Epiq Solutions

Sales Development Rep

• Support the Sales Team: Collaborate closely with Sales Team, leveraging technical knowledge to assist with sales team, customer queries and project updates.
• Inbound: Address and manage inbound customer inquiries via phone or website. Analyze and triage inquiries, directing them to the appropriate Sales Team Member or managing directly if within scope, while filtering out non-qualified leads (e.g., hobbyists). Maintain active, accurate, and timely communication with the Sales Team, ensuring the project pipeline is current. Track and manage open pricing requests and updates, generating estimates in Salesforce as needed.
• Technical Engagement: Follow up with Epiq Product and Applications teams to assure customers that product-related questions are resolved. Follow up with sales team questions such as finding out current product lead-times and status of software and product under development. Take full ownership of small accounts.
• Outbound Engagement: Follow up with new customers after meetings, trade shows and events, ensuring that business cards collected are converted into meaningful leads.
• Quotes: Track quote expiration timelines and follow-up with customers approximately one week prior to expiration to offer updated quotes if needed.
• Deliveries: Ensure customer satisfaction by confirming receipt of products and addressing any post-delivery concerns.
• Salesforce Management: Maintain a comprehensive and up-to-date Salesforce database to track customer communication, opportunity status, and technical requirements.
• Research: Conduct in-depth research into target organizations, accounts, and key contacts upon request for potential background information and lead generation. Other tasks as requested Coordinate logistics for customer visits, ensuring smooth arrangements for location, audio/visual needs, and hospitality.

Sales Development Representative