Inside Sales

• Serve as the main interface for institutional customers through phone, email, and video conferencing.
• Act as the primary customer contact for assigned accounts.
• Conduct customer discovery and coordinate follow-up training with Cefaly Regional Trainers.
• Travel on-site to provide high-quality training to healthcare providers.
• Schedule and follow up on Regional Trainer in-service meetings.
• Process and track customer orders accurately.
• Work collaboratively with Customer Service to resolve questions, issues, and complaints.
• Use initiative to improve personal skills and departmental processes.
• Convert prospects into active customers.
• Works collaboratively with Inside Sales Representatives & Trainers.
• Represent CEFALY Technology at trade shows and medical conferences.
• Adapt to evolving business needs and take on other duties as required.
• Generate new leads and maintain accurate contact information in Salesforce.
• Perform additional duties as assigned.

Inside Sales & Training Associate

• Monitor and manage a real-time lead queue across all inbound channels: incoming calls, webforms, emails, voicemails, and texts.
• Manually add non-webform leads (emails, voicemails, texts, calls) to the Salesforce lead queue promptly upon receipt.
• Respond to all leads according to the established priority order: incoming calls first, followed by scheduled consults, most recently created leads, leads with only one call attempt, and remaining leads (newest to oldest).
• Mark all call attempts as 'Called' in the lead queue to ensure accurate outreach history.
• Conduct outbound calls, texts, and emails across a structured follow-up cadence of up to 12 contact attempts per lead.
• Transition leads with 6 or more unanswered attempts to a nurture sequence.
• Prioritize pending prospects for follow-up once all new leads have been contacted.
• Respond to cancellations and no-shows as soon as notification is received via email and work proactively to recover and reschedule the booking.
• Conduct discovery conversations to understand each prospect's health goals, program interest (Weight Loss, Hormone Care, or both), and readiness.
• Educate prospects on JumpstartMD programs, medication options (GLP-1 and non GLP-1), clinician and health coach support model, and the clinical assessment process.
• Present appropriate program options (Signature, Essential, or Online) based on the prospect's needs and location.
• Confidently close to a scheduled consultation and collect the Clinical Assessment Fee at the time of booking.
• Follow up with all booked-but-not-paid accounts to secure payment prior to the appointment.
• Maintain accurate and up-to-date records for all leads, pending statuses, and loss reasons in Salesforce.
• Ensure all pending leads include a clear loss reason for team visibility.
• Participate in weekly and monthly KPI reviews including call volume, booking totals, pending lists, and consultation quality scoring.
• Complete consultation quality scorecards and engage in regular coaching sessions with the Manager/Director.

Program Specialist – Inside Sales

• Serve as the primary point of contact for sales representatives and customer accounts, addressing their needs and ensuring a high level of service.
• Review and process customer orders, confirm pricing, and ensure order accuracy and completeness.
• Handle customer inquiries, resolve issues, and manage return processes in a timely and professional manner.
• Monitor shipment schedules and proactively follow up to ensure on-time delivery.
• Collaborate cross-functionally with internal departments including Accounting, Logistics, and Marketing to ensure smooth operational flow.
• Prepare and distribute weekly reports for planning and fulfillment tracking.
• Participate in scheduled weekly meetings with customers and sales teams to discuss status updates and opportunities.
• Enter and process customer purchase orders promptly and accurately.
• Generate and deliver weekly reports for internal stakeholders and customers, including sales and account management teams.
• Maintain regular communication with customers, propose product promotions, and monitor inventory levels and sales performance.
• Coordinate with Sales, Product Managers, freight forwarders, and customers to ensure timely and efficient delivery of shipments.
• Work with Warehouse and Accounting teams to confirm order shipments, invoice accuracy, and manage product returns.
• Must be able to solve both practical and complex problems and deal with a variety of factors in situations where only limited standardization exists.
• Must be able to multitask and operate in a fast-paced environment, while maintaining a disciplined approach to complete all tasks.
• Ability to work under tight and frequently changing deadlines in a dynamic business environment is necessary.

Inside Sales Assistant

• Conduct high-volume cold calling, email outreach, independent research and prospecting to connect with indie game publishers
• Identify new business opportunities and qualifying leads
• Sell turnkey options, such as sponsorship packages and pass along larger programs to the respective Sales leads
• Develop and foster relationships with indie advertisers through consistent communication and follow-up
• Stay up to date on indie gaming trends, new releases, and emerging studios to identify potential partnership opportunities

Inside Sales Associate – Indie Lead Generation

• Conduct high-volume cold calling, email outreach, independent research and prospecting to connect with indie game publishers.
• Identify new business opportunities and qualifying leads.
• Sell turnkey options, such as sponsorship packages and pass along larger programs to the respective Sales leads.
• Develop and foster relationships with indie advertisers through consistent communication and follow-up.
• Stay up to date on indie gaming trends, new releases, and emerging studios to identify potential partnership opportunities.

