What are the responsibilities and job description for the Inside Sales Representative position at McCloskey Partners, LLC?
The Inside Sales Associate serves as the primary point of contact for inbound sales inquiries and plays a critical role in supporting the sales process from initial client intake through proposal coordination and handoff.
This is a hands-on, execution-focused role responsible for client communication, sales coordination, scheduling, documentation, and system updates. The position operates under defined sales processes and works closely with outside sales, operations, and marketing to ensure a consistent, high-quality customer experience.
Client Intake and Customer Support
Sales Operations and Administrative Support
This is a hands-on, execution-focused role responsible for client communication, sales coordination, scheduling, documentation, and system updates. The position operates under defined sales processes and works closely with outside sales, operations, and marketing to ensure a consistent, high-quality customer experience.
RESPONSIBILITIES
Client Intake and Customer Support
- Serve as the first point of contact for inbound client inquiries by phone, email, showroom visits, and virtual meetings
- Conduct structured client needs intake to gather project details, timelines, and requirements
- Assist clients in the showroom, including walk-throughs and education on stone products, finishes, and fabrication capabilities
- Deliver a high level of customer service and responsiveness throughout the sales support process
- Support preparation of proposals and pricing packages based on defined specifications and sales direction
- Coordinate schedules, confirm appointments, and support meeting logistics for the sales team
- Attend client meetings as needed to support note-taking, follow-up, and documentation
- Assist with site visits as required to support measurements, sketches, and project documentation
- Ensure accurate and timely handoff of client information into internal systems
Sales Operations and Administrative Support
- Maintain and update CRM systems (expectation that Inside Sales Associate is subject matter expert in CRM system), sales trackers, and internal reporting tools
- Ensure accuracy, completeness, and timeliness of sales documentation
- Track client activity, follow-ups, and showroom traffic as directed
- Support consistency and organization across the sales pipeline
- Maintain professional relationships with clients to support repeat business
- Assist in supporting referral relationships with designers, builders, contractors, and trade partners
- Coordinate with Marketing on showroom events, promotions, and sales-related social media updates
- Represent Stone Tech Fabrication at showroom events and local industry functions as scheduled
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Minimum of one year of inside sales, sales coordination, or customer-facing sales support
- Experience in fabrication, construction, cabinetry, stone, or related industries strongly preferred
- Customer-focused professional with the ability to manage multiple priorities in a fast-paced environment
- Strong verbal and written communication skills with a calm, solution-oriented approach
- Highly organized with strong time management, attention to detail, and follow-through
- Comfortable collaborating cross-functionally with Sales, Marketing, Operations, and Leadership
- Self-starter with strong analytical, problem-solving, and independent decision-making skills
- Adaptable to changing client needs and business priorities
- Proficient in CRM systems, sales tracking tools, and Microsoft Office
- Exposure to design, estimating or drawing tools such as AutoCAD, SolidWorks, Procore, Bluebeam, Cabinet Vision, Revit, or similar systems preferred
- Associate’s degree preferred in Business, Sales, Marketing, or a related field; relevant experience considered in lieu of formal education