Join Excel Fluid Group

Inside Sales Support

This is a fulltime first shift position (Monday – Friday) 8:00 AM 4:30 PM

Position Overview:

We are seeking an organized, proactive, and driven Inside Sales Support professional to join our team. This role is critical in supporting our Sales Team by handling administrative sales tasks, managing lead-ups, and driving prospective efforts. The ideal candidate is comfortable with cold calling, highly organized, and following up both internally with team members and externally with customers and prospects.

Key Responsibilities:

• Sales & CRM Support:
  • Assist in the creation of quotes and proposals for customer presentation
  • Enter and manage data across systems such as Sage, HubSpot, and project files
  • Maintain accurate records for contacts, companies, logged activities, and communications
  • Track project status, open bids, and design/budget stage opportunities
  • Help prepare and analyze sales pipeline reports and dashboards.
• Prospecting & Lead Generation:
  • Cold calling and emailing to identify and qualify new leads
  • Schedule meetings and “Lunch & Learns” with potential clients
  • Search and track opportunities through bid platforms like Penn Bid, EPA, and Builders Exchange
  • Research accounts, identify key players, and generate interest in EFG offerings
  • Follow up on leads and stalled opportunities to keep communication active.
• Team & Process Support:
  • Work closely with the Sales Manager and team to ensure timely response to opportunities
  • Route qualified opportunities to appropriate sales consultants
  • Help take admin and estimating work off the sales team’s plate wherever possible
  • Be a proactive team player and contribute to overall sales team success

Qualifications:

• 1–3 years of experience in a sales support, inside sales, or administrative sales role (construction/engineering firm helpful)

• Strong Data Entry Skills

• Strong verbal and written communication skills

• Outgoing, Comfortable with outbound calling and cold prospecting

• Highly organized, detail-oriented, and proactive in follow-up

• Ability to manage multiple priorities and meet deadlines

Preferred Tools Experience:

• HubSpot CRM – managing contacts, logging activity, tracking pipelines

• Sage (or other ERP/order entry systems) – for quote/order processing

• Microsoft Office Suite – especially Excel, Outlook, and Word

• Experience using bidding platforms such as Penn Bid, EPA, or Builders Exchange

• Familiarity with sales reporting and dashboard tools is a plus

Compensation and Benefits:

• Comprehensive benefits package, including:

  • Paid holidays.

  • 401(k) with company match.

  • PTO (Paid Time Off)

  • Medical, Dental, Vision , Life, and Disability

  • Fitness Reimbursements

  • Team Bonus

  • Profit Share Bonus

Limitations and Disclaimer

The above job descriptions are meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the positions. 

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

 This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

 Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.