Inside Sales Representative/Project Manager/Estimator at Orchestra

Waukesha, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

0.0

Posted On

14 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Customer Relationships, Sales Growth, Revenue Generation, Quoting, Project Coordination, Issue Resolution, Cross-Functional Collaboration, Pipeline Management, CRM, MIS, Project Management, Communication, Problem-Solving, Estimating Tools, Client Experience

Industry

Description

Description Key Responsibilities: Account Management & Customer Relationships Serve as the primary point of contact for an assigned portfolio of customers across multiple industries. Build deep, trusted relationships with clients through responsive communication, industry knowledge, and proactive problem-solving. Understand client needs, goals, and business cycles to identify opportunities for growth and retention. Maintain consistent weekly outreach and check-ins to strengthen engagement. Sales Growth & Revenue Generation Drive upsell and cross-sell opportunities across PROOF.’s full capabilities. print, large format, packaging, apparel, creative strategy, video, and fulfillment. Identify new opportunities within existing accounts to expand services and deepen partnerships. Partner with the VP of Sales & Marketing to hit monthly, quarterly, and annual sales targets. Quoting & Project Coordination Gather, from various sources, all pertinent information required to process a customer estimate request and enter that information into the Company’s MIS, ensuring accuracy and timely delivery to our customer. Gather, from various sources, all pertinent information required to process a customer estimate into a job ticket using the Company’s MIS, ensuring accuracy and timeliness to production. Attend and participate in daily production/scheduling meetings and provide relevant and current updates to attendees of these meetings. Forward proofs to customers and assist customers in the proofing process. Order job materials and services provided by a 3rd party. Manage job tickets, proof approvals, and client expectations from initial inquiry to final delivery. Within 48 hours of a job shipping, complete the job closing procedures and submit the job ticket to accounting for costing and invoicing. Client Experience & Issue Resolution Ensure seamless, high-touch customer experience through all stages of production. Handle escalations professionally and collaboratively, ensuring client satisfaction. Provide proactive communication on project status, timelines, and potential challenges. Document all interactions, communications, and project updates in CRM/MIS systems. Cross-Functional Collaboration Work closely with the VP of Sales & Marketing and outside sales team to support enterprise accounts and strategic opportunities. Partner with Project Managers and Customer Service to ensure smooth handoffs and consistent communication. Collaborate with the Creative and Marketing teams when clients require brand strategy, design, or content support. Assist with developing sales presentations, proposals, and capability decks. Data, Reporting & Pipeline Management Maintain an accurate, up-to-date pipeline within CRM tools. Provide weekly updates on forecast, opportunities, and account health. Monitor job margins, work-in-progress, and key performance indicators. Support the VP of Sales & Marketing in ongoing sales process improvement. Requirements Required Skills & Qualifications 2–5 years of experience in inside sales, account management, customer support, or related role. Experience in printing, manufacturing, creative services, or related industry strongly preferred. Strong organizational and project management skills with attention to detail. Excellent communication skills — written, verbal, and interpersonal. Ability to manage multiple projects simultaneously in a fast-paced environment. Tech-forward mindset with comfort using CRM, MIS, and estimating tools. Strong problem-solving capability and the ability to collaborate across teams. A service-driven approach and a passion for helping clients win. Key Attributes for Success at PROOF. Grounded confidence — humble, capable, steady under pressure. Strategic curiosity — always looking for growth opportunities within accounts. Operational discipline — follows process, meets deadlines, communicates clearly. Client-centric mindset — cares deeply about the customer experience. Creative thinker — offers solutions that elevate the client’s brand and business. Team player — collaborates across sales, production, and leadership. Performance Measures Monthly and yearly revenue growth Upsell and cross-sell conversions Quote accuracy and turnaround time Client retention and satisfaction Accuracy of pipeline and CRM updates Project execution quality and margin health Living our core Company values of Commitment, Respect, Integrity, Acting with Urgency, Continuous Improvement and Contribution through Teamwork

Responsibilities

This role involves serving as the primary point of contact for assigned customers, building relationships, driving upsell/cross-sell opportunities, and partnering with sales leadership to meet revenue targets. Key duties also include gathering estimate information, coordinating projects from inquiry to delivery, managing job tickets, and ensuring high-touch client experiences.