Published: Sep 18, 2025 - The Inside Sales Assistant drives business growth by consistently following up with new leads and past clients through phone, email, text, and video, while managing inbound inquiries to convert them into qualified appointments. This role utilizes CRM tools to maintain accurate customer data, supports agents in meetings, tracks performance metrics, and helps enhance the overall client experience. The assistant also contributes to department development by assisting with onboarding, generating sales reports, and identifying new business opportunities across targeted regions.

Tips for Inside Sales Assistant Skills and Responsibilities on a Resume
1. Inside Sales Assistant, Green Valley Packaging Inc., Fresno, CA
Job Summary:
- Order processing, from taking sales orders to issuing delivery orders
- Process customer sales orders (quotations, customers’ purchase orders) with verifications and follow up with customers in case of discrepancies
- Ensure business transaction closure from sales order through issuance of delivery note to invoicing and payment
- Coordinate with customers and internal
- Enter quotations and orders in the ERP system
- Prepare order confirmations and invoices
- Submit machine orders to headquarters
- Create and revise quotation templates using Word
- Support the regional sales manager in preparing quotes and follow-up
- Prepare sales-related PowerPoint presentations
- Prepare project and sales-related Excel sheets
Skills on Resume:
- Order Processing (Hard Skills)
- ERP Management (Hard Skills)
- Quotation Preparation (Hard Skills)
- Invoice Handling (Hard Skills)
- Customer Coordination (Soft Skills)
- Data Entry (Hard Skills)
- Presentation Design (Hard Skills)
- Sales Support (Soft Skills)
2. Inside Sales Assistant, Bright Horizon Textiles LLC, Greenville, SC
Job Summary:
- Follow up with all new leads and previous clients by phone, email, text, and video text
- Hunt, manage, and qualify inbound sales inquiries to convert leads to appointments so agents can respond to customers quickly and efficiently
- Pursue leads consistently until appointments are scheduled with an agent
- Use CRM to compile current information for all customers, ensuring agents have up-to-date and accurate data
- Partner with agents to execute meetings
- Report activity and results
- Proactively improve performance through coaching and feedback provided by management
- Have a growth-oriented mindset and be open to new ideas and coaching
- Help implement and build out the ISA department
- Assist with other ISAs and agents' onboarding
- Develop new business opportunities within specific geographies to expand clientele
- Produce sales reports on a monthly and quarterly basis to make sure all sales goals are met
- Use CRM to compile a list of all leads to ensure agents have up-to-date information to move through the listing and closing process
- Qualify the incoming leads generated for appointments with realtors and field agents to provide quick response times and meet their needs
- Follow up with prospects via email, phone calls, and other forms of communication to add them to the sales pipeline and generate qualified real estate leads
- Expand client base by identifying business opportunities in target regions
- Achieving productivity, appointment setting and revenue targets while responding efficiently to customer inquiries (usually in the form of sales leads) and cold calling
- Oversee the systems and protocols for the customer and client experience
- Manage the customer experience through serving as a concierge for potential home buyers and sellers
Skills on Resume:
- Lead Follow-Up (Soft Skills)
- CRM Management (Hard Skills)
- Appointment Setting (Soft Skills)
- Sales Reporting (Hard Skills)
- Cold Calling (Soft Skills)
- Client Experience (Soft Skills)
- Data Accuracy (Hard Skills)
- Business Development (Soft Skills)
3. Inside Sales Assistant, Blue Ridge Supply Co., Roanoke, VA
Job Summary:
- Supporting marketing strategy through external, internal, and client communications
- Updating and distributing electronic communications (e.g., blog posts, eNewsletters, etc.)
- Updating website (Shopify and WordPress) and social media accounts
- Updating the content of marketing materials
- Support inside sales efforts from answering calls, creating invoices in QuickBooks and delivering orders
- Support Bookkeeper with AR, AP, Banking Deposits, etc.
- Managing internal contact database and marketing software tools and providing tracking and analytical reporting
- Researching industry trends in target markets
- Assisting with recruiting, training material and seasonal events
- Providing administrative assistance to HR on an as-needed basis
Skills on Resume:
- Content Management (Hard Skills)
- CRM Tracking (Hard Skills)
- Invoice Creation (Hard Skills)
- Customer Support (Soft Skills)
- Industry Research (Hard Skills)
- Social Media (Hard Skills)
- HR Assistance (Soft Skills)
- Team Coordination (Soft Skills)
4. Inside Sales Assistant, Summit Industrial Tools LLC, Toledo, OH
Job Summary:
- Responding to inquiries from customers for order status and product availability
- Processing purchase orders and forecasting based on the customer ladder
- Processing marketing activities and sales-related procedures
- Working with the Warehouse/Accounting department to help keep accounts receivable current
- Generating and preparing weekly reports for Sales, Account managers and customers
- Communicating with customers routinely and conducting product promotional activities
- Monitoring account inventories and sales numbers
- Monitoring shipment schedule to ensure timely delivery
- Generating reports when sales or supervisors need
- Work collaboratively with sales, product managers, forwarders, and customers for shipments delivering to customers
Skills on Resume:
- Order Processing (Hard Skills)
- Inventory Monitoring (Hard Skills)
- Report Generation (Hard Skills)
- Customer Communication (Soft Skills)
- Shipment Coordination (Hard Skills)
- Forecast Planning (Hard Skills)
- Team Collaboration (Soft Skills)
- Account Management (Soft Skills)
5. Inside Sales Assistant, Riverbend Electronics Inc., Cedar Rapids, IA
Job Summary:
- Create awareness and drive customer acquisition and revenue growth for GM's digital subscription business, including OnStar, Connected Services, SXM and Commercial products within the dealer network
- Integrate with cross-functional regional field teams to support joint initiatives
