Inside Sales

• 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

• driving new business growth within an assigned vertical market
• proactive outreach, prospecting, relationship development, and consultative selling
• leveraging tools such as Salesforce CRM and LinkedIn Sales Navigator
• identifying opportunities, managing outreach activity, and driving market growth

Inside Sales B&I Account Manager

• Responsible for finding, developing, and maintaining relationships with Customers.
• Proactively manage your day by placing a high volume of outbound calls; each call is an opportunity to form personal emotional connections with customers.
• Learn customer challenges and utilize the Parts Town value proposition to find solutions.
• Identify new opportunities, develop sales solutions, close sales opportunities, negotiate pricing, and provide outstanding customer service and follow-up.
• Identify, cultivate, and build new customer partnerships understanding their problems/needs.
• Build in-depth knowledge of food service and HVAC industry trends and customer needs.
• Drive revenue by prospecting and building a pipeline while fostering personal relationships with existing customers nationwide.
• Integrate all sales activities into CRM (Salesforce.com) system for timely, accurate reporting.
• Conduct research on accounts to develop an understanding of their business and where Parts Town can be a solution to their parts needs.
• Partner with Customer Experience team members to develop and grow customer relationships.
• Educate customers on Parts Town resources and capabilities.

Inside Sales Specialist

• Connect with established clients to re-engage and drive consignment activity
• Follow up on leads generated by marketing team
• Leverage strong client relationships to gain referrals for new business
• Outreach daily to existing clients
• Provide an outstanding client experience
• Review contract with clients
• Set pricing expectations through deep knowledge of luxury, while utilizing internal tools and resources

Inside Sales Account Manager – Luxury Account Specialist

• Inside Sales Support Associate position works closely with the Distributor Sales Team to drive sales and maintain crucial relationships with the internal team, external sales representatives, and customers.
• Responsible for safeguarding the customer experience and promoting Keystones Light Made Easy promise.
• Analyze customer sales data to identify sales trends and opportunities with management.
• Initiate sales opportunities with both existing customers and new customers via both outbound cold calling and in-bound calls.
• Manage new price requests and work 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

• Proactively connect with targeted businesses across the greater Buffalo region through 200+ outbound calls daily
• Connect with decision-makers, introduce Jani-King's services, ask discovery questions to understand facility needs, and determine fit for our solutions
• Reach out to prospects from inbound inquiries, marketing campaigns, networking events, and prior sales calls to keep the pipeline active
• Schedule qualified, high-value appointments for the outside sales team, ensuring detailed notes and expectations are captured for a smooth handoff
• Maintain accurate records of all call activity, conversations, and follow-ups in our CRM system to ensure visibility and accountability
• Work closely with outside sales representatives to align on territory strategies, share lead intelligence, and ensure scheduled appointments meet quality standards
• Monitor daily, weekly, and monthly activity against goals, making adjustments to call strategies to continuously improve results

Inside Sales Associate

• 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

• 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

• Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
• Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to best serve their clients’ goals
• Apply discipline to gather & maintain high quality, accurate CRM (Salesforce) prospect/ client pipeline data
• Coordinate with NRI external sales team to prepare for client meetings & promptly follow through on post meeting activities
• Support NRI external sales team to develop, refine, and execute sales territory plans
• Stay sharp on industry trends, competitor positioning, market flows & relevant developments to identify new opportunities
• Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices

• Strengthen customer relationships and collaborate closely with field-based Sales Specialists
• Contribute directly to achieving annual sales targets
• Drive the renewal of Service Level Agreements (SLAs) for preventative maintenance
• Review Service quotes to ensure accuracy and compliance with established service-level parameters
• Identify opportunities for planned maintenance and preparing corresponding service contract (SLA) quotations for smaller accounts and start-ups
• Actively participate in weekly departmental conference calls and bi-weekly service contract discussions
• Communicate effectively and in a timely manner with management, coworkers, and customers, including responding by e-mail and phone

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