Inside Sales

• Identify, pursue, and develop new and existing customers within the Kansas City regional market to expand the service base for the Repair Center for MV/HV Motors & Transformers
• Conduct in-person customer visits, plant walk-throughs, and site assessments to uncover repair, refurbishment, maintenance and other potential service opportunities
• Develop and deliver technical proposals, presentations and quotations aligned with customer needs and repair capabilities for MV/HV Motors & Transformers
• Follow up proactively on proposals and opportunities to close business and improve win rates
• Collaborate closely with field service, repair operations and engineering teams to deliver seamless end-to-end customer solutions
• Manage service ticket queue to promptly answer customer or sales team enquiries for technical support and/or requests for service quotation
• Prepare and process motor and transformer repair quotations, revisions and pricing agreements
• Ensure all quotes, repairs and service jobs are tracked from inquiry to delivery to ensure customer satisfaction.

Inside Sales Professional – Motor Service

• Responsible for providing dependable service through accurate order entry, basic pricing, and secure payment handling.
• Processes orders across multiple channels, including phone, email, text, and counter, accurately and promptly.
• Handles payments securely, including credit card, check, and cash transactions.
• Identifies stock products and recommends comparable alternatives.
• Maintains margin goals within established pricing guidelines.
• Coordinates with team members to ensure service commitments are met.

Inside Sales Associate

• Sales analysis: analyze customer sales data to identify sales trends and opportunities with management
• Outbound Phone Sales: initiating sales opportunities with both existing customers and new customers via both outbound cold calling and in-bound calls
• Price Quoting Management: managing new price requests and working within CRM (Customer Relationship Management) software system to maintain clean records of all customer information and pricing
• Serve as liaison between our Sales Agencies, Distributors & Territory Managers
• Answer questions via email or phone regarding existing orders in a timely manner
• Follow up on sample requests and new quotes in a timely manner consistent with Keystone policies
• Check availability on orders and stock and communicate to customers and internal stakeholders in a timely manner
• Cross-reference other manufacturers part numbers to Keystone products, ensuring accurate product matching while supporting customers and sales team with equivalent solutions

Inside Sales Support Associate

• High-Volume Outreach: Conduct daily outreach to targeted businesses through outbound calls, email touches, and follow-up strategies to consistently generate new opportunities.
• Engage Decision-Makers: Introduce Jani-King's services to business leaders, ask thoughtful discovery questions, and identify opportunities where our solutions can provide value.
• Lead Qualification: Evaluate inbound inquiries, marketing leads, and outbound prospects to determine readiness for a sales conversation.
• Sales Team Collaboration: Work closely with outside sales representatives and regional leadership to align outreach strategies and maximize conversion success.
• Appointment Setting: Schedule qualified, high-value meetings for the outside sales team and ensure all key prospect details are documented accurately in the CRM.
• Relationship Building: Build rapport with potential customers through professional, consistent communication that creates trust and interest in Jani-King's services.
• Performance & Activity Tracking: Maintain accurate records of outreach activity, conversations, and next steps while tracking performance against daily and weekly goals.

Inside Sales – Multiple Locations

• 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.

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