Position Summary

The Inside Sales Representative plays a central role in supporting the sales process and customer experience. This position partners closely with Outside Sales, Marketing, and internal teams to move opportunities forward, keep orders on track, and ensure customers receive timely, accurate communication. This role helps turn leads into active opportunities, supports deals through completion, and keeps sales data organized so the team can operate efficiently and deliver a smooth, professional experience.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Sales & Customer Support

• Partner with Outside Sales Representatives to support active opportunities, prepare quotes and proposals, and help move deals forward
• Serve as a go-to contact for customers with questions about products, orders, and timelines
• Follow up on quotes, leads, and customer inquiries to maintain momentum and responsiveness
• Track orders through key post-sale milestones such as delivery, inspections, shipping, and training
• Coordinate with service, parts, accounting, and sales teams to resolve order or documentation issues

Lead & Marketing Support

• Help manage inbound leads from phone, email, and website and ensure they are routed and followed up on appropriately
• Support approved marketing campaigns through customer and prospect follow-up
• Assist with maintaining accurate customer data, lists, and segmentation in CRM systems
• Support trade shows, customer events, product launches, and related follow-up activities
• Share customer feedback, objections, and market insights to help inform sales and marketing strategy

Sales Operations & Systems

• Maintain accurate quotes, orders, contracts, and opportunity data in CRM and ERP systems
• Help ensure pricing, documentation, and customer information meet internal standards
• Support reporting needs such as sales activity, pipeline updates, and order status
• Assist with data cleanup, audits, system updates, and process improvement efforts that make the sales process more efficient

Physical Demands and Work Environment

This is primarily an office-based role. The employee regularly sits, works at a computer, and uses standard office equipment such as a phone and printer. Occasional standing, walking, bending, or reaching may be required. The employee may occasionally lift or move items up to 10 pounds. Close vision and the ability to focus on a computer screen for extended periods are required.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.

To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at-will relationship.

SWS Equipment is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.

Minimum Qualifications

• High school diploma or equivalent required
• 2+ years of experience in inside sales, sales support, or a customer-facing administrative role
• Experience supporting outside or field sales teams preferred
• Proficiency with Microsoft Office (Excel, Word, Outlook)
• Experience with CRM and ERP systems preferred
• Strong organizational skills and attention to detail
• Clear and professional written, verbal, and phone communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Ability to work collaboratively across departments
• Ability to travel occasionally, as business needs require (up to 10%)