About The Position

About the Inbound Sales Specialist: The Inbound Sales Specialist is the first point of contact for prospective customers. This role delivers a high-touch, concierge-level experience by handling inbound calls, understanding customer needs, and qualifying opportunities before passing them to an internal Sales Consultant for a face-to-face consultation. This is an inbound, consultative role focused on creating strong first impressions and setting sales conversations up for success. Location: Salt Lake City, UT

Requirements

  • Experience in a sales, customer success or similar customer facing role; demonstrated success in B2B or telesales preferred.
  • A strong willingness to be coached and developed, with a commitment to continuous learning.
  • Demonstrated sales skills, including the ability to engage and persuade potential clients.
  • Excellent verbal and written communication skills.
  • Ability to build and maintain strong client relationships.
  • A process-oriented mindset with attention to detail and accuracy.
  • Basic understanding of analytics and the ability to interpret data to drive decisions.
  • Strong organizational and time management skills.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Self-motivated and goal-oriented with a strong work ethic.

Responsibilities

  • Answer inbound calls and engage prospects with a professional, consultative approach
  • Conduct discovery conversations to understand customer needs, goals, and fit
  • Qualify inbound opportunities using defined criteria
  • Schedule and pass qualified opportunities to internal Sales Consultants for in-person or virtual consultations
  • Provide a seamless handoff by capturing clear notes and insights in CRM
  • Collaborate closely with internal sales teams to ensure alignment and a strong customer experience
  • Consistently meet quality, conversion, and responsiveness expectations

Benefits

  • Structured learning and career development programs
  • Mental health program
  • Generous Paid Time Off policy
  • Paid medical leave
  • Child/Dependent care reimbursement
  • Education reimbursement
  • 401k match, hardship loan program, access to financial wellness advisor
  • Comprehensive healthcare coverage including medical, dental, and vision
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