Inside Sales Representative - Marketing

Gregory Poole•Raleigh, NC

21d

About The Position

The Inside Sales Representative secures and maintains customer relationships within an assigned territory for Gregory Poole Equipment Company, the Caterpillar dealer for eastern North Carolina. The role enhances the customer experience and drives revenue growth for machine sales, aftermarket products and services, and rental opportunities. The representative manages customer accounts, identifies revenue opportunities, meets sales and activity goals, and maintains accurate customer information in CRM systems. The role sells new and used machines, attachments, parts, and services; uses phone-based sales techniques and targeted outbound campaigns; and matches equipment, financing, and Customer Value Agreements to customer needs. It also identifies and qualifies leads for machine sales, product support, rental sales, and digital onboarding teams, collaborating with internal teams to coordinate follow-up. The position supports an exceptional retail customer experience by providing a personalized in-store presence, making walk-in transactions faster and easier, and engaging customers across departments. Occasional in-region travel to dealer branches and customer worksites is required. The employee must be able to sit for long periods while using a laptop or PC. The job description notes that duties are not all-inclusive and that a supervisor may assign similar duties; major modifications require Human Resources approval.

Requirements

A four-year degree in business, sales, marketing, or a related field, or a two-year degree in a related field.
1–3+ years of customer-facing sales experience.
Demonstrated understanding of sales and relationship-building.
Skilled written and verbal communicator.
Excellent interpersonal relationship-building and problem-solving skills.
Demonstrated experience maintaining customer loyalty.
Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
Previous exposure to customer relationship management (CRM) systems and automated email systems.
Ability to sit for long periods while using a laptop or PC.
Ability to travel occasionally within the region to dealer branches and customer worksites.

Nice To Haves

Previous experience with or interest in technical or mechanical equipment products.

Responsibilities

Manage an assigned territory of customers and build strong, long-term relationships.
Identify consistent revenue growth opportunities within existing accounts.
Achieve assigned revenue goals, weekly call metrics, and planned annual rate of call (PAR).
Maintain accurate and updated customer information in CRM systems.
Sell new and used machines and attachments to walk-in, prospective, and existing customers.
Maintain customer interest in dealer parts, products, and services between equipment purchases.
Use phone-based sales techniques and conduct targeted outbound call campaigns.
Match equipment, attachments, financing, and Customer Value Agreements (CVAs) to customer needs.
Identify and qualify leads for Machine Sales, Product Support Sales, Rental Sales, and Digital Onboarding teams.
Develop expertise in machine performance, PSEs, attachments, financing, and service offerings.
Collaborate with internal teams to coordinate follow-up and opportunity management.
Provide a seamless, personalized in-store presence for each customer.
Increase transaction speed and ease for walk-in customers.
Support the company’s retail strategy through consistent customer engagement and cross-department collaboration.