Inside Sales Consultant

Job Overview

We are seeking an organized and customer-focused Inside Sales & Contract Administrator to support our sales, operations, and finance teams. This role involves managing customer inquiries, preparing quotes, processing orders, coordinating contract documentation, setting up customer accounts, and handling invoicing and payment follow-ups.

The ideal candidate is comfortable using business software, managing multiple tasks, and communicating with customers, contractors, and internal teams. Experience in construction, manufacturing, distribution, or building products is a plus.

Key Responsibilities

• Handle incoming customer inquiries by phone, email, and online channels, and direct sales leads to the appropriate team members.
• Prepare and update customer quotes, proposals, and contracts.
• Maintain accurate customer records, sales opportunities, and follow-up activities.
• Collect and manage contracts, change orders, insurance certificates, tax forms, credit applications, and other required documents.
• Set up new customer accounts and job records in the ERP system.
• Prepare and submit customer invoices, including progress billing, AIA billing, retainage, and change orders.
• Submit invoices through customer billing portals and resolve billing discrepancies.
• Follow up on overdue payments and coordinate with the finance team regarding outstanding accounts.
• Process customer orders for replacement parts, hardware, and other products.
• Coordinate order availability, pricing, shipping, and delivery with internal teams.
• Answer incoming calls, assist visitors, and provide general administrative support.
• Maintain organized records and identify opportunities to improve sales, order processing, and billing procedures.

Qualifications

• High school diploma or equivalent required; an associate's or bachelor's degree is preferred.
• At least 3 years of experience in inside sales support, customer service, contract administration, billing, order processing, or a similar role.
• Experience with ERP or CRM systems such as Acumatica, NetSuite, Sage, Epicor, Microsoft Dynamics, Viewpoint, or QuickBooks is preferred.
• Proficiency in Microsoft Office, particularly Excel and Outlook.
• Strong communication, organizational, and problem-solving skills.
• Ability to manage multiple tasks, meet deadlines, and maintain accurate records.
• Construction billing experience, including AIA billing, retainage, lien waivers, or contractor billing portals, is a plus.
• Experience in construction, manufacturing, industrial distribution, or building products is preferred.
• Ability to learn new software and business processes quickly.

Compensation & Benefits

• Salary: $50,000–$60,000 per year, based on experience.
• Potential performance-based bonus.
• Health, dental, and vision insurance.
• 401(k) with company matching.
• Paid time off and holidays.
• Opportunity for professional growth and increased responsibilities.