Inside Sales

• Supports accounts on the East Coast during 8:00 AM – 4:30 PM ET
• Owns and grows territory and relationships within assigned subsidiaries and locations of regional accounts
• Works in close partnership with Regional Sales Managers to execute strategic account plans and drive expansion opportunities
• Manages the sales pipeline ensuring opportunities progress through each stage of the sales cycle, from initial engagement to close and ongoing account management
• Leverages account-based strategies to deepen penetration into new subsidiaries and locations while strengthening and expanding existing relationships
• Collaborates with Regional Sales Managers to align subsidiary-level plans with overall regional strategy
• Conducts research and leverages account insights to uncover growth potential and inform strategic planning
• Implements targeted account-based strategies to deepen penetration into new subsidiaries and locations while strengthening and expanding existing relationships
• Provides market intelligence and account-specific insights to inform regional account planning
• Collaborates cross-functionally with Sales Leadership, Revenue Operations, Marketing, Customer Experience, and Product teams to deliver tailored solutions for regional customers

Inside Sales, Business Rep – East

• This role supports Western U.S. areas and works the following hours to support west coast business: 8:00 AM – 4:30 PM PT
• The Inside Sales (Business Rep) is responsible for owning and growing territory and relationships within assigned subsidiaries and locations of regional accounts
• Works in close partnership with Regional Sales Managers to execute strategic account plans, drive expansion opportunities, and maintain alignment across the regional hierarchy
• Accountable for managing the sales pipeline within its territory, ensuring opportunities progress through each stage of the sales cycle, from initial engagement to close and ongoing account management
• Leverages account-based strategies to deepen penetration into new subsidiaries and locations while strengthening and expanding existing relationships
• Manage and expand a portfolio of all subsidiary accounts within strategic regional customers in the assigned territory, ensuring alignment with overall regional strategy and driving expansion opportunities
• Drive growth by proactively sourcing and securing new business opportunities while strategically maintaining and expanding relationships with existing accounts throughout the full sales cycle
• Collaborate with Regional Sales Managers to align subsidiary-level plans with overall regional strategy
• Conduct research and leverage account insights to uncover growth potential and inform strategic planning
• Implement targeted account-based strategies to deepen penetration into new subsidiaries and locations while strengthening and expanding existing relationships
• Manage multi-threaded conversations across health and safety, procurement, operations, and executive leadership to accelerate deal progression
• Provide market intelligence and account-specific insights to inform regional account planning
• Collaborate cross-functionally with Sales Leadership, Revenue Operations, Marketing, Customer Experience, and Product teams to deliver tailored solutions for regional customers

Inside Sales, Business Rep – West

• The Inside Sales (Business Rep) is responsible for owning and growing territory and relationships within assigned subsidiaries and locations of regional accounts.
• This role works in close partnership with Regional Sales Managers to execute strategic account plans, drive expansion opportunities, and maintain alignment across the regional hierarchy.
• Success in this position requires a consultative approach, exceptional relationship management skills, and the ability to uncover new business opportunities while also delivering outstanding service to existing accounts.
• The role is accountable for managing the sales pipeline within its territory, ensuring opportunities progress through each stage of the sales cycle, from initial engagement to close and ongoing account management.
• Manage and expand a portfolio of all subsidiary accounts within strategic regional customers in the assigned territory, ensuring alignment with overall regional strategy and driving expansion opportunities.
• Drive growth by proactively sourcing and securing new business opportunities while strategically maintaining and expanding relationships with existing accounts throughout the full sales cycle.
• Collaborate with Regional Sales Managers to align subsidiary-level plans with overall regional strategy.
• Conduct research and leverage account insights to uncover growth potential and inform strategic planning.
• Implement targeted account-based strategies to deepen penetration into new subsidiaries and locations while strengthening and expanding existing relationships.
• Manage multi-threaded conversations across health and safety, procurement, operations, and executive leadership to accelerate deal progression.
• Provide market intelligence and account-specific insights to inform regional account planning.
• Collaborate cross-functionally with Sales Leadership, Revenue Operations, Marketing, Customer Experience, and Product teams to deliver tailored solutions for regional customers.

Inside Sales, Business Rep – Central

• Identify and qualify potential leads through cold calling, email outreach, social media, and other digital channels.
• Assess leads to ensure they are a good fit for the company’s products or services.
• Conduct product demonstrations and highlight key features and benefits tailored to each prospect.
• Build and maintain strong relationships with new and existing customers, addressing inquires and providing solutions.
• Achieve monthly and quarterly sales targets by effectively closing deals.
• Maintain accurate records of customer interactions, sales activities, and follow-ups in CRM systems.
• Work with marketing and sales teams to develop strategies, share insights, and optimize sales processes.
• Stay updated on industry trends, competitors, and market conditions to inform sales strategies.

