Inside Sales Representative

at  Kofax

Inside Sales Representatives are responsible for generating new business opportunities and managing customer relationships through phone and email communications. They support the sales team by identifying potential leads, qualifying prospects, and closing sales to achieve revenue targets.

Required Skills

• Proven experience as an Inside Sales Representative or similar role in enterprise software sales
• Understanding of sales performance metrics and CRM software
• Strong organizational and multitasking skills
• Customer-service oriented with a problem-solving attitude
• Fluent language skills in Englis

Required Experience

• Bachelor’s degree in Business, Marketing, or a related field
• Familiarity with different sales techniques and pipeline management
• Experience with SaaS products and Service

Generate Sales Quotes

• Creating quotes
• Prepare quote lines
• Interface with SE, SSRs for compatibility
• Ensure Bill of Material is valid
• Ensure relation with Systems
• Submit and collect Scenario and Discount approvals when applicable
• Review and advise changes for Approval Justification written by sales
• Ensure parts compatibility
• Generate Quotes
• Provide the quote

Prepare Order for Submission

• Ensure Perpetual M&S Contract is not expired for add-on sales
• Establish Legal Agreements
• Check for existing agreements and create one if necessary
• Support DMs for inputs on non-standard agreements
• Interface with Legal and other functions
• Archive all contract paperwork
• Validate legacy agreements with Legal
• Obtain counter signature for Standard Agreements
• Assist in filling any Product Specific Templates required for license delivery
• Ensure mandatory training is included in quotes
• Ensure Billed Customer has Credit & Payment Term
• Proactive review and preparation of opportunities according to the close date and close stage
• Ensure SOW is part of the package when PS sold along with the license

Proactive End-to-End Deal Processing

• Submit Orders
• Validate Completeness of Order Package
• Create and maintain Purchase Order Portals when related to Sales Transactions
• Obtain Revenue Recognition Approval when applicable
• Submit Order Package to OF
• Ensure orders are processed and delivered/invoiced on time

Handle General License Inquiries

• License Resets
• Handle General Sales Inquiries
• Processing Temporary, Evals & NFR License Requests
• Transfer of Customer Ownership (Novation)
• Handling of Reconfiguration Requests
• Handling of Credit & Rebills

Drive Incremental Revenue

• Proactively send quotes when SaaS usage is projected to exceed the committed volume
• Send quotes for SaaS volume overages
• Upsell on training and Service Offering (CSM, 24x7)

Drive Process Improvement

• Identify and log improvements and suggestions
• CPQ SME for Sales

Required Skills

• Proven experience as an Inside Sales Representative or similar role in enterprise software sales
• Understanding of sales performance metrics and CRM software
• Strong organizational and multitasking skills
• Customer-service oriented with a problem-solving attitude
• Fluent language skills in English

Required Experience

• Bachelor’s degree in Business, Marketing, or a related field
• Familiarity with different sales techniques and pipeline management
• Experience with SaaS products and Services