Assistant to Inside Sales Manager

Description

Assistant to the Inside Sales Manager – Condensed Job Description

Position: Assistant to the Inside Sales Manager
Department: Sales
Status: Exempt
Reports To: Inside Sales Manager
Date: 2025

This role supports the Inside Sales Manager and the Inside Sales Group (ISG) while preparing to transition into the Inside Sales Manager position through a structured succession plan. The Assistant helps coordinate customer requests, internal processes, and cross-department communication (Engineering, Production, Accounting, Service, Parts, etc.). Strong Excel skills and proficiency with multiple software platforms are essential.

Success in this role is measured by leadership growth, process mastery, and the ability to manage tasks independently.

Pre-Sale

• Gather RFQ documentation and coordinate with Outside Sales.
• Work with FA/FI/TA/TS and third-party suppliers on pricing and purchase orders (See Legend).
• Collect quote data from internal departments and organize all supporting materials.
• Prepare and finalize customer quotes for Fosber product lines.
• Create preliminary machine specification documents and answer customer technical questions.
• Coordinate with Production on machine timing and priorities.
• Assist in reviewing customer Master Purchasing Agreements.

Post-Sale

• Launch new projects and review customer purchase orders and final specifications.
• Create purchase orders in TCM (ERP) and complete FI machine order configurators.
• Develop final machine specification documents and internal project checklists.
• Coordinate delivery dates with Installations, Production, and Logistics.
• Schedule and lead order-entry/kickoff meetings.

Master Purchasing Agreements

• Support the review of customer MPAs with Inside Sales Manager and Legal.
• Evaluate technical specifications to ensure alignment with FA capabilities and services.

Requirements

Skills & Abilities

• Strong organization, multitasking, and attention to detail
• Proficiency in Excel (primary tool), plus Word, PowerPoint, SharePoint, Access, TCM, Salesforce, and other software platforms.
• Ability to interpret quote requests, manage priorities across sales regions, and work with customer purchasing, engineering, and facility teams.
• Continuous improvement mindset and awareness of cross-department impacts.
• Developing leadership skills for future management responsibilities.

Education & Experience

• Associate or Bachelor’s degree in a related field.
• 3–5+ years of relevant experience.