Inside Sales Representative

Elevate97•Ashwaubenon, 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 customer relationships, and assist with customer project execution. The role combines sales development with hands-on experience coordinating projects, helping the representative learn how Elevate97 sells, manages timelines, coordinates production, fulfills orders, and delivers value to customers. Responsibilities span prospect research and outbound outreach, qualification and scheduling of sales meetings, support for account executives, and follow-up with prospects and customers. As experience develops, the representative may independently develop smaller opportunities and coordinate smaller projects from order through completion. Project work includes gathering and organizing requirements, coordinating with internal teams, monitoring milestones, communicating updates, and helping identify and resolve issues. During the first 90–180 days, the representative will receive cross-functional exposure to sales and business development, account management, estimating, production and fulfillment, design, logistics and shipping, installation, and project management. The aim is to build working knowledge of the customer lifecycle, from initial conversation through final delivery, and progressively increase the representative's independence and sales responsibility. Success is measured through sales activity, qualified opportunities, revenue, project execution, and professional development.

Requirements

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

Responsibilities

Research prospective customers that fit Elevate97's target customer profile and maintain prospect lists in HubSpot.
Conduct outbound prospecting by phone, email, LinkedIn, and other appropriate channels.
Establish relationships with prospects, identify business needs, and qualify prospects based on fit, opportunity, timing, budget, and scope.
Schedule qualified sales meetings and introductions for Outside Account Executives.
Re-engage past, inactive, and existing customers to identify new opportunities; develop smaller opportunities independently as experience grows.
Follow up consistently and maintain accurate HubSpot activity, contact information, and opportunity status.
Assist Outside Account Executives with prospect research, outreach, follow-up, proposals, presentations, and sales campaigns.
Identify opportunities for additional services and gather customer information needed for accurate quotes and proposals.
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.
Assist with identifying and resolving project issues and participate in post-project reviews.
Learn how changes in project scope, specifications, materials, quantities, timing, freight, and installation affect cost and profitability.
Develop understanding of the customer lifecycle, quoting requirements, production and delivery expectations, project challenges, additional services, and the relationship between scope, cost, pricing, and profitability.
Build knowledge of Elevate97's products, services, capabilities, and processes, and progress toward greater independence in managing customer opportunities and smaller projects.