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Flow Control Group

Inside Sales Coordinator

Posted 8 Hours Ago
Be an Early Applicant
In-Office
San Ramon, CA, USA
80K-100K Annually
Entry level
In-Office
San Ramon, CA, USA
80K-100K Annually
Entry level
Supports outside sales and engages customers by qualifying inquiries, recommending technical products, preparing quotations, following up on leads, entering orders, and coordinating procurement, shipping, vendors, and inventory. Manages CRM records, customer communications, purchase orders, demo equipment, sales terms, commissions, and technical training programs. The role is primarily computer-based and conducive to remote work.
The summary above was generated by AI
  • Summary
    The position will support the Outside Sales team as well as directly engaging existing and
    potential customers. The individual should have a strong background in selling technical
    products and solutions. They will need to communicate effectively and work in conjunction with other Operations/Inside Sales staff to address customer requirements. We will provide technical support and
    training, but we are looking for an individual who can grow into a position of increased
    responsibility.
    Responsibilities:
    • Handling incoming inquiries from both end-user customers and the Outside Sales team
    • Qualifying inbound sales inquiries
    • Providing information about a product or solution
    • Determining which components are most suitable in collaboration with senior sales
    personnel
    • Working with vendors to coordinate technical or sales related tasks
    • Generating quotations for products, solutions, and services
    • Coordinating with procurement/shipping to determine product availability and shipping
    information
    • Checking in with customers periodically
    • Following up with customer inquiries and quotations
    • Managing email and phone outreach campaigns
    • Setup customers in CRM
    • Receive leads from vendors and enter into CRM as needed. Distribute leads to
    salespersons
    • Quotes within 24 hours of request
    • Orders entered when received
    • Acknowledgements to customers as soon as possible
    Expedite orders as needed
    Manage in-house orders
  • Sales Logic
    • Terms and Conditions negotiation as part of the sales process
    • Providing Certificate of Insurance to customers as required
    • Quotations for customers
    • Close Sales orders
    • Resale certificates
    • Applications for accounts
    • Reconcile Commissions
  • Purchasing
    • Prepare and place Purchase Orders for products for customers as required
    • Analyze inventory for Economic order quantity
    • Manage semi-annual returns for stock rotation requirements
    Demo Equipment
    • Order demo equipment
    • Manage demo equipment
    Internal Training Management
    • Manage training requirements for on boarding new technical or commercial sales
    resources
    • Report progress against sales training plans
    • Organize Vendor training events for sales and technical teams
    • Manage the lists of persons that are to receive training and webinar announcements
    from the various vendors
    Other
    • This position is conducive to remote work; most of the time is spent at the
    computer.
    • This position’s hours are typically Monday through Friday, with some flexibility
    based on business and personal needs.
    • Every position requires certain physical capabilities. CTi seeks to make
    reasonable accommodations that enable individuals with disabilities to perform
    essential duties when possible.
    • Use Outlook, Teams and CRM as primary communication internally and
    externally.

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