SALES LEAD SPECIALIST

The Sales Lead Specialist helps sales opportunities move quickly and smoothly from initial inquiry to complete RFQ handoff. This role makes fast first contact with new leads, asks good qualifying questions, helps gather application information, tracks next steps, and keeps early-stage opportunities from stalling. After a quote goes out, this person makes sure customer gets immediate contact to establish next steps.

The ideal candidate is friendly, organized, persistent, and comfortable talking with customers. This person does not need to be a technical expert, but must be curious, detail-oriented, and able to understand application information for industrial equipment.

This position reports to a Sales Manager.

Qualifications

• Friendly, confident, and professional communication style
• Enjoy talking with customers and asking helpful questions
• Strong follow-through and attention to detail
• Organized and able to manage multiple active leads and quotes
• Comfortable using CRM systems, Excel, and other sales tools
• Able to understand and document technical application information
• Persistent without being pushy
• Able to work independently and keep work flowing without constant direction
• Excellent written and verbal communication skills
• Prior experience in inside sales, customer service, sales support, or a manufacturing/industrial environment preferred

Responsibilities

• Quickly contact new leads and begin the qualification process
• Ask initial questions to learn the customer’s need, timing, application, and next step
• Help customers and sales representatives gather the information needed for RFQs
• Track active leads and help keep opportunities from stalling
• Follow up with salespeople and reps to confirm progress on assigned leads
• Step in directly when needed to keep opportunities moving
• Ensure quick first follow-up after quotes are sent, confirming receipt, identifying immediate needs and establishing next steps.
• Maintain accurate CRM notes, statuses, contacts, and follow-up tasks
• Support sales management with lead, quote, and opportunity tracking
• Provide cross-coverage for Inside Sales Specialist responsibilities as needed
• Other duties as assigned by the Sales Manager

What Excellence Looks Like

• New qualified leads are contacted quickly and professionally
• Customer needs, timing, and application information are captured clearly
• RFQs are completed faster and with fewer gaps
• Early-stage opportunities have clear next steps and do not fall through the cracks
• First quote follow-up happens quickly, whether completed directly or through the assigned salesperson or representative
• Quote follow-up notes are clear enough for Inside Sales, sales management, and reps to understand status and next steps
• Customers experience fast, helpful, and professional communication from inquiry through initial quote follow-up