Inside Sales Representative

Paylocity; Milwaukee (WI); On-site; USD 45,000 - 70,000; Full time

Job summary

Paylocity is seeking an Inside Sales Representative in Milwaukee, WI. This exempt salary role focuses on serving as the primary contact for assigned customers, building strong relationships, and delivering timely quotations.

You will respond to customer inquiries, escalate critical issues to sales leadership, and collaborate with multiple internal teams to resolve problems and maintain accurate customer data.

Qualifications

• Requires associates degree; or one-year relevant experience and/or training.
• Experience in one or more of the following industries is preferred: industrial supply sales, agricultural service & products, metal manufacturing, industrial and commercial equipment, and/or distribution.
• Strong empathy for customers and passion for providing resolutions.
• Proficient with Microsoft Outlook, Excel, Word, Power Point, Project, and Teams.

Responsibilities

• Serve as a primary day-to-day contact with all assigned customers/accounts.
• Develop and maintain strong, professional relationships with customers.
• Prepare accurate and timely quotations for customers and prospects; obtain necessary pricing, material availability, lead times, and processing information from internal departments and suppliers.
• Respond promptly and professionally to customer communication.
• Proactively communicate changes to customer commitments and follow through until resolution.
• Monitor customer needs and identify potential service, delivery, quality, pricing, or availability concerns.
• Work with internal departments to resolve customer issues.
• Escalate significant or critical customer issues to sales leadership as appropriate.
• Maintain accurate customer information, contacts, notes, and opportunities.
• Establish and maintain a consistent corporate image throughout all product lines, promotional materials, and events.
• Support cross-functional teams that focus on managing our customers.
• Complete continuous improvement projects for the department and company as needed.

Skills

Empathy for customers

Active listening

Sales skills

Written communication

Verbal communication

Time management

Attention to detail

Education

Associates degree

1 year relevant experience

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Project

Teams

Job description

Responsibilities & Duties:

• Serve as a primary day-to-day contact with all assigned customers/accounts.
• Develop and maintain strong, professional relationships with customers.
• Prepare accurate and timely quotations for customers and prospects- obtain necessary pricing, material availability, lead times, and processing information from internal departments and suppliers.
• Respond promptly and professionally to customer communication.
• Proactively communicate changes to customer commitments and follow through until resolution.
• Monitor customer needs and identify potential service, delivery, quality, pricing, or availability concerns.
• Work with internal departments to resolve customer issues.
• Escalate significant or critical customer issues to sales leadership as appropriate.
• Maintain accurate customer information, contacts, notes, and opportunities.

Position Inside Sales Representative FLSA Classification Exempt (Salary)

Reports To Inside Sales Manager Location Milwaukee, WI

Department Sales Date Effective: 11/4/2021 Rev 3 9/16/2026 Rev 4

• Establish and maintain a consistent corporate image throughout all product lines, promotional materials, and events.
• Support cross-functional teams that focus on managing our customers.
• Complete continuous improvement projects for the department and company as needed.
• Follow and comply with all safety regulations, work rules, and maintain clean and orderly work areas.

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

Requirements

Education and/or Experience:

Requires associates degree; or one-year relevant experience and/or training; or combination of education and experience. Experience in one or more of the following industries is preferred: industrial supply sales, agricultural service & products, metal manufacturing, industrial and commercial equipment, and/or distribution.

Essential Functions

• Ability to prioritize and complete assigned tasks within the required time frame
• Demonstrate strong empathy for customers and passion for providing resolutions
• Deep understanding and display of company values to WIN customer interactions
• Solid sales skills and ability to uncover effective customer solutions
• Proficient with Microsoft Outlook, Excel, Word, Power Point, Project, and Teams
• Strong analytical, interpersonal, organizational and time management skills
• Demonstrate effective and active listening skills and patience
• Possesses excellent written and verbal communication skills
• Ability to resolve customer complaints in a one-call resolution.
• Ability to pay close attention to detail.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables and standardized situations.

Physical Demands

• Occasionally lift or move up to 15 pounds
• Sedentary work, sitting for extended periods of time.
• Staring at a screen for an extended period.
• Repetitive fine motor movements of the fingers, hands, and wrists performing tasks such as typing, writing, and moving computer mouse.

Work Environment

Frequently exposed to climate-controlled office environment with low level of noise. Occasional time spent on the production floor, subject to loud noise and exposure to outdoor weather conditions.