Inside Sales Associate, Indie Lead Generation

• Solicit and develop sales to sell Altair frames to end-user doctor base within an assigned territory
• Develop creative sales strategy to contact prospects to create opportunities to sell Altair eyewear program and increase revenue
• Represent Altair to customer base in all sales-oriented activities
• Work independently, while leveraging appropriate partners, to exceed quota targets while achieving balanced product line results
• Effectively develop account-specific sales plans that result in strong revenue growth in managed base accounts
• Apply innovative ideas, approaches, and solutions to customers’ business problems
• Develop a strong understanding of the customer’s business and business requirements
• Leverage the breadth and depth of Altair’s offerings by identifying opportunities for cross-selling, lead-sharing and integrated selling
• Promote strong and effective working relationships with internal divisions
• Identify and communicate future customer requirements and feedback to divisions and partners
• Follow up with doctors who have terminated their relationship with the Altair eyewear program
• Consistently update CRM tools as a communication vehicle to management

Inside Sales AE

• Develop relationships with consultants and partnering with our external and internal wholesalers to drive sales.
• Provide competitive quotes for structured settlement annuities and attorney fee products.
• Drive education and engagement for our newly launched rider/benefit option via webinars, email and calls.
• Partner with our legal team to review cases for acceptability under tax codes and compliance with Pacific Life guidelines.
• Deliver exceptional customer service through calls and emails.
• Possible opportunities for travel to attend firm and industry meetings.

Senior Internal Sales Associate

• The Inside Sales Account Manager is a quota-carrying role responsible for owning and growing a defined territory of named mid-market accounts.
• The primary focus is expanding existing customers through upsell, cross-sell, and multi-site deployments of ChargePoint’s EV charging hardware, software, and services.
• This role blends strategic account planning with disciplined sales execution.
• You will engage directly with customers, collaborate cross-functionally, and leverage channel partners to drive both expansion revenue and selective new customer acquisition within your territory.

Inside Sales Account Manager

• Proactively hunting for new industrial sales opportunities through outbound outreach and targeted prospecting
• Identifying where to focus efforts by partnering with Strategic Marketing to develop market‑specific outreach strategies and messaging
• Engaging technical and commercial stakeholders to uncover needs and qualify early‑stage opportunities
• Collaborating closely with Regional Sales Managers to advance qualified opportunities and support deal progression
• Serving as a connective partner between customers, outside sales, and internal teams throughout the sales lifecycle
• Supporting post‑sale activities, including internal coordination, documentation, order processing, and contract‑related approvals
• Documenting activities, pipeline progress, and insights within Salesforce and other internal systems

Inside Sales Specialist

• Serve as a primary point of contact for sales representatives and customer accounts, handling inquiries, issues, returns, and ongoing communication
• Manage order processing end-to-end, including purchase orders, pricing checks, order adjustments, and customer setup (e.g., shipping addresses)
• Monitor order status and shipment schedules to ensure timely delivery, partnering closely with logistics, warehouse, and accounting teams for execution and invoicing
• Coordinate cross-functionally with sales, marketing, product management, and external partners to support account needs, promotions, and inventory management
• Track backorders, forecast demand based on customer trends, and provide regular reports and updates to sales teams, account managers, and customers
• Support account growth by maintaining strong relationships, monitoring performance, and identifying opportunities for improved service or promotional activities
• Perform additional duties as assigned

Inside Sales Assistant – Summer Internship

• Handles a high volume of inbound phone calls and chats; responds to and resolves customer issues in a timely fashion.
• Assists consumers by providing highest level of customer service; remains professional and polite at all times.
• Attends to clients’ needs by producing binders, certificates, policies, endorsements, and other related items.
• Label workflows for effective documentation management.
• Serves as a mentor to new hires or other staff, which may include providing direction and training.
• Performs other duties as assigned.