- Lead the field team to exceed dealer performance objectives
- Launch sales and marketing initiatives through dealer and sales consultant training, dealership processes and program awareness
- Educate, train, and inspire dealers to promote new products and create world-class experiences that drive dealer profitability
- Partner with a contract staffing agency to hire, recruit and develop a high-performing field team
- Ensure timely remediation of customer, dealer, and partner issues
- Effectively manage all available resources including headcount, promotional budgets, and field team travel
- Handle incoming calls and correspondence
- Manage Customer Purchase Orders in the system
- Keep customers informed on order status and delivery details
- Maintain filing systems and purchase supplies
Skills on Resume:
- Customer Acquisition (Soft Skills)
- Dealer Training (Soft Skills)
- Team Leadership (Soft Skills)
- Order Management (Hard Skills)
- Issue Resolution (Soft Skills)
- Budget Handling (Hard Skills)
- Cross-Functional (Soft Skills)
- CRM Systems (Hard Skills)
6. Inside Sales Assistant, Prairie Solutions LLC, Wichita, KS
Job Summary:
- Call past clients to stay updated on their real estate needs and obtain referrals
- Respond to leads assigned promptly and professionally
- Act as a point of contact for future clients
- Help agents grow their business
- Manage a top-notch CRM database system
- Coordinate with real estate agents and office support staff
- Communicate client needs to management
- Conduct 20-25 hours of lead follow-up per week
- Practice and implement the scripts provided
- Attend training/coaching sessions
- Immersed in learning the systems, sales, and procedure aspects of the business
- Support the inside staff and management with miscellaneous overflow
- Expedient handling and entering of customers’ inquiries and purchase orders, along with expedites
- Work on select projects and coordinate sales meetings with occasional travel
Skills on Resume:
- Lead Follow-Up (Soft Skills)
- CRM Management (Hard Skills)
- Client Communication (Soft Skills)
- Sales Support (Soft Skills)
- Order Entry (Hard Skills)
- Script Practice (Soft Skills)
- Team Coordination (Soft Skills)
- Project Handling (Hard Skills)
7. Inside Sales Assistant, Golden State Components Inc., Modesto, CA
Job Summary:
- Grow customer relationships with effective communication through call/email
- Sell products or services, typically use a two-pronged approach to generating sales and revenues
- Respond to inbound sales-related inquiries
- Support prospecting initiatives and campaigns for territories assigned to support
- Manage the sales process flow for all prospects and customers in close cooperation with Sales representatives
- Responsible for executing sales procedures and responding to the Bank guarantees and following up with the Bank and the customer, ensuring the approval and timely follow-up
- Administer and address customer requests promptly regarding licensing and installations
- Order-processing, quotations, entering purchase orders for vendors and supporting field sales
- Coordinate sales, policies, objectives, and initiatives according to Tyler Elevator objectives and Group Corporate Sales and Marketing policies
- Promote products and services through programs such as selected advertising and industry shows
- Meet with customers to promote the company’s products and services
- Assist with collection efforts in conjunction with the finance department
- Monitor and ensure that logistic-shipping details, schedules, and deadlines are met in accordance with stated terms and conditions
Skills on Resume:
- Customer Communication (Soft Skills)
- Sales Generation (Soft Skills)
- Order Processing (Hard Skills)
- Bank Coordination (Hard Skills)
- Licensing Support (Hard Skills)
- Logistics Monitoring (Hard Skills)
- Prospect Management (Soft Skills)
- Campaign Support (Soft Skills)
8. Inside Sales Assistant, HarborPoint Distributors LLC, Tacoma, WA
Job Summary:
- Assist the outside sales team by entering orders and following them through to delivery
- Obtain price quotes for sales reps based on order specifications
- Handle customer inquiries, issues and complaints
- Provide information about the products and services
- Develop and maintain a knowledge base of the evolving products and services
- Answer incoming calls and develop customer relationships
- Prepare orders by processing requests, pulling products, and packaging boxes
- Work with warehouse staff to ensure orders are shipped by the requested due date
- Call customers to follow up on previously sent quotes
- Manage the Curbside Pickup program
- Running orders out to customers, ensuring orders are ready to be picked up promptly
- Following up with customers who have placed orders but have yet to pick up
- Help with overflow and side projects for the Inside Sales Team
- Clean the office regularly to keep up an organized work area
Skills on Resume:
- Order Entry (Hard Skills)
- Customer Service (Soft Skills)
- Quote Follow-Up (Soft Skills)
- Product Knowledge (Hard Skills)
- Warehouse Coordination (Soft Skills)
- Pickup Management (Hard Skills)
- Call Handling (Soft Skills)
- Task Support (Soft Skills)
9. Inside Sales Assistant, Maple Leaf Manufacturing Inc., Syracuse, NY
Job Summary:
- Assess the customer’s needs and pass opportunities to the Inside and Field
- Help the field sales team in closing sales and placing orders
- Deliver a positive customer experience via the sales mode
- Improving revenue and margin generation in support of the sales team
- Optimize Field Sales productivity through operational and administrative sales duties
- Assist sales representatives in calculating and tracking rare contract data
- Provide quotes and general information to customers and partners
- Communicate with contacts, follow up on leads, and engage with potential prospects
- Work closely as part of the sales team to identify and open up potential opportunities
- Actively manage lead lists, key target account contact lists, and other opportunities
- Research the market and identify potential opportunities
- Achieve weekly and monthly targets
Skills on Resume:
- Needs Assessment (Soft Skills)
- Sales Support (Soft Skills)
- Customer Engagement (Soft Skills)
- Contract Tracking (Hard Skills)
- Lead Management (Hard Skills)
- Quote Preparation (Hard Skills)
- Market Research (Hard Skills)
- Target Achievement (Soft Skills)