- Own and execute the five-step customer engagement process:
- Introduction
- Analysis / Discovery
- Demonstration
- Proposal / Offer Development
- Formal Offer & Outside Sales Handoff
- Act as the internal expert on the inside sales workflow and ensure consistency, clarity, and professionalism at every stage.
- Serve as the primary point of accountability for inside sales activity and outcomes.
Lead Intake & Qualification
- Receive and process:
- Marketing-generated leads (unqualified inbound)
o Qualified opportunity handoffs from Business Development Managers
- Conduct structured discovery to:
- Validate customer needs and project timelines
- Identify decision-makers and influencers
- Determine solution fit and budget alignment
- Advance qualified opportunities and disqualify poor-fit leads efficiently.
Customer Engagement & Solution Development
- Lead customer-facing activities including:
- High-level company and capability introductions
- Problem discovery and needs analysis
- Virtual demonstrations of systems, components, parts, and accessories
- Align customer requirements with appropriate Cells solutions.
- Confirm functional, application, and commercial requirements prior to proposal.
Proposal & Offer Management
- Develop accurate, high-quality commercial proposals based on confirmed scope.
- Review proposals with customers to:
- Validate technical and functional fit
- Ensure pricing and budget alignment
- Confirm readiness for next steps
- Issue formal written offers when criteria are met.
Outside Sales Handoff
- Coordinate and execute structured handoffs to Outside Sales:
- Schedule and lead handoff meetings
- Transfer complete opportunity documentation and customer context
- Ensure Outside Sales enters customer sites fully prepared and aligned.
Cross-Functional Collaboration
- Partner closely with:
- Business Development on opportunity quality and early-stage context
- Marketing on lead quality feedback and campaign effectiveness
- Outside Sales on opportunity progression and closure readiness
- Act as a trusted commercial thought partner for the GM.
Reporting & CRM Discipline
- Maintain accurate and timely CRM records.
- Provide pipeline visibility, forecasts, and activity reporting to the GM.
- Identify process gaps and recommend improvements to increase conversion and velocity.
Success Metrics
- Lead-to-opportunity conversion rate
- Proposal win rate
- Pipeline velocity and deal progression
- Quality and completeness of Outside Sales handoffs
- Customer feedback and engagement quality
