What are the responsibilities and job description for the Inside Sales Executive position at RJ Lee Group, Inc?
Position Summary
The Inside Sales Representative supports RJ Lee Group’s Business Development function by serving as the central hub for lead qualification, customer engagement, quoting coordination, and sales operations. This role directly supports the Business Development team, and other BD staff—by enhancing responsiveness, improving pipeline management, and ensuring consistent handoff of qualified opportunities to External Sales.
The ideal candidate is highly organized, customer-service oriented, and able to work cross-functionally with technical SMEs, project managers, and executive leadership.
Key Responsibilities
Lead Management & Qualification
Serve as the first-line responder for inbound inquiries (web, email, phone).
Qualify leads using BD-defined criteria and route appropriately to External Sales or Technical SMEs.
Maintain timely follow-up with prospects to ensure movement through the sales funnel.
Sales Support for External (Field) Sales
Act as a dedicated inside support liaison for External Sales
Prepare pre-call briefs and gather background materials for External Sales meetings.
Assist with proposal preparation, scope refinement, and document organization.
Coordinate with technical teams to assemble required data for quotations or capability responses.
Support coordination of conferences, trade shows, and client visits.
Quoting & Proposal Coordination
Create, update, and track quotes, proposals, and SOWs using RJLG templates and CRM systems.
Ensure proposals reflect accurate technical content, appropriate pricing, and required legal/compliance language.
Manage version control and maintain a central repository of proposal assets.
CRM & Sales Operations
Maintain all opportunity records, contact data, and forecasting information in the CRM.
Prepare weekly pipeline summaries for BD leadership (including Mark and the Executive Team).
Track KPIs such as quote volume, win rates, follow-up compliance, and segment performance.
Customer Engagement & Account Support
Provide exceptional customer service by responding promptly to inquiries, providing updates, and resolving minor issues.
Support onboarding of new clients by coordinating kick-off communications and ensuring smooth project initiation.
Manage renewals, recurring service reminders, and follow-up touch points for key clients.
Cross-Functional Collaboration
Work closely with Project Managers, Laboratory Supervisors, the Technical Consulting Group, and administrative teams.
Coordinate with Marketing on collateral, capability statements, case studies, and outreach campaigns when needed.
Assist BD leadership with data requests, market research, competitive insights, and reporting.
Alignment with External Sales Strategy
Ensure all Inside Sales activities reinforce External Sales goals, metrics, and account plans.
Identify opportunities for upsell, cross-sell, and account expansion and route them to External Sales quickly.
Participate in BD team meetings, strategy sessions, and quarterly review updates to ensure unified direction.
Qualifications
Bachelor’s degree in Business, Communications, Marketing, or related field (or equivalent experience).
2 years of inside sales, client services, or business development coordination preferred.
Strong communication and interpersonal skills.
Experience coordinating proposals, quotes, or technical documentation is a plus.
CRM experience required (Salesforce, HubSpot, or similar).
Ability to manage multiple deadlines simultaneously in a fast-paced environment.
Competencies
Customer Focus: Responds quickly and professionally to all inquiries.
Detail Orientation: Manages documentation, quotes, and records with precision.
Collaboration: Works seamlessly with BD staff, technical teams, and leadership.
Proactive Work Style: Anticipates the needs of External Sales and takes initiative.
Professional Communication: Represents RJ Lee Group’s brand and values with professionalism.