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The Inside Sales Role
The Inside Sales role provides dedicated support to Design Consultants, enabling them to focus on client engagement and winning new business. You will manage the detail, accuracy, and coordination of quotes, proposals, and follow-up to keep opportunities moving.
Key Responsibilities
- Opportunity Creation: Work alongside Design Consultants to identify, log, and track new sales opportunities.
- Quote Preparation: Produce accurate quotes for jobs, box orders, and evaluations, ensuring all required details are included.
- Take-Offs: Review drawings to extract equipment lists and quantities for proposals.
- Vendor Liaison: Request custom quotes and special pricing from vendors to ensure competitive offers.
- Proposal Export: Prepare and format basic or complex proposals for client delivery.
- Customer Communication: Keep clients informed during the quoting process and respond to queries promptly.
- Specification Management: Gather and attach relevant spec sheets and manuals where required.
- Lead Time Tracking: Monitor product availability and adjust proposals to reflect accurate delivery timelines.
- Address Verification: Confirm shipping and billing addresses for every proposal to prevent errors.
- Delivery Requirements: Check for lift gate needs and confirm delivery contact details for box orders.
- Job Booking: Verify NTP (PO, signed quote, contract), request SLED, save required documents to YODA, and pass jobs to the BC team.
- CRM Accuracy: Maintain up-to-date customer and account information in D365, including adding new accounts, updating contacts, and merging duplicates.
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Key Skills & Qualifications
We value professional growth and encourage our team to pursue ongoing development in the following areas:
- Communication: Clearly explain information to clients, colleagues, and vendors in both written and verbal form.
- Organisation: Maintain accuracy and detail across multiple projects and priorities.
- Customer Focus: Always act in the best interest of the client while balancing commercial goals.
- Collaboration: Work closely with Design Consultants, engineering teams, and the Care Director to achieve outcomes.
- Commercial Awareness: Understand pricing, margins, and the value of service agreements.
- CRM Proficiency: Use D365 to manage data, track opportunities, and maintain accurate records.
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Personal Conduct & Leadership
At CTI, we believe in a culture of professionalism, teamwork, and accountability. Our team should demonstrate:
- Ownership of System Reliability: You will take full responsibility for the continued performance of systems under service agreements, treating uptime as your personal mission.
- Proactive by Nature: You will not wait for systems to fail. You will actively seek out ways to improve performance and prevent future issues.
- Calm Under Pressure: You will perform fault-finding and repairs in live environments with minimal disruption, keeping clients informed at every stage.
- Commitment to Quality: You will complete every task to the highest standard, ensuring systems leave your care in optimal condition.
- Collaborative Spirit: You will work closely with service coordinators, project teams, and engineers to share findings and improve CTI’s service capability.
If you’re ready to take the next step in your career and deliver work you can be proud of, we’d love to hear from you.
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