The Sales Executive plays a vital role in driving business growth by managing project-specific sales activities from initial lead generation to proposal follow-up. This position focuses on obtaining key project information early in the project lifecycle, collaborating with internal teams to develop comprehensive sales materials, and ensuring timely follow-ups to secure business opportunities.

Location

Southlake, TX

Employment Type

Full Time

Department

Sales

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QUALIFICATIONS/ABILITIES
• Proven experience in a sales, business development, or project coordination role.
• Strong organizational and multitasking skills with attention to detail.
• Excellent verbal and written communication skills.
• Ability to work collaboratively across teams and manage multiple projects simultaneously.
• Proficiency in CRM tools and Microsoft Office Suite (Word, Excel, PowerPoint).
• Required ISO training to include: ISO 9001, ISO 14001 and ISO 45001

PRIMARY RESPONSIBILITIES
1. Project-Specific Lead Management:
• Obtain leads from researchers, global representatives, or lead retrieval programs.
• Qualify and prioritize leads based on project relevance and potential.
2. Early Project Lifecycle Engagement:
• Collect essential project information at the earliest stages of development.
• Identify all stakeholders involved in the project to ensure comprehensive engagement.
3. Creative Input and Idea Generation:
• Provide tailored suggestions and innovative ideas for each new project opportunity.
4. Information Gathering:
• Request and coordinate photos, surveys, and other relevant data to accumulate all necessary information for producing bids.
5. Sales Packet Development:
• Collaborate with the Solutions Engineer to create comprehensive sales packets, including estimate sketches and sample options tailored to each project.

6. Sales Kit Delivery:
• Send all sales kits and related collateral to potential customers on a project-specific basis.
7. Proposal Follow-Up:
• Track and follow up on outstanding project proposals to maintain engagement and close opportunities.
8. Documentation and Data Entry:
• Document all project details and activities in SAGE.
• Maintain detailed notes and updates in SAGE for seamless collaboration and tracking.