Inside Sales

• Source new sales opportunities through inbound lead qualification and outbound prospecting
• Engage and build rapport with prospects via calls, emails, and social outreach
• Understand customer needs and drive leads through the sales process
• Route qualified leads to Business Development partners

Inside Sales Development Account Manager

• - Own the end-to-end sales engagement for Hybrid's Machine customers by converting inbound interest and proactive outreach into high-margin growth across software, training, system upgrades, and consumables.
• - Serve as a trusted technical advisor, leveraging knowledge of DED technologies across multiple OEM platforms to guide customers toward optimal hardware and service solutions.
• - Translate complex needs into accurate quotes and manage the entire opportunity lifecycle from work order to execution.
• - Identify strategic upselling opportunities and collaborate closely with outside sales, service teams, and vendor partners to ensure a seamless customer experience.
• - Act as a CRM power user, maintaining impeccable data discipline to ensure organizational visibility and forecasting accuracy.

Inside Sales Specialist – Manufacturing Technology

• Own the full revenue metrics and market share position of your assigned portfolio.
• Drive measurable growth in applications, funded loans, and average loan size.
• Identify, quantify, and execute against performance gaps and revenue opportunities within each account.
• Diagnose structural growth blockers (e.g., product gaps, pricing, state limitations, operational friction) and escalate quantified impact to leadership.
• Forecast performance trends and proactively build action plans to achieve growth targets and defend share among assigned accounts.
• Serve as the primary relationship owner and trusted advisor for assigned clients.
• Build strong, credible relationships with operators and key stakeholders.
• Expand revenue through strategic account development, onboarding new locations, and deepening product adoption.
• Lead proactive growth conversations rather than reactive support interactions.
• Operate as the manager of your portfolio, accountable for growth, retention, and performance of assigned accounts.
• Maintain deep visibility into pipeline activity, funding trends, conversion rates, and unrealized potential.
• Develop and execute strategic account plans aligned to each partner’s opportunity.
• Ensure partners are fully trained and aligned on Zippy’s end-to-end process (marketing through funding).
• Drive operational discipline to improve pull-through, speed, and borrower experience.
• Collaborate cross-functionally to resolve systemic issues and file-level friction impacting performance.
• Track and report on key performance indicators including market share, application volume, funded volume, and revenue trends.
• Maintain accurate, actionable account and contact data in Salesforce.
• Use data to inform strategic decisions and prioritize time allocation.
• Represent client insights internally while protecting Zippy’s commercial interests.
• Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity.
• Influence cross-functional teams to prioritize initiatives that unlock portfolio growth.
• Maintain deep knowledge of Zippy’s loan process, underwriting standards, technology, and funding requirements.
• Serve as a trusted expert for both clients and internal stakeholders.
• Continuously seek learning to strengthen commercial and operational effectiveness.

Inside Sales Account Manager – MH Community Operator

• Conduct daily outbound cold outreach to prospective businesses to generate new appointments.
• Convert marketing-generated leads into qualified discovery meetings.
• Research company details, industry trends, and financial indicators to prepare for calls.
• Clearly communicate the Allianz Trade value proposition to engage and qualify prospects with high-level business owners and decision makers.
• Maintain a consistent pipeline of appointments within assigned, licensed region.
• Document all outreach, interactions, and outcomes in Salesforce with accuracy and consistency.
• Implement strategic prospecting and targeting techniques to improve personal results.
• Utilize LinkedIn Sales Navigator, ZoomInfo, IRP, and other prospecting tools to identify and engage target companies.
• Collaborate with Inside Sales Agents and the Direct Sales Force team members to align outreach with regional objectives.
• Meet or exceed weekly and monthly KPIs related to outreach volume, appointments set, and conversion quality.
• Provide innovative and strategic ideas that help drive sales growth.

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Inside Sales Development Account Manager

Inside Sales Specialist – Manufacturing Technology

Inside Sales Account Manager – MH Community Operator

Inside Sales Agent