Odoo Crm Tutorial For Beginners Jobs in Usa

Must have:

• Very strong attention to detail and high accuracy when working with numbers and data

• Excellent command of written and spoken English (additional language is a strong advantage)

• Very good computer skills – fast and accurate typing, confident Excel user

• Previous experience with ERP order processing (SAP, Dynamics, Navision, Odoo, Infor, Epicor, etc.)

• Experience in customer service / order administration (min. 1–2 years)

Strong advantage / highly valued:

• Previous experience in chemical distribution / industrial B2B environment

• Basic knowledge of dangerous goods transport regulations (ADR, IMDG, IATA)

• Experience with chemical product codes, packaging types, UN numbers

• Familiarity with credit management processes and billing in B2B environment

Main Responsibilities

Order Entry & Processing (60–70% of time)

• Receive, verify and accurately enter customer orders into the ERP system (SAP/WMS)

• Check order details against customer contracts, credit limits, product restrictions and regulatory requirements

• Coordinate with Sales, Credit Control, Warehouse Planning and Dangerous Goods Compliance teams when needed

Order Follow-up & Status Management

• Proactively monitor order progress from entry → picking → packing → dispatch

• Communicate realistic ETAs and any delays to customers (email + phone)

• Manage customer expectations especially regarding hazardous material transport restrictions and lead times

Order Closure & Documentation

• Verify order completion against delivery documents / PODs / transport documents

• Close orders in the system in a timely manner

• Archive required documentation according to internal & regulatory requirements

Billing Support

• Prepare and verify billing data (prices, surcharges, transport costs, taxes, waste fees etc.)

• Create / release customer invoices in cooperation with Finance department

• Handle basic invoice disputes and credit note requests

Customer Communication

• Serve as main point of contact for order-related questions (status, delivery date, documentation)

• Handle routine customer inquiries via phone and email professionally and promptly

• Maintain high level of service while strictly following safety & compliance rules

Viridi Parente is a disruptive energy company. We deliver solutions to tomorrow’s problems, today. We develop and manufacture battery energy storage systems and technology for mobile and energy storage applications. We deliver customer-focused solutions, blending environmentally conscious products with a bottom-line mentality. Viridi is headquartered in Buffalo, NY and is excited to be currently expanding into the Richmond, CA area.

The Role:

Viridi is seeking a self-motivated Buyer to prepare purchase orders for materials and services. This role will be responsible for purchasing manufacturing materials needed for production, as well as monitor inventory levels of current production products.

The ideal candidate will have strong negotiation skills with suppliers to help identify cost savings and will be willing to work in a fast-paced environment.

Location:

• Buffalo, NY (on-site)

Job Responsibilities:

• Prepare purchase orders and send copies to suppliers and to departments’ originating requests.
• Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
• Respond to customer and supplier inquiries about order status, changes, or cancellations.
• Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
• Review and track requisition orders to verify accuracy, terminology, and specifications.
• Prepare, maintain, and review purchasing files, reports, price lists and conformity documentation.
• Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
• Locate suppliers using sources such as catalogs and the internet and determine applicability.
• Work cross-functionally with engineers, program managers and accounting as needed.
• Complete special projects as assigned.

Qualifications:

• Bachelor’s Degree (preferred)
• 2+ years of experience in a buying or procurement role
• Experience in manufacturing purchasing
• Excellent verbal and written communication skills including active listening.
• Proficient computer skills: MS Office (Excel & Word), ERP systems (Odoo, preferred)

Physical Requirements:

• Ability to lift up to 40 pounds.

Working Conditions:

• Climate-controlled indoor space with open cubicles.
• Exposure to outside elements when walking to and from buildings.
• Exposure to loud noises.
• Exposure to heavy moving equipment.
• Possible prolonged exposure to blue light from computer screens.

The Director of Design is responsible for leading the overall design function at EZZI Signs, ensuring high-quality, efficient, and scalable design execution across all projects. This role sets the vision, standards, structure, and performance expectations for the Design Team while aligning design operations with company growth, profitability, and customer satisfaction goals.