CSR, Inside Sales, Commercial Insurance

• Develop new leads and communicate with potential customers in the EMEA & regions
• Proactively identify, research, and engage net-new prospects through outbound prospecting activities (calls, emails, social, campaigns)
• Partner with local TAMs to design and execute targeted account and territory-based prospecting campaigns
• Understand and articulate the benefits of Alamar's proprietary NULISA™ technology and ARGO™ HT System to prospects
• Conduct meaningful and effective outreach and follow up on leads to generate sales opportunities
• Maintain a database of current and potential customers in the assigned territories
• Utilize prospecting tools, databases, and scientific networks to identify KOLs, influencers, and decision-makers, and map their extended networks
• Qualify inbound and outbound leads based on fit, intent, timing, and application relevance
• Conduct discovery conversations to understand customer needs, research goals, and purchasing drivers
• Convert qualified leads into opportunities and transition effectively to field or downstream sales teams
• Achieve quarterly sales targets and contribute to the company's revenue growth objectives
• Collaborate with channel partners to build pipeline and close deals, including part-time support of APAC region
• Stay informed about competing products and services in the proteomics market

Inside Sales Specialist – EMEA

• Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.
• Build trusted advisor relationships with key operational leaders at client organizations.
• Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities.
• Strategically focused on ensuring the overall success and retention of Optimal Blue clients.
• Serves as a subject matter partner for clients utilizing Optimal Blue PPE, with a strong understanding of pricing, eligibility and workflow configuration.
• Drives PPE adoption by identifying underutilized features, configuration gaps, and workflow inefficiencies.
• Monitors and assesses the health of client relationships through data, leading indicators, and direct engagement.
• Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client account.
• Own forecasting and prioritization for client renewals within assigned accounts.
• Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services.
• Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships.
• Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests.
• Planning and executing webinars and virtual events to educate and engage customers using data driven insights to inform and organized tracking to maximize attendance and impact.
• Heavy use of technology and automation tools (e.g., CRM, marketing automation, customer success platforms etc.) to streamline workflows and deliver client communications at scale.
• Create referenceable customers through case studies, reference calls, and speaking engagements.

Client Success Manager – Emerging and Inside Sales

• manage and grow a portfolio of emerging business accounts through consultative selling, strategic planning, and proactive relationship management to maximize revenue, retention, and customer lifetime value
• build, develop, and lead a high-performing inside sales team through effective coaching, performance management, and talent development initiatives that drive consistent achievement of sales targets
• establish foundational sales processes, performance standards, and operational disciplines for this new function, creating a scalable model that can be replicated across the organization
• design and execute data-informed sales strategies to penetrate new markets, deepen existing customer relationships, and systematically identify and convert qualified business opportunities within this high-potential segment
• establish and optimize scalable sales processes including proactive retention strategies, structured business reviews, competitive bidding frameworks, and funnel management disciplines
• champion adoption and utilization of our centralized CRM platform (Salesforce preferred) to ensure data integrity, visibility into sales activities, and accurate forecasting
• partner with Sales Operations & Excellence to leverage insights from potential modeling, territory optimization, and performance metrics to inform strategic decisions and resource allocation

Senior Manager, Market Sales/Inside Sales

• Drive and oversee order review and chargeback processing
• Manage 2nd level customer inquiries and transportation claims
• Improve workflow and business processes
• Collaborate with cross-functional teams including Accounting and Business Planning
• Minimize company losses and enhance customer satisfaction

Inside Sales – Claims, Mandarin Required

• Assist sales representatives and North American customer accounts
• Check on customer orders, prices and process
• Handle customer issues, inquiries and returns
• Generate and prepare weekly customer allocation reports
• Monitor shipment schedule to ensure timely delivery
• Manage and provide marketing materials for accounts
• Coordinate with other departments, such as accounting, logistics and marketing

• Execute on Replacement Components strategies to achieve annual sales growth targets of 15%
• Generate and qualify leads by completing outbound calls to prospective customers
• Respond to inbound inquiries by providing information about products and/or services
• Ensure customer satisfaction and repeat business by building and maintaining relationships with existing customers
• Develop and execute sales strategies and achieve sales targets in collaboration with the sales team
• Recommend products and/or services to effectively address identified customer needs
• Prepare and deliver sales presentations and demonstrations for potential customers
• Negotiate and close sales deals, ensuring favorable terms and conditions
• Ability to maintain accurate and up-to-date records of sales activities, customer interactions, and sales pipeline within a CRM system

• Execute outbound prospecting to target accounts within logistics, warehousing, manufacturing, ports, and industrial system integrators
• Qualify leads from events, marketing campaigns, partner referrals, and inbound requests
• Maintain accurate CRM data including contact management, pipeline stage hygiene, and activity tracking
• Conduct account research to identify buying centers, stakeholder personas, and competitive context
• Schedule and coordinate introductory meetings, solution briefings, demos, and technical workshops
• Assist in preparing customer-facing content such as outreach messaging, discovery summaries, and basic proposals
• Build and monitor sales performance dashboards and reporting to support forecasting and KPI visibility
• Collaborate with Marketing on campaign creation, event support, digital content promotion, and brand awareness initiatives
• Support Sales and Channel leadership on partner onboarding, deal registration, and post-event follow-up motion
• Continuously enhance lead qualification criteria and handoff processes for operational efficiency
• Define and execute the global channel strategy for system integrators, VARs, and NaaS providers

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