Inside Sales

• Engage with Financial Advisors through virtual meetings and phone calls
• Build asset growth and firm profitability through strategic relationships
• Analyze industry data to build a business plan
• Prepare weekly action plans and conduct sales outreach
• Develop strong sales acumen to meet sales goals
• Maintain CRM systems for all advisor activities
• Ensure compliance with internal and external policies

Internal Sales/Advisory Consultant

• 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

• As a Business Development Representative, you’ll be the voice of BBB —connecting with businesses in our Texas territories to share the value of BBB Accreditation.
• You’ll make 100+ outbound calls daily , using a mix of leads from our extensive database, warm leads, self-sourced prospects, and inbound requests.
• Your goal? Build trust, communicate value, and close deals with integrity.

Business Development Representative – Inside Sales

• - 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

• Sell and upsell our Pest Management Services and Products to residential prospects and current clientele professionally, profitably and ethically
• Meet or exceed Baseline Sales Targets, meets or exceeds KPIs while maintaining a customer focused service
• Manage inbound daily sales calls expectations
• Maintain a 60% or better closing rate and convert customer call-ins
• Execute the Inside Sales 6 Step Sales Approach
• Follow up on all Proposed/Proposed/Open Orders and Sold/Proposed within 24 hours
• Support campaigns other than Inbound during non-peak months
• Meet or exceed an average monthly call quality score above 75%

Inside Sales Professional

• Build strong customer relationships through professional communication, positive attitude, and effective problem‑solving.
• Handle customer issues and order concerns promptly and diplomatically.
• Use company and customer pricing systems to prepare accurate quotes for standard and non‑standard products.
• Proactively contact existing and prospective customers to solicit orders and promote new or additional products.
• Present and explain product features using samples, catalogs, or technical information.
• Maintain and grow a pipeline of prospective customers.
• Support branch and company promotions to drive sales.
• Keep accurate daily records of reimbursable expenses.

• Handle inquiries from CV, Distributors, Representatives and OEM’s regarding the selection, application and/or pricing of the ProMinent Fluid Controls product line.
• Compose quotations for various applications and parts.
• Communicate routinely with Regional Sales Managers and Corporate Accounts Manager.
• Maintain ongoing knowledge of CV/Distributor/Rep activity in assigned Regional Manager Territory.
• Interact with MRP controllers & resolve any outstanding issues and/or problems as needed to expedite delivery of orders.
• Interact with other departments to assure the timely delivery, service or resolution of complaints.
• Field simple technical-related questions.
• Obtain and route lead information to the appropriate CV, Distributors and/or Representatives.
• Promote and maintain positive customer relations.
• Contribute to the success of the Sales Team and meet assigned sales goals.
• Assist clients with general basic troubleshooting: pump priming, and wiring.
• Make equipment recommendations to clients.
• Adhere to company policies and procedures. Punctual attendance. Maintain work area in a neat and organized manner. Accomplish goals, meet deadlines and objectives. Support Client, Company and Team. Maintain company confidentiality. Other duties as required to attain company goals.

Inside Sales Specialist

• 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

• Management of existing small revenue accounts, single technology accounts
• Lead triaging- Qualification and/or disqualification of incoming leads
• Process and execute NDA/MTA’s and provide product quotes
• Ensure compliance of existing contracts
• Provide organizational support to ‘Request for Quote (RFQ)’ process
• Track correspondence, provide updates to the team as necessary in CRM System
• Coordinate content and administer Commercial Education as necessary with Medical Training Coordinator

Lead Expert, Commercial Excellence, Inside Sales

• 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

• Sell and upsell Pest Management Services and Products to residential prospects and current clientele
• Manage inbound daily sales calls expectations
• Maintain a 60% or better closing rate
• Execute the Inside Sales 6 Step Sales Approach
• Follow up on all Proposed/Proposed/Open Orders
• Execute outbound and SMS campaigns as needed
• Organize call and email activities to maximize customer interface time

• 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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