Lead Management & Inside Sales Coordinator

Lead Management & Inside Sales Coordinator

Pay Range: $22.00–$29.00 per hour, depending on experience and qualifications

Casey Logistics is looking for an organized, dependable, and customer-focused individual to manage sales opportunities, maintain consistent customer communication, support inside sales, and assist with fleet documentation and compliance.

Key Responsibilities

Sales Opportunities

• Work closely with management to organize new and existing sales opportunities
• Gather the information needed to prepare estimates and respond to customers
• Coordinate follow-ups and help move opportunities from initial contact through booking
• Keep management informed of pending quotes, customer concerns, and opportunities requiring attention

Lead Management

• Manage incoming leads from the Casey Logistics website, UniGroup, referrals, and other sources
• Make sure every lead receives a timely response
• Track follow-up dates and ensure no potential customer falls through the cracks
• Maintain consistent communication with potential and existing customers

CRM Management

• Learn, understand, and help implement the company CRM
• Keep customer information, notes, follow-up dates, and lead statuses accurate and current
• Monitor open opportunities and provide regular status reports
• Help improve the company’s lead-management and follow-up processes

Customer Communication and Inside Sales

• Communicate professionally with customers by telephone, email, and text
• Respond to customer questions and requests promptly
• Assist with scheduling, estimates, follow-ups, and converting opportunities into booked business
• Build positive relationships with potential and existing customers
• Provide customers with accurate information about Casey Logistics services

Virtual Surveys

• Coordinate and assist with Quotes To Go virtual surveys
• Schedule virtual survey appointments
• Make sure the information needed for estimating is collected and documented
• Follow up with customers when additional information, photographs, or videos are needed

Quote Follow-Up

• Stay on top of open quotes and pending opportunities
• Follow up consistently with customers
• Record all communication and follow-up activity in the CRM
• Notify management of important developments, concerns, or opportunities

Fleet Documentation and Compliance Support

• Organize vehicle maintenance records, inspection forms, registrations, and other required documentation
• Review vehicle inspection forms for completeness
• Alert management of vehicle damage, infractions, safety concerns, maintenance needs, or required repairs
• Track maintenance and compliance deadlines
• Keep vehicle records accurate, organized, and readily available

Organization and Reporting

• Keep management updated on sales opportunities, customer follow-ups, open quotes, and fleet-related concerns
• Prepare basic reports regarding lead activity, booked business, follow-up status, and outstanding issues
• Maintain accurate and organized electronic and paper records
• Follow through on assignments and communicate when additional assistance is needed

Basic Qualifications

• Previous inside sales, customer service, administrative, CRM, or logistics experience preferred
• Strong verbal and written communication skills
• Excellent organization, follow-up, and recordkeeping abilities
• Comfortable communicating with customers by telephone, email, and text
• Comfortable using computers, email, spreadsheets, CRM platforms, and web-based systems
• Ability to learn Quotes To Go, UniGroup systems, and Casey Logistics procedures
• Ability to manage multiple priorities and meet deadlines
• Dependable, punctual, professional, and detail-oriented
• Able to work independently while maintaining open communication with management
• Employment is contingent upon successfully passing a pre-employment drug screening
• Employees may also be subject to random drug screenings in accordance with company policy

Compensation and Benefits

• Hourly pay ranging from $22.00 to $29.00, depending on experience and qualifications
• Opportunities for overtime based on business needs
• Paid vacation based on length of service and company policy
• Paid sick leave in accordance with California law
• Additional employee benefits may be available based on employment status and eligibility
• Opportunities for advancement, training, and increased responsibility

Overall Goal

Be a reliable point person for the Casey team—keeping opportunities organized, customers informed, follow-ups moving, and communication open.

The goal is simple: respond quickly, stay organized, follow through, and make sure opportunities do not get missed.

About Casey Logistics

Casey Logistics is a family-owned, disabled veteran-owned company serving customers throughout Central California. We take pride in providing dependable service and maintaining strong relationships with our customers.

To learn more about Casey Logistics, visit www.GoTeamCasey.com.

Our Family Helping Yours — Go Team Casey!

Shayal Prasad