Inside Sales

• Drive the strategy for direct sales channels to consistently exceed revenue targets and long-term growth KPIs.
• Partner with the CRO on sales forecasting, company-wide initiatives, and real-time performance analysis.
• Act as a lead architect for departmental change, ensuring seamless implementation of new processes while maintaining high team buy-in.
• Leverage analytics to assess individual and departmental performance, evolve sales processes, and design competitive compensation programs.
• Partner with Sales Ops, Underwriting, and Marketing to launch new campaigns and optimize the customer journey.
• Collaborate with the Technology team to build and refine tools that drive rep efficiency and automation.
• Build a world-class sales environment through rigorous performance management, mentorship, and continuous training.
• Focus on developing the next generation of sales leaders at both the front-line and mid-management levels.

Senior Director, Inside Sales

• Drive revenue growth by cross-selling Clover Capital to existing merchant accounts through inbound and outbound sales activity.
• Use a consultative sales process to identify merchant financing needs and position appropriate working capital solutions.
• Generate, qualify, and convert leads from marketing programs, account activity, and referral channels.
• Manage a pipeline of sales opportunities through the full sales cycle, including outreach, follow-up, proposal discussion, negotiation, and close.
• Build and maintain relationships with referral partners and existing merchants to support repeat business and ongoing revenue generation.
• Maintain accurate pipeline, activity, and opportunity records in CRM and sales systems.
• Support monthly and annual sales targets through consistent prospecting, follow-up, and closing activity.

Inside Sales, French Bilingual

• Provide ongoing support to assigned Vice President, Retail Sales (External Wholesaler(s))
• Demonstrate a keen focus on prospecting and growing the advisor base
• Position PICTON’s strategies using a consultative sales approach and close new business
• Assist External Wholesaler with developing business plans and identifying opportunities for sales growth within assigned territory(s)
• Driven to meet and exceed activity targets on “sales engagements” including meetings scheduled with prospects and existing supporters
• Provide proactive support and services to all existing supporters
• Respond to all inquiries and coordinate follow-up where required to Wholesaler interactions in a professional and timely manner
• Maintain superior knowledge and understanding as well as the ability to position Alternative Investment solutions

Business Development Manager – Inside Sales

• Build and maintain strong relationships with independent health food retailers, pharmacies, and healthcare practitioners.
• Provide exceptional customer service through phone, email, and virtual meetings.
• Respond to customer inquiries, product questions, and business needs promptly and professionally.
• Support customers with promotional planning, product recommendations, and merchandising opportunities.
• Reactivate dormant accounts and identify opportunities for increased engagement.
• Identify and pursue growth opportunities within underserved markets and emerging territories.
• Possible attendance at industry events, trade shows, and conferences as mutually agreed upon.
• Develop and grow relationships within healthcare practitioners, including naturopathic doctors, chiropractors, nutritionists, pharmacists, and wellness clinics.
• Promote practitioner-focused products, educational resources, and programs.
• Build long-term partnerships that support patient outcomes and practice growth.
• Maintain accurate customer records and activity tracking within CRM systems.
• Monitor account performance and identify opportunities for growth.
• Provide regular territory updates.
• Participate in periodic product training, sales meetings, and business development discussions to stay current on product launches, promotions, and company initiatives.

National Inside Sales Broker – Independent Broker

• Supervise the activities of the Inside Sales Team
• Maintain a high level of customer satisfaction in sales transactions
• Ensure team meets sales call activity goals
• Recruit and forecast qualified candidates for Inside Sales positions
• Provide ongoing training and coaching to Inside Sales Representatives
• Set up and maintain accurate customer records.

Inside Sales Supervisor

• Service provider/merchant outreach: Contact prospective and existing service providers and merchants via inbound and outbound calls, email, and digital channels to understand their financial needs, present relevant financing solutions, and drive sales.
• Product knowledge: Develop a deep understanding of our financial programs and services.
• Sales reporting analysis: Regularly review sales reports and monitor accounts with increases or decreases in sales. Share your analysis findings with the Sales Director and sales teams.
• Sales and conversions: Generate revenue by meeting and exceeding monthly sales targets through a consultative, needs-based selling approach.
• Cross-functional collaboration: Work closely with underwriting and compliance teams to ensure a seamless customer experience from application through approval.
• Service provider/merchant follow-up: Perform regular follow-ups to ensure they are using the service and address any additional questions, reinforcing a positive customer experience.
• Occasional travel / business trips: Work with the sales team to support visits to our service providers, deliver virtual and in-person training, and occasionally attend trade shows, events, and conferences.

Inside Sales Representative, Bilingual

• Providing accurate and efficient administrative and sales support to advisors and internal teams, particularly in relation to insurance and financial products, sales structures, regulatory documentation, and internal processes
• Acting as a key liaison between financial advisors, BDMs, MGAs, and internal teams to ensure clear communication
• Managing, maintaining, and distributing sales concepts, tools, and presentations related to financial solutions, including inventory management in collaboration with the sales team
• Supporting advisor engagement and development by onboarding advisors, presenting available tools and support, and conducting follow‑ups after sales activities, training sessions, or strategic announcements
• Tracking and analyzing sales activities and results to provide relevant metrics, reports, and enhanced visibility to support sales performance and decision‑making
• Producing customized lists of advisors, partners, and sales contacts, while maintaining up‑to‑date advisor segmentation based on business profile, potential, and client needs

Inside Sales Specialist

• Drive increased market share through achieving/exceeding sales results
• Foster client relationships and provide exceptional customer experience
• Utilize interpersonal skills to develop rapport and trust with customers
• Align appropriate solutions to best serve customer needs
• Develop a strong corporate and personal brand
• Execute all required administrative requirements to create/process contracts
• Collaborate with internal stakeholders to deliver ultimate customer experience
• Engage in coaching sessions for professional development
• Consistently meet customer commitments and follow up requirements

Personal Benefits Consultant – Inside Sales Professional

• Respond to customer inquiries and provide product, pricing, and lead-time information.
• Prepare accurate and competitive quotations, including support for special pricing requests and bid-spec tenders.
• Follow up on quotations and sales opportunities to support conversion and customer responsiveness.
• Coordinate opportunities from initial inquiry through to successful order entry, ensuring a smooth handoff to Project Coordinators and Project Managers.
• Liaise with customers, vendors, engineers, and internal teams to confirm project requirements and support project success.
• Review project specifications and drawings to assist with product selection and pricing.
• Track opportunities, timelines, and customer requirements, proactively identifying and escalating risks as needed.
• Maintain accurate and up-to-date information within ERP and CRM systems.
• Support the preparation of technical submittals, documentation, and drawing packages.
• Communicate proactively with customers regarding order status, lead times, and product details.
• Manage multiple priorities and respond effectively to urgent requests in a fast-paced environment.
• Contribute to continuous improvement initiatives and support overall team efficiency.
• Other responsibilities as assigned.

Inside Sales jobs in Canada

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