Inside Sales Representative
Citadel Access Solutions, Anaheim, CA, United States
The Inside Sales Representative is responsible for driving revenue growth by managing inbound inquiries, generating quotes, and supporting customers with service, maintenance, retrofit, and new construction needs related to commercial gates, doors, and access control systems. This role works closely with service, estimating, and operations teams to ensure timely, accurate proposals and a high level of customer satisfaction.
Key Responsibilities Sales & Customer Engagement
Respond to inbound calls, emails, and online inquiries for service and project requests
Qualify customer needs and recommend appropriate solutions
Build and maintain strong relationships with contractors, property managers, and end users
Follow up on leads, proposals, and open opportunities to close sales
Estimating & Quoting
Prepare accurate quotes for service, repairs, maintenance agreements, retrofits, and small projects
Review plans, specs, and customer requirements for bid opportunities
Coordinate with field technicians and estimators for scope verification and pricing
Ensure proposals are submitted timely and professionally
Account Management
Manage existing customer accounts and identify upsell/cross-sell opportunities
Promote preventative maintenance agreements and long-term service contracts
Maintain regular communication with key customers to drive repeat business
Coordination & Support
Work closely with dispatch, service, and installation teams to ensure smooth job execution
Communicate job scope, timelines, and customer expectations internally
Assist with scheduling and project handoffs as needed
CRM & Administrative
Maintain accurate records of leads, opportunities, and customer interactions in CRM
Track sales activity, pipeline, and forecast updates
Assist with reporting and sales performance metrics
Qualifications
2+ years of inside sales, customer service, or estimating experience (construction or service industry preferred)
Experience in commercial doors, gates, access control, or related trades is a strong plus
Ability to read basic plans, specs, or understand technical scopes is preferred
Strong communication, organization, and follow-up skills
Proficiency with CRM systems and Microsoft Office (Excel, Outlook, Word)
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Key Responsibilities Sales & Customer Engagement
Respond to inbound calls, emails, and online inquiries for service and project requests
Qualify customer needs and recommend appropriate solutions
Build and maintain strong relationships with contractors, property managers, and end users
Follow up on leads, proposals, and open opportunities to close sales
Estimating & Quoting
Prepare accurate quotes for service, repairs, maintenance agreements, retrofits, and small projects
Review plans, specs, and customer requirements for bid opportunities
Coordinate with field technicians and estimators for scope verification and pricing
Ensure proposals are submitted timely and professionally
Account Management
Manage existing customer accounts and identify upsell/cross-sell opportunities
Promote preventative maintenance agreements and long-term service contracts
Maintain regular communication with key customers to drive repeat business
Coordination & Support
Work closely with dispatch, service, and installation teams to ensure smooth job execution
Communicate job scope, timelines, and customer expectations internally
Assist with scheduling and project handoffs as needed
CRM & Administrative
Maintain accurate records of leads, opportunities, and customer interactions in CRM
Track sales activity, pipeline, and forecast updates
Assist with reporting and sales performance metrics
Qualifications
2+ years of inside sales, customer service, or estimating experience (construction or service industry preferred)
Experience in commercial doors, gates, access control, or related trades is a strong plus
Ability to read basic plans, specs, or understand technical scopes is preferred
Strong communication, organization, and follow-up skills
Proficiency with CRM systems and Microsoft Office (Excel, Outlook, Word)
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