Position Summary / Objective
The Product Specialist - Inside Sales supports the technical support business by handling day-to-day sales activities, customer inquiries, and inside sales functions. This role focuses on lead qualification, quote generation, order support, and customer engagement while providing foundational product knowledge to assist the external sales organization. It is a junior-level position designed to strengthen customer responsiveness and ensure smooth sales operations.
Duties and Responsibilities
- Serve as a primary internal point of contact for incoming customer inquiries, requests for information, and product questions.
- Prepare and deliver accurate and timely quotations, including configuration guidance and pricing support.
- Manage day-to-day inside sales activities, including lead follow-up, customer communication, and CRM updates.
- Provide technical support with escalation of more complex inquires to engineering or senior sales staff.
- Qualify inbound leads and route opportunities to the sales manager or manufacturer representatives as appropriate.
- Support external sales efforts by preparing documentation, coordinating product demos, and assisting with proposal packages.
- Maintain CRM database integrity-including opportunity details, contact information, and forecast updates.
- Assist in processing orders by coordinating with operations, customer service, and finance to ensure accuracy and on-time fulfillment.
- Track and follow up on open quotes to improve conversion rates and maintain visibility into pipeline status.
- Support marketing initiatives including email campaigns, promotional activities, and trade show preparation.
- Coordinate with the repair team to provide RMA's and status of repairs to customers.
- Provide basic technical product information and escalate more complex inquiries to engineering or senior sales staff.
- Monitor market activity and share feedback from customers to help identify trends and opportunities.
- Maintain product demo equipment check-in/check-out records.
- Assist in developing customer-facing materials (datasheets, presentations, FAQs, etc.).
- Coordinate with international sales teams when required to answer basic technical questions or prepare quotes.
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Supervisory Responsibilities
This position has no supervisory responsibilities.
Required Education and Experience
- Associate degree or equivalent experience required; bachelor's degree in engineering, business, or related field preferred.
- 1-3 years of inside sales, customer service, technical support, or sales support experience (preferably with technical or industrial products).
- Strong technical aptitude and willingness to learn data acquisition product lines.
- Proficient in CRM systems and Microsoft Office Suite.
- Strong communication, interpersonal, and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred Skills, Experience, and Certifications
- Experience with data acquisition systems or similar test & measurement equipment.
- Prior exposure to manufacturing representative channels or distributor support.
- Familiarity with Salesforce or comparable CRM systems.
- Basic understanding of engineering concepts (electrical, industrial, or mechanical).
Physical Requirements
- Ability to lift up to 30 lbs (for occasional demo equipment handling).
Special Working Conditions / Travel Requirements
- Primarily office-based with minimal travel (0-10%).
- Role routinely uses standard office equipment such as laptops, photocopiers, and smartphones.
Notes
This job description is not designed to cover all duties or responsibilities required for this role. Responsibilities may be modified at any time with or without notice.