What are the responsibilities and job description for the Inside Sales Representative position at Naviant?
Are you ready to take ownership of real revenue, deepen customer relationships, and build the foundation for a successful sales career?
At Naviant, our mission is to partner with organizations to reimagine how work gets done, combining deep industry expertise, intelligent technology, and a human-centered approach to deliver measurable outcomes. Our vision is simple yet ambitious: Reimagine work through automation, AI, and data, freeing people to focus on what truly matters.
We’re seeking a driven, detail‑oriented Inside Sales Representative who is early in their sales career and ready to step into a role with real ownership, accountability, and impact. This position focuses on transactional upgrades, expansion opportunities, renewal support, and targeted sales campaigns across existing customer accounts.
This is not a cold‑calling role. You’ll work with active customers, manage live opportunities, and partner closely with Account Executives to support expansion strategies and active sales cycles. Designed as a development path toward a full Account Executive role, this position provides hands‑on experience owning revenue, managing pipeline, and operating within enterprise sales processes.
Performance Objectives – What You Will AccomplishFirst 30 Days: Getting Grounded
Develop a strong understanding of Naviant’s solutions, pricing models, and common upgrade and expansion paths.
Learn sales processes, Salesforce workflows, forecasting expectations, and pipeline hygiene standards.
Build working relationships with Account Executives and internal partners across sales, marketing, and operations.
Begin supporting inbound customer inquiries related to renewals, upgrades, and expansion opportunities.
Demonstrate strong organization, responsiveness, and attention to detail in all customer and internal interactions.
Independently own transactional upgrade opportunities and core product add-ons within assigned existing accounts.
Manage inbound renewal questions and customer expansion inquiries, ensuring timely follow-up and resolution.
Execute targeted sales campaigns across existing accounts, tracking engagement and opportunity progression.
Ensure all opportunities, activities, and customer interactions are properly documented in Salesforce.
Support Account Executives by managing follow-ups, proposals, and customer commitments coming out of active sales cycles.
Begin proactively identifying expansion opportunities within the current customer base.
Consistently close transactional deals and contribute measurable revenue through upgrades, add-ons, and expansions.
Maintain clear visibility into the transactional pipeline and provide updates that support accurate forecasting.
Partner closely with Account Executives on expansion strategies and account planning.
Help coordinate quarterly business reviews by preparing data, tracking follow-ups, and supporting execution.Track and report on campaign effectiveness, opportunity progression, and revenue impact.
Demonstrate readiness for increased responsibility by operating with confidence, ownership, and process discipline.Continue developing enterprise sales skills in preparation for progression into a full Account Executive role within 18–24 months.
Competencies – Key Skills & Experience We're Looking For
Sales Execution & Deal Ownership
Experience closing small deals or supporting high‑volume BDR motions, with a strong interest in owning revenue. Comfortable managing transactional sales cycles, handling objections, and moving opportunities to close with urgency and precision.
Account Expansion & Customer Focus
Ability to identify and act on expansion opportunities within existing customer relationships. Skilled at responding to customer inquiries, understanding needs, and aligning solutions to drive additional value and revenue.
Process Discipline & Salesforce Hygiene
Highly organized and comfortable working within defined sales processes. Strong attention to Salesforce accuracy, pipeline hygiene, and follow‑up tracking to support forecasting and execution.
Collaboration & Team Selling
Effective partner to Account Executives and cross‑functional teams. Willing to support active sales cycles through follow‑ups, proposals, coordination, and customer communication to ensure commitments are met.
Campaign & Pipeline Management
Experience supporting or executing sales and marketing campaigns. Able to track effectiveness, manage multiple opportunities simultaneously, and meet deadlines in a fast‑paced environment.
Growth Mindset & Professional Drive
High degree of energy, enthusiasm, flexibility, and confidence. Motivated to learn enterprise sales, build credibility, and grow into a full Account Executive role. Comfortable receiving feedback and operating in a performance‑driven environment.
Perks and Benefits – How We Take Care of Our Team
At Naviant, we believe in taking care of our people, both professionally and personally. As a fully remote company, we offer an engaging and supportive culture that prioritizes work-life balance.
Our Benefits:Comprehensive Health, Dental, & Vision Insurance
Employer Paid Disability & Life Coverage
401k & Match Program
Generous Paid Time Off
Flex Spending Plans & Dependent Care
Monthly Home Office Allowance
Volunteer Time Off
Charitable Giving Program
Lifestyle Spending Account
Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!
Employees must reside in the U.S. and be authorized to work in the U.S.
Sponsorship is not provided.
Naviant is an Equal Opportunity and E-Verify employer seeking a diverse and talented workforce.
E-Verify Notice
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