Inside sales representative job description template

Position Identification Details

1. Position Summary

The Inside Sales Representative sells [ORGANIZATION_NAME]'s products or services by phone, email, video call and online chat, without travelling to customers. The job covers answering incoming enquiries, following up on leads, calling past and current customers, preparing quotes and closing orders, then making sure the order is handled well so the customer buys again. The representative reports to [REPORTS_TO_TITLE] and works in [CRM_NAME] every day. Sales that meet target, at a healthy price, with accurate records and happy customers, are the results this role is measured on.

2. Key Responsibilities

2.1 Handling incoming enquiries (25%)

• Answer sales calls, web forms, emails and chats quickly, within the response time set by [REPORTS_TO_TITLE].
• Ask questions to understand what the customer needs, when they need it and what their budget is.
• Recommend the right product or service and explain options, prices and delivery times clearly.
• Pass technical questions to the right person and follow up so the customer gets an answer.

2.2 Outbound calls and follow-up (25%)

• Follow up on quotes, trial users, website leads and trade show contacts on a set schedule.
• Call existing and past customers to reorder, try new products or renew.
• Book calls or demos for [REPORTS_TO_TITLE] or outside sales staff when a customer needs a site visit.
• Only send sales emails and texts to people who have agreed to receive them or who are allowed under Canada's anti-spam law, and respect unsubscribe requests and the National Do Not Call List, following [ORGANIZATION_NAME]'s procedures.

2.3 Quotes and orders (20%)

• Prepare accurate quotes using current price lists, discounts approved by [REPORTS_TO_TITLE], taxes and shipping costs.
• Enter orders correctly in [CRM_NAME] or the order system, and confirm details with the customer in writing.
• Check stock and delivery dates with the warehouse or operations team before promising them.
• Track orders and let customers know about delays before they have to ask.

2.4 Customer accounts (15%)

• Keep customer records up to date, including contacts, purchase history and notes from each call.
• Handle simple problems such as wrong items, returns and billing questions, and pass bigger complaints to [REPORTS_TO_TITLE].
• Look for chances to help existing customers with related products, without pushing things they do not need.

2.5 Pipeline and reporting (10%)

• Log every call, email and meeting in [CRM_NAME].
• Keep the sales pipeline current, with realistic close dates and next steps for each deal.
• Share weekly results and what customers are saying about price, competitors and products with [REPORTS_TO_TITLE].

2.6 Product knowledge and training (5%)

• Learn the products, prices, delivery times and policies well enough to answer most questions without checking.
• Take part in sales meetings and product training.
• Suggest improvements to scripts, email templates and the website based on customer questions.

3. Qualifications & Experience

Role Qualification Standards

4. Competencies

Core Competencies

5. Working Conditions & Performance Measures

5.1 Working Conditions and Physical Demands

This is office or remote work, mostly on the phone and computer. The table shows what the job normally involves. We will look at accommodation for a worker who needs it, up to the point of undue hardship, as human rights law requires.

Physical Demands and Working Environment

5.2 Performance Measures

Key Performance Indicators

5.3 Career Path

• Typical Prior Roles: Customer service representative, retail sales associate, call centre agent, sales coordinator, order desk clerk.
• Typical Next Roles: Senior inside sales representative, outside sales representative, account manager, sales team lead, sales manager.

5.4 Position Acknowledgement

This job description sets out the main duties, working conditions and qualifications for the Inside Sales Representative role at [ORGANIZATION_NAME]. It is not a list of every task. The job can change as the business changes. If it changes in a real way, we will update this document and talk it through with the employee first.

Employee Sign-Off:

Name: [EMPLOYEE_NAME] Signature: _____ Date: _______

Manager Sign-Off:

Name: [MANAGER_NAME] Title: [REPORTS_TO_TITLE] Signature: _____ Date: _______

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