What are the responsibilities and job description for the Inside Technical Sales Representative – Salesforce Preferred position at CEO Inc.?
Inside Sales Technical Representative (Salesforce Preferred)
Charlotte, NC- Local candidates Only- Must have fully executed GC or US Citizenship
If you enjoy building customer relationships, uncovering new business opportunities, and helping customers find the right technical solution, this is an opportunity to join a collaborative team where your contributions directly impact customer success and company growth.
We're looking for a Technical Inside Sales Representative who enjoys working directly with customers, managing opportunities from initial inquiry through order completion, and developing long-term business relationships. You'll be responsible for preparing quotations, supporting existing customers, identifying new opportunities, and partnering with outside sales to grow the business.
In addition to your sales responsibilities, you'll help support the company's Salesforce CRM by maintaining accurate data, assisting with reporting, and helping improve sales processes. Salesforce experience is important, but customer engagement and inside sales are the primary focus of this position.
What You'll Do
Customer Relationships & Account Management
- Serve as the primary point of contact for customers by phone, email, web inquiries, and LinkedIn.
- Respond to customer inquiries, recommend technical solutions, and provide outstanding customer service.
- Prepare accurate quotations and manage opportunities through the complete sales cycle.
- Coordinate customer projects from initial inquiry through order completion.
- Process customer returns (RMAs) and work with production to resolve issues quickly and professionally.
- Build long-term customer relationships that encourage repeat business and continued growth.
Inside Sales & Business Development
- Follow up on inbound leads and convert opportunities into sales.
- Prospect new customers through phone, email, and LinkedIn outreach.
- Research target accounts, identify key decision-makers, and develop new business opportunities.
- Grow existing customer accounts by identifying additional products and solutions.
- Maintain an active sales pipeline and consistently follow up on open quotations and opportunities.
- Partner with outside sales to support customer growth and business development initiatives.
- Support trade shows, marketing initiatives, and other sales activities as needed.
Salesforce & Sales Operations
- Maintain accurate customer, opportunity, and sales information within Salesforce.
- Assist with reports and dashboards that support sales performance and business decisions.
- Support Salesforce users and help improve CRM adoption and data integrity.
- Participate in ongoing improvements to Salesforce and sales processes.
What We're Looking For
- 3 years of inside sales, technical sales, customer service, or sales support experience.
- Experience generating quotations and managing customer accounts.
- Demonstrated success developing new business while growing existing customer relationships.
- Experience using Salesforce or another CRM platform.
- Strong communication, relationship-building, and problem-solving skills.
- Excellent organizational skills with the ability to manage multiple priorities.
- Self-motivated with the ability to work independently and as part of a collaborative team.
- Comfortable learning technical products and communicating technical information to customers.
Preferred Qualifications
- Experience selling technical, industrial, manufacturing, electronics, automation, or fire protection products.
- Experience as a Salesforce Administrator or Salesforce Super User.
- Experience creating Salesforce reports and dashboards.
- Experience with SAP or another ERP system.
- Ability to read or interpret technical drawings is a plus.
Why You'll Enjoy This Opportunity
- Build lasting customer relationships while helping customers find the right technical solutions.
- Manage opportunities from first contact through order completion and see the direct impact of your work.
- Work closely with sales, manufacturing, operations, and customer service in a collaborative environment.
- Contribute to improving sales processes and CRM effectiveness while keeping customer interaction at the center of your day.
- Join a company where your ideas are valued, your contributions are visible, and your success directly supports the growth of the business.
If you're an inside sales professional who enjoys building relationships, solving customer challenges, and driving business growth in a technical environment, we'd love to hear from you.