The Inside Sales Representative will support Portfolio Growth Center objectives by driving customer outreach, lead qualification, pipeline development, and sales support activity across conversion, recovery, retention, and national campaign initiatives. This role serves a part of a centralized sales team, helping identify qualified opportunities, improve customer follow-up, support SHAPE Sales discipline, and convert targeted outreach into measurable portfolio growth.

The ideal candidate is a proactive, organized, and customer-focused sales professional who can manage a high volume of phone, email, and digital outreach while maintaining accurate CRM records and clear communication with internal stakeholders. Success in this role requires strong follow-through, comfort working from defined target lists, the ability to qualify customer needs, and the discipline to move opportunities through established sales processes.

Essential Function 
1.    Conduct outbound customer outreach through phone, email, and digital channels to support conversion, recovery, retention, resign, and targeted campaign activity.   
2.    Create, update, and maintain accurate opportunities, customer records, follow-up actions, and activity notes in SHAPE Sales or other designated CRM systems.    
3.    Partner with local sales teams, branch personnel, and Portfolio Growth Center leadership to convert qualified activity into proposals, customer meetings, and booked opportunities.
4.    Provide first-line support to field users on EI sales processes, opportunity entry expectations, and basic SHAPE Sales usage questions.   
5.    Track activity, pipeline contribution, proposal movement, and campaign results to support management reporting and performance measurement.   
6.    Maintain a professional customer experience through timely follow-up, accurate information, and clear handoff to the appropriate sales or operations resource.