Inside Sales Specialist

• 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

• Be the first voice of Redfin and responsible for earning a customer’s business
• Handle live phone calls and inquiries created from the website and app
• Be an expert on all of Redfin’s real estate products and services and advise customers to clear next steps
• Match prospective customers with a local Redfin Agent for a home tour, buyer’s consultation, or listing consultation

Real Estate Inside Sales Advisor

• Manage a pipeline of families who have previously engaged with A Place for Mom and require continued guidance toward a move-in decision.
• Execute consistent, high-volume outreach across phone, text, and email to re-engage and advance families.
• Drive outcomes by moving families from tour to decision, including scheduling additional tours and providing new referrals when needed.
• Apply a structured follow-up cadence to maintain engagement and prevent pipeline stagnation.
• Build trust quickly with families, understand their needs, and guide them to the best-fit care options.
• Partner with senior living communities and care providers to coordinate tours, share feedback, and support move-in conversion.
• Maintain accurate, real-time documentation in CRM to reflect pipeline status, next steps, and forecasts.
• Consistently meet or exceed monthly sales targets and conversion expectations.
• Participate in ongoing coaching, call reviews, and training to continuously improve performance.

Senior Inside Sales Advisor – Central Time

• 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

• You're the voice on the phone that turns leads into opportunities.
• Every day, you work through a list of businesses in our system – reaching out by phone, asking smart questions, and booking appointments for decision-makers who are ready to talk.
• Your job is simple: qualify interest, schedule the meeting, and hand it off to the Regional Director who closes the deal.
• You'll spend your day making calls, logging activity in our CRM (HubSpot), and working closely with your Field Prospector teammate who's out finding fresh leads every day.
• You'll have daily check-ins with your Regional Director, regular communication with your Field Prospector teammate, and clear visibility into your performance.

Inside Sales Associate

• This role is responsible for strategically engaging with inbound leads and existing customers and fostering customer relationships.
• Maintains a deep understanding of the organization's portfolio, including products, services, and promotional campaigns, to provide accurate and relevant information to customers.
• Utilizes the organization's sales tools and processes effectively, ensuring accurate tracking and management of leads and opportunities.
• Receives customer request calls and effectively sells the organization’s offerings to the installed base.
• Understands the client's procurement processes and decision-making criteria, leveraging this knowledge to win new business and maintain existing relationships.
• Identifies new business opportunities within existing accounts, uncovering the potential for growth and taking ownership of new leads.
• Collaborates with assigned sales representatives for complex sales scenarios or when competitors are directly engaging with customers face-to-face.
• Engages in solution-based selling, addressing customer complex requests across multiple products or services, and presenting comprehensive solutions that meet their needs.
• Owns strategic entry points at the customer level that align with the overall business objectives, fostering deeper relationships and expanding business opportunities.
• Guides leads through the entire sales process, from initial contact to closing deals, demonstrating expertise in handling various stages of the process.
• Utilizes data and analytics to identify trends, opportunities, and areas for improvement, making informed decisions to optimize sales performance.

Inside Sales Account Representative

Inside Sales, Managed Accounts

• Successfully generate a consistent pipeline, achieve growth and hit sales targets by leveraging existing relationships and creating new relationships
• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails
• Utilize virtual and face-to-face meetings to build relationships with new customers
• Ensure all leads are well qualified by identifying the correct decision makers
• Advise customers on suitable product selection based on their needs and specifications
• Research and understand our product line and be familiar with each product’s function and purpose, so you can confidently upsell our customers to compatible products
• Maintain long-lasting relationships with existing customers through exceptional after-sales service
• Route qualified opportunities to the appropriate sales executives for further development and closure
• Showcase the company’s strengths and highlight our brand by talking exclusively about the characteristics that make our offerings unique
• Participate in weekly meetings to discuss benchmarks and personal as well as team goals for the upcoming week
• Maintain an organized workspace and properly file documents, updates, and product information so it is readily accessible for reference and to answer questions
• Ensure we have accurate data in our CRM
• Consistently integrates Allbridge’s core values into their everyday habits by treating all customers, internal and external, professionally, honestly and respectfully
• Accepts ownership and responsibility of position responsibilities and strives to deliver results for customers that establish high standards, credibility and quality performance

Inside Sales Account Manager

• Serve as the main interface for institutional customers through phone, email, and video conferencing.
• Act as the primary customer contact for assigned accounts.
• Conduct customer discovery and coordinate follow-up training with Cefaly Regional Trainers.
• Travel on-site to provide high-quality training to healthcare providers.
• Schedule and follow up on Regional Trainer in-service meetings.
• Process and track customer orders accurately.
• Work collaboratively with Customer Service to resolve questions, issues, and complaints.
• Use initiative to improve personal skills and departmental processes.
• Convert prospects into active customers.
• Works collaboratively with Inside Sales Representatives & Trainers.
• Represent CEFALY Technology at trade shows and medical conferences.
• Adapt to evolving business needs and take on other duties as required.
• Generate new leads and maintain accurate contact information in Salesforce.
• Perform additional duties as assigned.

