Inside Sales

Willbanks Associates Inc; Missouri City (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Training

Comprehensive tool packages

Competitive compensation packages

401k plans

Holistic health coverage

Job summary

Willbanks Associates Inc in Texas is seeking an Inside Sales Support Administrator to streamline sales processes, manage leads in Acumatica, and deliver exceptional customer service.

This role supports the sales team with quotes, proposals, order coordination with logistics, and collaboration with cross-functional teams to meet sales targets. Willbanks offers a family-friendly environment and growth opportunities.

Qualifications

• Experience using Acumatica or similar CRM/ERP for lead and opportunity management.
• Strong communication and customer service skills.
• Ability to update records accurately and meet deadlines.

Responsibilities

• Update and manage leads, opportunities, and closed sales within Acumatica.
• Provide regular updates to the Account manager regarding status, forecasts.
• Build relationships with customers through timely communication.
• Provide quotes and proposals to close sales.
• Coordinate with logistics and support teams to fulfill orders.
• Engage in ongoing training to improve sales skills.

Skills

Acumatica CRM

Sales support

Customer service

Lead management

Tools

Acumatica ERP

Job description

Description

ABOUT THE JOB

Are you looking for a career path that challenges you to unleash your full potential?

Look no further than Willbanks, the #1 Boiler Service company in Texas. Our family-owned business values diversity, inclusion, and innovation that creates a work environment promoting forward-thinking and creativity. Our people are what make us great and sets us apart from our competition.

MISSION OF THE POSITION

The mission of Inside Sales provides critical administrative and operational support to the sales team. This role ensures smooth sales processes, maintains accurate records, and delivers excellent customer service to both internal and external stakeholders The Inside Sales Support Administrator will work closely with cross-functional teams to ensure customer satisfaction and support the company’s overall sales strategy.

ESSENTIAL DUTIES

• Update and manage leads, opportunities, and closed sales within Acumatica
• Provide regular updates to the Account manager regarding the status of sales opportunities, delivery, and sales forecasts.
• Build strong relationships with customers by providing exceptional service and timely communication.
• Follow up with existing customers to maintain engagement and identify new sales opportunities.
• Identify potential customers through research, inbound inquiries, outbound calls, and referrals.
• Qualify inbound leads and responds to customer inquiries promptly.
• Provide quotes, proposals, and follow-up communication to close sales.
• Collaborate with customer service to resolve any post-sale issues and ensure customer satisfaction.
• Stay up to date on industry trends, competitors, and product knowledge.
• Participate in regular training and development to improve sales skills and product knowledge.
• Assist with administrative duties as needed (e.g., managing contracts, processing orders, coordinating with the logistics team).
• Engage in any other duties as assigned by the sales leadership team.
• Weekly AR review and follow up to include phone calls to customers.
• Upsell and cross-sell products and services to existing customers.

BENEFITS

• Training
• Comprehensive tool packages
• Competitive compensation packages
• 401k plans
• Holistic health coverage

WE VALUE WORK-LIFE BALANCE & OFFER

• Internal functions to get to know your coworkers on a fun level
• 10 paid holidays
• 120 Hours of PTO
• Memberships to professional organizations paid for by the company
• Quarterly Core Value Challenges for cool prizes
• Astros Tickets!

Requirements

OUR CORE VALUES

Think Forward

• What got us here, won’t get us there.
• Challenge the status quo.
• Anticipate.

Lift up

• Encourage.
• Educate and elevate.
• Extend a helping hand.

Do Right

• Do what you say.
• No Bullshit.

Be Great

• Good is the enemy.
• Be the exception.
• Rise above.
• Go beyond.

Bring Passion

• Love what you do.
• Motivate.
• Inspire.
• Have fun.

Improve Today

• Be better.
• Make the world better.