Inside Sales Rep

Sales & Sales Administration Representative

Copeland is seeking a dynamic and detail-oriented individual to support both sales and administrative functions in a fast-paced environment. This role plays a key part in driving revenue growth while supporting operational efficiency through lead management, data integrity, and customer engagement.

Key Responsibilities:

Sales & Lead Management

• Qualify and manage inbound sales leads based on customer needs.
• Initiate and close sales processes to drive revenue.
• Utilize CRM tools to route qualified opportunities or demos to sales executives.
• Maintain CRM systems with updated lead and opportunity data to support accurate forecasting.
• Handle account retention, maintenance, and product training coordination.

Market Research & Lead Generation

• Conduct market research on specified verticals (e.g., produce, meat, pharmaceuticals) to identify new opportunities.
• Generate leads based on research findings.
• Prequalify potential memberships per Cargo Solutions requirements and seek stakeholder approval.
• Identify relevant regional trade shows for attendance.

CRM & Data Management

• Maintain accuracy and upkeep of customer accounts in Salesforce.
• Identify and clean duplicate records in Salesforce for lead and vendor lists.
• Ensure customer profiles, including billing address, shed information, seasonality, and commodity details, are current.

Reporting & Presentation Support

• Generate customer reports for pre- and post-meeting preparations.
• Create territory sales dashboards and assist in presentations.
• Develop proposed trip routes and post-trip reports for sales teams.

Compliance & Customer Management

• Track compliance with retailer-mandated programs and provide non-compliance lists.
• Identify inconsistencies in ordering patterns by analyzing order history.
• Ensure technical and training cases are completed promptly by coordinating across departments.

Planning & Administrative Support

• Participate in territory strategy meetings with sales teams.
• Maintain JIRA ticket records and provide resolution updates for customer technical issues.
• Attend training sessions, workshops, and focus group discussions.
• Provide ad hoc reports to support sales goals and contribute to strategic initiatives.

Qualifications:

• Fluency in English required; bilingual proficiency in Spanish preferred.
• Strong sales skills with the ability to qualify and close opportunities.
• Proficiency in CRM platforms like Salesforce and data management tools.
• Excellent organizational and analytical skills to support compliance tracking and reporting.
• Ability to collaborate across multiple teams and departments.

Our Commitment to Our People

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That's why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally. Flexible and competitive benefits plans offer the right options to meet your individual/family needs. We provide employees with flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave.

Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

Our Commitment to Inclusion & Belonging

At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.

Equal Opportunity Employer

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.