Qualifications Specialist

Creative Safety Supply•Beaverton, OR

4d•Onsite

About The Position

As our company continues to expand, we’re seeking a motivated and meticulous Qualification Specialist to help streamline our sales process and strengthen our team. In this role, you’ll manage the front end of the sales journey, balancing analytical precision with clear, confident communication, maintaining CRM data accuracy, tracking lead performance, and engaging with prospects to guide them toward the right solutions. This role is perfect for someone who enjoys combining data-driven insights with meaningful customer interaction, contributing directly to our company’s growth and success. If you’re organized, proactive, and passionate about optimizing processes, we’d love to have you on our team.

Requirements

1-3 years of experience in B2B sales support, customer experience, lead qualification, inside sales or account management is required.
Proficiency with CRM systems (HubSpot preferred) and lead management tools.
Clear and professional written and verbal communication skills.
Proficient working with office-based productivity tools, Microsoft 365 (Word, Excel, Teams, Outlook) highly preferred.
Data Hygiene: Ability to manage, organize, and maintain accurate data within digital systems.
Comfortable learning new software tools and adapting to evolving technology and internal processes.
Highly organized and self-motivated, with excellent time management skills.
Proven experience in cross-functional collaboration and interdepartmental coordination.
Knowledge of manufacturing workflows, products, and processes.
Familiarity of sales funnels, lead scoring models, marketing automation tools, and B2B sales cycles.
Ability to assess business needs, including swiftly determining lead priority/fit.
Strong sense of ownership and accountability for maintaining data integrity and supporting process efficiency.
Comfort balancing data-centric work with direct customer engagement.

Responsibilities

Lead Review & Qualification
Evaluate inbound leads using predefined criteria and distribute appropriately to Sales Representatives or the proper marketing tracks.
Engage potential customers across different platforms (phone/email/live chat) by asking qualifying questions to uncover needs, build rapport, assess interest, and promote product alignment.
As necessary, follow-up on customer inquiries, open quotes, and renewal opportunities
Provide support and coverage for Sales Representatives due to time off, travel, or workload overflow ensuring early stage follow up and customer needs are met promptly.
Data Management & Process Execution
Maintain accurate and up-to-date records in the CRM, including notes, statuses, tags, and lead source details.
Monitor lead flow, perform data cleansing, and ensure funnel hygiene.
Manage sequences and follow-up cadences for timely outreach and efficient lead movement through the funnel.
Identify recurring routing, coverage, or data issues and escalate for correction.
Verify territory ownership and correct misrouted or misclassified accounts.
Communication & Collaboration
Communicate clearly, respectfully, and professionally both internally and externally.
Collaborate interdepartmentally to ensure seamless transition and experience for our customers.
Own the intake and transfer of all potential sales opportunities originating from Customer Service.
Apply a heightened sense of urgency when identifying sales-ready leads to ensure rapid engagement by the appropriate Outside or Inside Sales Representative.
Support special initiatives, reporting, or administrative tasks assigned.
Continuous Improvement
Analyze qualification outcomes and provide feedback on lead sources, scoring thresholds, or process gaps.
Assist with training or onboarding new team members on CRM and lead-handling processes as needed.
Identify opportunities to simplify, automate, or improve workflows.