Position Summary

The Inside Sales Representative serves as the primary point of contact between customers and the company, managing relationships with existing customers while developing opportunities with new customers. This position is responsible for understanding customer requirements, reviewing technical information, preparing and following up on quotations, coordinating order requirements, and supporting successful execution of customer projects.

The role requires a strong understanding of sheet metal fabrication processes, blueprint interpretation, material requirements, production capabilities, and pricing considerations. The Inside Sales Representative works closely with Outside Sales, Business Development, Estimating, Engineering, Production, Quality, Purchasing, and Management to ensure customer expectations are met while maintaining company profitability, operational efficiency, and customer satisfaction.

Primary Responsibilities

Customer Relationship Management

• Serve as the internal communication link between customers and the company.
• Develop and maintain strong relationships with existing customers.
• Respond promptly to customer inquiries, requests, and project updates.
• Build rapport and trust with customers through professional communication and follow-through.
• Identify customer needs and provide solutions that align with company capabilities.
• Maintain confidentiality of customer information, pricing, drawings, and proprietary data.
• Resolve customer questions, concerns, and complaints in a timely and professional manner.
• Communicate customer expectations clearly to internal departments.

Inside Sales

• Communicate company capabilities, manufacturing processes, and service offerings to customers.
• Follow up on sales opportunities, quotations, and pending customer decisions.
• Maintain professional relationships with customer purchasing, engineering, and program representatives.
• Report customer feedback to Outside Sales Associate and provide additional support when needed.

Quoting & Pricing Responsibilities

• Review customer drawings, specifications, and technical requirements to support quoting activities.
• Compile itemized material requirements, labor considerations, outside processing requirements, and pricing information.
• Prepare customer quotations based on established estimating and pricing processes.
• Coordinate with internal departments to obtain accurate cost information.
• Communicate with outside vendors regarding outsourced processes, material availability, and pricing.
• Apply sound business judgment when recommending pricing to support company profitability.
• Balance customer expectations with manufacturing capability, capacity, and cost requirements.
• Monitor quoted projects and provide feedback regarding pricing accuracy and competitiveness.
• Maintain quotation records and follow up on outstanding quotes.

Technical Customer Support

• Interpret drawings and identify important manufacturing considerations.
• Review customer blueprints, specifications, and engineered data to understand project requirements.
• Recognize sheet metal fabrication processes required to meet customer expectations.
• Understand manufacturing capabilities, limitations, and production requirements.
• Communicate technical requirements between customers and internal teams.
• Assist customers with design-related questions when appropriate.
• Coordinate with Engineering regarding drawing revisions, technical questions, and manufacturability concerns.
• Support Design for Manufacturability (DFM) discussions.

Order Management & Coordination

• Verify order requirements when applicable including:
• • Part numbers
  • Revision levels
  • Quantities
  • Pricing
  • Delivery requirements
  • Customer specifications
  • Documentation requirements
• Coordinate order requirements with Production, Engineering, Purchasing, and Quality.
• Monitor order status and communicate updates to customers.
• Follow up internally to ensure customer commitments are achieved.
• Assist in resolving order-related issues that may affect delivery or customer satisfaction.

Production & Vendor Coordination

• Communicate customer requirements to internal departments.