Key Responsibilities

Leadership & Team Development

• Lead, mentor, and develop Design Team members
• Establish clear KPIs, performance expectations, and accountability across the team
• Conduct performance reviews and implement development plans
• Build a scalable team structure to support company growth
• Oversee hiring, onboarding, and training of all design personnel
• Foster a culture of ownership, accountability, and continuous improvement

Strategic & Operational Oversight

• Own the overall design workflow, capacity planning, and resource allocation
• Ensure proper staffing levels and workload balance across all projects
• Identify bottlenecks and implement process improvements to increase efficiency
• Develop and maintain standardized procedures, templates, and design systems
• Partner with leadership to align design capacity with revenue and production goals

Quality & Standards

• Establish and enforce company-wide design standards and verification processes
• Ensure all design outputs meet quality, accuracy, and constructability requirements
• Oversee continuous improvement of design accuracy to reduce field errors and rework

Cross-Functional Collaboration

• Work closely with Project Management, Sales, Permitting, Production, and Installation teams
• Ensure design deliverables align with project scope, budget, and timelines
• Improve communication workflows between departments
• Act as the escalation point for complex design or coordination issues

Process & Systems Development

• Develop and implement scalable design processes within Odoo (or project management systems)
• Standardize design templates for key customers and national accounts
• Implement tracking and reporting for design KPIs (turnaround time, accuracy, revisions, etc.)
• Drive automation and efficiency through tools, systems, and best practices

Client & Project Oversight

• Support high-level or complex projects requiring advanced design oversight
• Review and approve critical design packages when needed
• Ensure design solutions meet client expectations and brand standards
• Partner with Sales on design strategy for key accounts and proposals

Skills & Competencies

• Strong leadership and team development skills
• High-level organizational and operational management ability
• Deep understanding of signage materials, fabrication methods, and installation constraints
• Strong problem-solving and decision-making skills
• Ability to manage multiple priorities in a fast-paced environment
• Excellent communication and cross-functional collaboration skills
• Strong attention to detail with a focus on quality and accuracy
• Strategic thinking with a focus on scalability and efficiency

Technical & Tools

• Proficiency in design software (Corel) and digital mock-up tools
• Strong understanding of material specifications and production processes
• Experience implementing design systems, templates, and standards

Description

The Enterprise IT Administrator is responsible for supporting and administering the core business systems that help power our client including ERP, CRM, CSM, and related operational platforms. While part of the broader IT organization, this role is dedicated to enabling and optimizing logistics and sales operations across NetSuite, ServiceNow, and Salesforce.

You will design, build, and support logistics‑focused solutions through scripting, automation, reporting, and system customization.

Success in this role requires deep expertise in supply chain logistics combined with strong technical proficiency. You should be able to create customizations for NetSuite, manage Boomi integrations, and design as well as administer tailored solutions that improve and optimize logistics, service, and sales operations

This position will be under the supervision of the Chief Technology Officer.

RESPONSIBLITIES

• Manage, maintain, and support the daily operations of NetSuite (ERP) and integrated systems, including Adaptive, RF‑Smart (Warehouse/Shipping), Streamline, NetSuite Pay, TrueCommerce, and the Boomi Integration Platform.
• Administer ServiceNow Customer Service Management (CSM), including integrations that support the member services team.
• Administer Salesforce (CRM), ensuring reliable data flow and integration support for the internal sales organization.
• Plan, prioritize, and execute ERP/CRM/CSM enhancements and integration projects.
• Provide Tier‑2/Tier‑3 technical support for system issues related to ERP/CRM/CSM.
• Conduct system testing, integration validation, and QA processes to ensure new and updated solutions meet reliability, performance, and availability standards.
• Troubleshoot and resolve integration, workflow, and data‑quality issues across all connected platforms.
• Identify ERP/CRM/CSM risks and recommend improvements to enhance system stability and operational resilience.
• Work closely with logistics, operations, sales, and service teams to understand processes, challenges, and system requirements.
• Translate business needs particularly supply chain and logistics workflows into technical specifications and system enhancements.
• Ensure all solutions align with operational standards and strategic objectives.
• Produce comprehensive documentation for ERP/CRM/CSM configurations, customizations, integration of workflows, and logistics processes.
• Create and maintain internal knowledge of assets to support continuity, onboarding, and cross‑team understanding.
• Deliver training sessions to ensure teams can effectively use EPR, CRM, and CSM system enhancements.
• Partner with managers to deliver logistics‑related technology initiatives on time and within scope.
• Provide clear, timely communication to leadership regarding system performance, risks, and upcoming changes.

Requirements

• NetSuite Administration: Strong hands‑on experience with NetSuite security models, role‑based permissions, customizations (SuiteScript, SuiteFlow), third‑party scripts/plugins, and data integrations.
• ServiceNow Administration: Experience managing ServiceNow CSM, including security configuration, custom workflows, integrations, and support for third‑party extensions.
• Salesforce Administration: Proficiency administering Salesforce CRM, including roles/permissions, custom objects, workflows, and integration management.
• Solid understanding of supply chain and logistics processes, including sales orders, purchase orders, invoicing, warehouse operations, and inventory receiving workflows.
• Ability to translate operational requirements into clear technical specifications and system enhancements.
• Ability to diagnose and resolve system, workflow, and integration issues across ERP/CRM/CSM environments.
• Demonstrated analytical thinking and technical problem‑solving skills with the ability to troubleshoot complex cross‑system issues.
• Ability to clearly simplify, interpret, and document requirements from technical and non‑technical stakeholders.
• Strong written and verbal communication skills, including the ability to collaborate effectively with logistics, operations, sales, and service teams.

