Inside Sales Representative - Commercial Finance
Core
Manage and grow a portfolio of customers via proactive remote engagement to drive retention, satisfaction, and sustainable growth.
Role type
Inside Sales Representative (Commercial Finance)
Builds
Customer relationships, revenue growth, and pipeline opportunities for assigned accounts
Domain
Commercial Finance / B2B Sales
Deliverable
product features
Required skills
Portfolio management, proactive customer engagement, cross-selling, upselling, pipeline management, data-driven prioritization, CRM usage, forecasting
Preferred skills
Segmentation analysis, risk signal identification, campaign execution
Technologies
CRM, digital engagement tools, CCRIS
Responsibilities
Manage assigned customer portfolio through phone, email, and digital channels; Identify and act on cross-sell and upsell opportunities; Monitor account trends for early risk signals; Maintain accurate forecasting and pipeline updates; Execute targeted campaigns and support account transitions.
Seniority
Individual Contributor
