Inside Sales Representative

Elevate97•Green Bay, WI

About The Position

The Inside Sales Representative works closely with Elevate97’s Outside Account Executives and Account Managers to generate new business, develop qualified sales opportunities, support existing customer relationships, and assist with customer project execution. The role combines sales development with hands-on exposure to how Elevate97 coordinates, produces, fulfills, and delivers customer work. The goal is to develop a well-rounded salesperson who understands both how to sell and how to execute projects successfully. The position covers prospecting and qualification, sales support, project coordination, customer communication, and cross-functional learning. During the first 90–180 days, the representative will gain exposure to sales and business development, account management, estimating, production and fulfillment, design, logistics and shipping, installation, and project management. Success is measured through sales activity, qualified opportunities, revenue, project execution, and professional development.

Requirements

  • Bachelor’s degree, associate degree, or equivalent related experience in customer service.
  • 0–3 years of experience in customer service or sales.
  • Interpersonal and communication skills, including the ability to present effectively in one-on-one and small-group situations.
  • Ability to work effectively with a wide range of constituencies in a diverse community.
  • Ability to develop relationships, provide leadership, and integrate organizations and individuals toward profitability objectives.
  • Ability to work well with others in a team environment and to follow instructions and work independently.
  • Ability to coordinate and organize meetings and/or special events.
  • Exceptional attention to detail, ability to analyze information, and problem-solving skills.
  • Ability to negotiate and manage contractual arrangements.
  • Experience with Microsoft Office, including Access, Excel, Outlook, PowerPoint, and Word.
  • Initiative, persistence, and a high energy level to achieve specified goals.

Responsibilities

  • Research prospective customers that align with Elevate97’s target customer profile and maintain prospect lists in HubSpot.
  • Conduct outbound prospecting by phone, email, LinkedIn, and other appropriate channels; establish relationships and identify potential customer needs.
  • Qualify prospects based on fit, opportunity, timing, budget, and potential scope, and schedule qualified meetings for Outside Account Executives.
  • Re-engage past, inactive, and existing customers to identify opportunities; develop smaller opportunities independently as experience grows.
  • Follow up with prospects and open opportunities, and maintain accurate HubSpot activity, contact information, and opportunity status.
  • Support Outside Account Executives with prospect research, outreach, follow-up, proposals, presentations, sales campaigns, and targeted prospecting.
  • Identify opportunities for additional services and gather customer information and requirements for accurate quotes and proposals.
  • Learn Elevate97’s capabilities and how they apply to customer needs and industries.
  • Participate in project kickoffs and internal project meetings, and assist with coordinating smaller projects from order through completion as experience develops.
  • Collect and organize artwork, specifications, quantities, shipping information, and other project requirements.
  • Coordinate with Account Managers, estimating, production, fulfillment, installation, and logistics teams.
  • Monitor project timelines, milestones, and deliverables; communicate updates and potential issues to relevant internal team members and assist in resolving project issues.
  • Learn how changes in scope, specifications, materials, quantities, timing, freight, and installation affect project cost and profitability.
  • Participate in post-project reviews to understand project performance and lessons learned.
  • Develop understanding of the full customer lifecycle, including prospecting, qualification, quoting, selling, project execution, fulfillment, delivery, and follow-up.
  • Ask effective questions, gather information needed for accurate quotes, set realistic production and delivery expectations, and identify potential execution challenges before a project is sold.
  • Recognize opportunities for additional services and understand the relationship between project scope, cost, pricing, and profitability.
  • Build knowledge of Elevate97’s products, services, capabilities, and processes, and communicate those capabilities confidently and credibly.
  • Demonstrate consistent prospecting, qualified opportunity generation, revenue development, accurate project documentation, effective communication, and progressive independence in managing opportunities and smaller projects.
  • Develop effective relationships, coordinate meetings or special events, collaborate with diverse teams, and work independently while following instructions.
  • Negotiate and manage contractual arrangements, take initiative, persist at tasks, and maintain the energy needed to achieve goals.
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