Inside Sales Rep

 
Role Summary
The Parts Specialist – Level 1 provides essential customer service, quoting, order processing, and operational
support for the Repair Parts Department. This role focuses on routine, high-volume tasks that ensure speed,
accuracy, and reliability for customers. This entry-level specialist will learn T-TEK equipment and gradually
absorb responsibilities that relieve both the Level 2 Specialist and the Department Manager. 
 
Key Responsibilities
Customer Support & Workflow Assistance 
• Assist with monitoring the shared inbox and responding to customer inquiries. 
• Gather information needed for accurate quoting and order creation. 
• Communicate clearly and professionally with customers as skill level increases. 
Quoting & Order Creation 
• Prepare accurate quotes using established templates and pricing structures. 
• Convert approved quotes to orders and ensure accuracy in Acumatica. 
• Verify stock availability, lead times, and shipping requirements. 
CRM Task Execution & Data Quality 
• Record interactions, tasks, quote notes, and customer updates in CRM. 
• Maintain customer data accuracy, including equipment details and order history. 
• Execute follow-ups and reminders prompted by CRM workflows. 
• Assist with CRM cleanup, standardization, and workflow optimization. 
Warehouse & Internal Support 
• Communicate with warehouse staff on order status and shipping details. 
• Provide tracking updates to customers. 
• Support production or purchasing workflows by relaying key information. 
Training & Development 
• Build knowledge of T-TEK parts, equipment, quoting standards, and shipping processes. 
• Progressively take on more complex quotes, technical requests, and customer scenarios. 
• Support both Senior Parts Specialist and Manager during high-volume periods.

Key Skills & Competencies 
• Willingness to learn and absorb technical information 
• Strong communication skills 
• Basic mechanical or industrial aptitude 
• ERP familiarity or aptitude for learning Acumatica 
• CRM discipline and accuracy 
• Organization, reliability, and follow-through 
• Problem-solving and curiosity 
• Ability to handle increasing responsibility over time
Key Performance Indicators (KPIs) 
• Quote Accuracy % 
• Quote Creation Time 
• Order Entry Accuracy % 
• CRM Update Accuracy & Completion Rate 
• Customer Communication Response Time 
• Error Reduction / Rework Required 
• Training Milestones Achieved 
• Support effectiveness during peak workloads