Demo

Inside Sales Coordinator

Specialized Accounting Services, LLC
Pleasant Prairie, WI Remote Full Time
POSTED ON 3/26/2025
AVAILABLE BEFORE 5/26/2025

JOB SUMMARY: 

The Inside Sales Coordinator acts as a liaison between clients and internal departments to drive revenue growth by providing excellent customer service and administrative support.

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES: – Other duties may be assigned:

  • Administer the entire sales process from lead generation to deal closure
  • Assess client needs and deliver tailored solutions that align with the company’s services
  • Maintain and update Salesforce to track and manage customer interactions, sales activities, and lead generation
  • Act as a frontline for client relations:
    • Conduct sales calls to 30 prospective clients per week, educating them on services we provide
    • Screen and setup meetings for prospective client calls
    • Develop and maintain relationships with prospects to drive long-term client retention
    • Prepare and send proposals to prospective clients
    • Facilitate a seamless onboarding process for new clients to our services
  • Manage ongoing email campaigns and promotional materials through Constant Contact to drive client engagement
  • Provide insights to leadership on improving efficiency
  • Some travel may be required

EDUCATION, EXPERIENCE, QUALIFICATIONS AND SKILLS:

  • 1-2 years of experience in inside sales or customer service
  • Bachelor’s degree in business, marketing, or related field
  • Must be proficient in: Salesforce
  • Must be proficient in: Microsoft Office (Word, PowerPoint, Excel, Publisher)
  • Must demonstrate excellent communication and interpersonal skills
  • Work effectively both independently and as a collaborative team member with internal departments
  • Highly organized with excellent time-management abilities

PHYSICAL REQUIREMENTS:

NOTE: This is largely a sedentary role. Employee is required to frequently sit, talk, and listen, and to operate office equipment (computer, phone, copy machine, etc.).

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