Inside Sales Representative in Pittsburgh, Pennsylvania at Vertex Opco, LLC

Job Summary

Our Inside Sales Representative works both independently and in collaboration as dedicated support to our Outside Sales team. In this role, you'll serve as the internal point of contact for managing accounts, preparing proposals, coordinating communication, and ensuring a seamless customer experience. Your efforts will help maximize the productivity and success of our Outside Sales Representatives in the field.

Key Responsibilities

Sales Support & Coordination

• Partner with Outside Sales Representatives to manage day-to-day sales activities.
• Prepare quotes and proposals tailored to client needs.
• Process new purchase orders

Account Management & Customer Service

• Act as the internal point of contact for customer questions, order updates, and product information. Provide problem solving and support in expedited situations
• Provide phone support
• Progressive payments/special terms
• Assist with onboarding new clients and managing customer data in CRM systems.
• Ensure timely responses to client inquiries and maintain strong customer satisfaction.

Pipeline & CRM Management

• Support forecasting and pipeline development by maintaining accurate and current data.
• Monitor open orders and ensure follow-ups are completed in coordination with the outside rep

Cross-Functional Collaboration & Reporting

• Liaise between customers, outside sales, principals/vendors, operations, and other internal departments.
• Provide regular reporting on activity, sales metrics, and client feedback.
• Identify areas to improve sales processes and customer engagement strategies.
• Housekeeping duties such as filing invoices, packing slips, product received, delivery tickets and other paperwork as needed.
• Update production log/archive as needed
• Other related duties as requested.

Qualifications

Education & Experience

• Associate or bachelor’s degree in business, marketing, or a related field preferred; equivalent work experience considered.
• 2–4 years of experience in inside sales, customer service, or account management, preferably in an industrial, manufacturing, or technical environment.
• Experience supporting outside sales or field representatives in a team-based selling structure.
• Proficiency with CRM and ERP systems (NetSuite experience a plus).
• Strong working knowledge of Microsoft 365 (Outlook, Excel, Teams, and SharePoint).

Skills & Competencies

• Excellent communication and interpersonal skills, with the ability to build and maintain strong customer and vendor relationships.
• Highly organized and detail-oriented, with strong follow-up and multitasking abilities.
• Strong analytical and problem-solving skills with the ability to handle urgent or complex customer requests.
• Customer-focused, professional, and adaptable in a fast-paced environment.
• Collaborative mindset with the ability to work closely with multiple departments and external partners.

Physical & General Requirements

• Ability to lift up to 25 lbs occasionally (e.g., handling samples, literature, or office supplies).
• Must be able to sit or stand for extended periods while performing computer and phone-based tasks.
• Consistent attendance, punctuality, and attention to detail are essential.