Inside Sales Support
2 weeks ago
**Job Summary**:
As our **Inside Sales Support**, you’ll play a pivotal role in keeping our sales and account management processes running smoothly. This position supports the business development team by managing proposals, qualifying leads, conducting inside sales outreach, maintaining CRM data integrity, and delivering valuable insights on customer and revenue performance.
Beyond traditional sales support, you’ll also play a **critical role in customer retention and account management** — ensuring the organization stays connected to our top accounts, identifying potential risks early, and facilitating engagement across departments to strengthen client relationships and reduce churn.
If you’re organized, analytical, and proactive, and you thrive on creating structure and visibility in fast-paced sales environments, this is the role for you.
**Key Responsibilities**
**1. Sales & Proposal Support**
- Collaborate with Project Managers and field teams to develop accurate proposals and pricing.
- Ensure seamless transitions between sales, operations, and service delivery teams.
- Prepare quotes, estimates, and service agreements within a 72-hour turnaround target.
- Provide general administrative support to the Business Development team.
**2. Lead Qualification & Inside Sales Outreach**
- Qualify inbound leads and inquiries, assessing fit and potential opportunity.
- Conduct outbound follow-ups and nurture leads through the early stages of the sales cycle.
- Support campaign execution and follow-up for target accounts in collaboration with marketing.
**3. CRM & Sales Reporting**
- Maintain accurate, up-to-date data on all leads, opportunities, and client activities in the CRM (Evolved).
- Track sales pipeline, proposal activity, and key performance metrics for reporting to leadership.
- Administer CRM and sales enablement tools (Evolved, Instantly, PowerApps Estimating Calculator).
- Generate dashboards and periodic reports on revenue, win/loss trends, and client activity.
**4. Account Management & Retention**
- **Centralize Account Visibility**: Develop and maintain a “Top Accounts Dashboard” that tracks revenue, project volume, service mix, key contacts, and engagement frequency.
- **Retention Intelligence**: Monitor client activity and service delivery data to identify accounts showing signs of disengagement or risk, and escalate concerns to Business Development and Operations.
- **Cross-Department Engagement**:
- Facilitate regular internal reviews of top and at-risk accounts with Business Unit Managers and Operations.
- Ensure key account updates are shared across departments so all teams are aligned on client priorities.
- **Client Touchpoints**:
- Support the scheduling and follow-up of client review meetings, service check-ins, and renewal conversations.
- Track the cadence of client contact to ensure no key accounts are neglected.
- **Feedback Loop**: Collect and summarize client feedback and service review results to inform continuous improvement efforts.
- **Strategic Insights**: Provide leadership with quarterly summaries highlighting account performance, churn risk, and growth opportunities.
- **Process Enablement**: Help define and reinforce internal expectations for follow-ups and account ownership across business units.
**Qualifications**
- 2-4 years of experience in sales support, inside sales, or account coordination (B2B preferred).
- Proven experience working alongside multidisciplinary teams.
- Strong analytical and organizational skills; comfortable interpreting data to identify trends.
- Excellent communication and relationship management abilities.
- Proficiency in Microsoft Office Suite (especially Excel and PowerPoint).
- Detail-oriented, proactive, and collaborative with a focus on continuous improvement.
**Why Join Us**
- Be the bridge between Sales, Operations, and Leadership — driving client retention and growth.
- Gain exposure to diverse clients and industries in a fast-paced, high-impact environment.
- Enjoy a collaborative team that values initiative, creative problem solving, and a bit of fun
- Competitive compensation, benefits, and opportunities for career development.
**Job Types**: Full-time, Permanent
**Benefits**:
- Company events
- Dental care
- Employee assistance program
- Paid time off
- RRSP match
- Vision care
Work Location: In person
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