Trilogy MedWaste

Account Executive

• Respond promptly to inbound phone and web inquiries from prospective customers, using HubSpot CRM to track and manage leads.
• Evaluate customer needs and recommend tailored solutions from our service portfolio, including medical waste disposal, document shredding, sharps management, compliance training, and more.
• Prepare accurate and competitive quotes, ensuring pricing and service agreements align with company standards.
• Close sales efficiently while maintaining a high level of customer satisfaction.
• Manage pipeline opportunities in HubSpot CRM and update records in the ERP system to ensure smooth transitions to account management.
• Proactively identify potential small-quantity customers in the medical field through research and targeted outreach.
• Conduct outbound calls and emails to engage decision-makers, introduce services, and generate interest.
• Qualify leads by assessing business needs, service requirements, and timeline expectations.
• Deliver accurate and competitive quotes, ensuring they align with customer needs and advance prospects through the sales cycle.
• Close deals with outbound prospects, ensuring agreements are finalized and accurately documented in HubSpot CRM and the ERP system.
• Build and maintain strong relationships with prospective and existing customers to foster loyalty and trust.
• Follow up with potential customers who have received quotes to address questions, overcome objections, and close deals.
• Collaborate with the customer success team to ensure seamless onboarding and service delivery.
• Monitor and manage sales pipeline through HubSpot CRM to maintain an accurate forecast of opportunities and closed deals.
• Utilize the ERP system to track closed opportunities, ensuring all sales data is up to date and actionable.
• Prepare regular reports on sales activities, results, and progress toward goals.
• Meet or exceed targets for sales activities and revenue generation.

Inside Sales Representative