POSITION SUMMARY:
The Inside Sales & Customer Account Coordinator serves as a key liaison between customers, sales representatives, and service and project managers. This role is responsible for supporting business development efforts, managing customer accounts, coordinating sales activities, and ensuring a high level of customer satisfaction throughout the sales and service process.
The ideal candidate is highly organized, customer-focused, detail-oriented, and capable of managing multiple priorities while supporting revenue growth and long-term customer relationships.
Essential Duties and Responsibilities
- Build and maintain positive relationships with customers through proactive communication and follow-up.
- Conduct rotational customer health checks with accounts assigned with a focus on cross selling and updating customer information (contact, A/R, billing, etc).
- Send out seasonal marketing campaigns targeting existing client base.
- Respond promptly to customer proposal inquiries and assign to the appropriate BD Rep, Service Manager or Project Manager.
- Maintain accurate customer records and account information within CRM and company systems.
- Support Business Development reps with lead generation activities utilizing lead generation systems.
- Identify cross-selling and upselling opportunities within existing customer accounts and hand off to appropriate BD Rep, Service Manager or Project Manager.
- Generate and qualify leads through outbound calls, email campaigns, networking contacts, and referrals.
- Schedule customer meetings and coordinate sales appointments.
- Maintain opportunity data and reporting within CRM platforms.
- Assist with prospect research and target account identification.
- Prepare reports on sales activity, customer engagement, and business development metrics.
- Coordinate communication between customers, project managers, service teams, and sales representatives.
- Generate customer reports, service histories, and account summaries as needed.
JOB SPECIFICATION:
Education/Experience:
- Associate degree in Business, Marketing, Communications, or related field preferred.
- 2+ years of customer service, inside sales, account management, or sales support experience.
Required Knowledge, Skills, and Abilities:
- Strong verbal and written communication skills.
- Exceptional organizational and time-management abilities.
- Proficient with Microsoft Office Suite including Outlook, Word, Excel, and Teams.
- Experience utilizing CRM systems and sales tracking tools.
- Strong attention to detail and ability to manage multiple projects simultaneously.
- Professional demeanor with excellent customer relationship skills.
Knowledge, Skills, and Abilities:
- Experience supporting a B2B sales organization.
- Experience in construction, commercial services, facility management, or related industries.
- Familiarity with CRM platforms such as Dynamics 365, and lead generation systems such as zoominfo, Ontopical, Seamless.
- Business development support experience.
BENEFITS:
- Medical, Dental, and Vision Insurance
- Life Insurance
- Long Term Disability
- Paid Time Off
- Paid Holidays
- 401K with Company Match
- Tuition Reimbursement
Starting pay ranges from $24-28 per hour plus commission, based on experience and qualifications.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, climb ladder, bend, kneel, type, and talk or hear. The employee is also required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel. The employee must frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
EEO/AA Employer/Vets/Disability