Inside Sales & Training Associate

• Monitor and manage a real-time lead queue across all inbound channels: incoming calls, webforms, emails, voicemails, and texts.
• Manually add non-webform leads (emails, voicemails, texts, calls) to the Salesforce lead queue promptly upon receipt.
• Respond to all leads according to the established priority order: incoming calls first, followed by scheduled consults, most recently created leads, leads with only one call attempt, and remaining leads (newest to oldest).
• Mark all call attempts as 'Called' in the lead queue to ensure accurate outreach history.
• Conduct outbound calls, texts, and emails across a structured follow-up cadence of up to 12 contact attempts per lead.
• Transition leads with 6 or more unanswered attempts to a nurture sequence.
• Prioritize pending prospects for follow-up once all new leads have been contacted.
• Respond to cancellations and no-shows as soon as notification is received via email and work proactively to recover and reschedule the booking.
• Conduct discovery conversations to understand each prospect's health goals, program interest (Weight Loss, Hormone Care, or both), and readiness.
• Educate prospects on JumpstartMD programs, medication options (GLP-1 and non GLP-1), clinician and health coach support model, and the clinical assessment process.
• Present appropriate program options (Signature, Essential, or Online) based on the prospect's needs and location.
• Confidently close to a scheduled consultation and collect the Clinical Assessment Fee at the time of booking.
• Follow up with all booked-but-not-paid accounts to secure payment prior to the appointment.
• Maintain accurate and up-to-date records for all leads, pending statuses, and loss reasons in Salesforce.
• Ensure all pending leads include a clear loss reason for team visibility.
• Participate in weekly and monthly KPI reviews including call volume, booking totals, pending lists, and consultation quality scoring.
• Complete consultation quality scorecards and engage in regular coaching sessions with the Manager/Director.

Program Specialist – Inside Sales

• Serve as the primary point of contact for sales representatives and customer accounts, addressing their needs and ensuring a high level of service.
• Review and process customer orders, confirm pricing, and ensure order accuracy and completeness.
• Handle customer inquiries, resolve issues, and manage return processes in a timely and professional manner.
• Monitor shipment schedules and proactively follow up to ensure on-time delivery.
• Collaborate cross-functionally with internal departments including Accounting, Logistics, and Marketing to ensure smooth operational flow.
• Prepare and distribute weekly reports for planning and fulfillment tracking.
• Participate in scheduled weekly meetings with customers and sales teams to discuss status updates and opportunities.
• Enter and process customer purchase orders promptly and accurately.
• Generate and deliver weekly reports for internal stakeholders and customers, including sales and account management teams.
• Maintain regular communication with customers, propose product promotions, and monitor inventory levels and sales performance.
• Coordinate with Sales, Product Managers, freight forwarders, and customers to ensure timely and efficient delivery of shipments.
• Work with Warehouse and Accounting teams to confirm order shipments, invoice accuracy, and manage product returns.
• Must be able to solve both practical and complex problems and deal with a variety of factors in situations where only limited standardization exists.
• Must be able to multitask and operate in a fast-paced environment, while maintaining a disciplined approach to complete all tasks.
• Ability to work under tight and frequently changing deadlines in a dynamic business environment is necessary.

Inside Sales Assistant

• Responsible for management of card relationships
• Primary point of contact for existing clients
• Manage and grow assigned portfolio
• Monitor spend for managed portfolio clients
• Maintain strong communication with Treasury Management Consultants
• Participate in pricing of products and services
• Assist Regional Sales Manager in executing sales strategies

Senior Inside Sales Account Manager – Commercial Payments

• Follow an assumptive sales process to uncover customer needs, present solutions, and handle objections with confidence.
• Engage directly with customers via phone, email, chat, and other digital platforms.
• Drive revenue growth by meeting and exceeding sales goals and performance metrics.
• Build rapport and trust with prospective customers, creating an excellent customer experience.
• Stay sharp—participate in training and product updates to confidently communicate value propositions and competitive advantages.
• Work closely with peers and leadership to support team initiatives and foster a collaborative environment.
• Embrace flexibility—this role requires availability for variable schedules, including evenings, weekends, and occasional overtime.
• Make outbound calls when directed.
• Follow up on leads and sales to ensure installation.

Inside Sales Associate – Residential, SMB

• Contacts new and existing clients to solicit business
• Responds to client inquiries regarding allied services
• Maintains and updates client database and job profiles
• Negotiates contract rates
• Reassigns providers upon mutual agreement of provider and client
• Assists in developing marketing strategies
• Negotiates contracts and ensures execution of contracts
• Facilitates interviews between client and provider
• Accurately communicates client needs and requirements to Recruiters and Provider Reps
• Maintains appropriate amount of contact with client to ensure provider and CompHealth are meeting needs of client and to address any issues or concerns pro-actively
• Documents specifics of job in FOX system
• Documents all client conversations in FOX
• Meets all activity and production goals as set by management
• Ensures completion of QI information

Inside Sales, Client Representative

• Reach out to healthcare providers, learn their career goals, then match them with a healthcare facility that needs their services.
• Build a network of interested providers to make the job easier and more rewarding.
• Leave each day feeling proud that you’ve helped make a difference in healthcare.

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