Proven ability to manage and prioritize competing requests in a fast‑paced, dynamic environment.

SUPERVISORY RESPONSIBILITY

This position has no supervisory responsibilities.

WORK ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. This role occasionally must lift and carry office equipment. Occasional evening, night, and weekend shifts are required.

Work Location

Due to state law and tax implications, remote work candidates must live and work in one of the following states: California, Texas, Washington, Florida, Tennessee, New York, or Colorado.

PHYSICAL/MENTAL DEMANDS

• Physical - This is a sedentary role.
• Mental – Problem solving, making decisions, interpreting data, organizing, and reading/write.
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

TRAVEL

Annual travel to the San Diego office headquarters is expected for this position. Additionally, quarterly travel to Nashville, TN area is expected for this position.

PREFERRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in Information Systems, Computer Science, Supply Chain Management, or a related field — or equivalent professional experience.
• 2+ years of hands‑on NetSuite administration experience, including customizations, security/role management, and integration support.
• 1+ years of ServiceNow administration experience with exposure to CSM configuration, workflow design, and data integrations.
• 1+ years of Salesforce administration experience, including user management, custom objects, automation, and integration maintenance.
• 1+ years of experience with Warehouse Management Systems (WMS) or logistics‑focused operational platforms.
• Advanced proficiency with Microsoft Excel, including automation, advanced formulas, pivot tables, and dataset analysis.
• Experience leading technical demonstrations, conducting requirements‑gathering sessions, and producing clear user documentation or technical specifications.
• Experience managing small to medium‑scale IT or integration projects, including requirements definition, task coordination, stakeholder communication, and cross‑team alignment.
• Familiarity with project management methodologies (Agile, Scrum, or Kanban) and tools used for planning and tracking work.

Job Type - Full-Time

Salary: $60,000-$69,000

Overview

A client of Insight Global is a leading bariatric surgery and medical tourism provider focused on delivering safe, affordable, and high-quality care to international patients. We are seeking an experienced Digital Marketing & CRM Automation Specialist to own and execute our full marketing funnel—from traffic generation to lead conversion and CRM optimization. This role is critical in driving patient inquiries, improving conversion rates, and aligning marketing with sales operations across multiple channels.

Responsibilities

• Own and execute end‑to‑end marketing funnel strategy to drive qualified patient leads
• Manage SEO strategy using current best practices and algorithm updates
• Oversee PPC campaigns across Google Ads, Meta Ads, and other paid platforms
• Build, optimize, and automate email marketing campaigns and nurture sequences
• Manage CRM databases, lead pipelines, and funnel performance
• Optimize landing pages, CTAs, and conversion paths to increase lead quality
• Execute content marketing initiatives including blogs, landing pages, and patient-focused messaging
• Manage organic and paid social media campaigns across relevant platforms
• Support video marketing efforts including editing, optimization, and short‑form content (YouTube, TikTok, Reels)
• Collaborate closely with sales teams on lead handoff, enablement, and follow‑up workflows
• Track performance metrics, analyze results, and report on KPIs across channels

Required Experience

Applicants must have hands‑on experience with:

• SEO (latest best practices and algorithm trends)
• CRM database management and funnel optimization
• PPC management (Google Ads, Meta Ads, etc.)
• Email marketing campaigns and marketing automations
• Content marketing (blogs, landing pages, CTAs)
• Social media marketing (organic and paid)
• Video marketing and optimization
• Lead generation and sales enablement
• Conversion rate optimization
• CRM platforms (Zoho CRM required; Salesforce or similar accepted)
• Marketing funnel strategy and execution

Preferred Experience

• WordPress management and plugin configuration
• Building and maintaining CRM workflows (Zoho, Deluge scripting preferred)
• Marketing automation, lead scoring, and sales collaboration
• KPI tracking and multi‑channel reporting
• Zoho Deluge scripting for workflow automations
• Server administration (cPanel, DNS, FTP)
• Frontend development: HTML, CSS, JavaScript
• Backend development: PHP, MySQL, Python
• Design tools such as Canva, Adobe Creative Suite, or Figma
• Outreach experience (email campaigns, backlinking, influencer partnerships)
• Analytics and reporting tools (Google Analytics, Search Console, Zoho Reports, Google Sheets / Excel advanced formulas)

Education Requirements

• College graduate (required)
• Zoho CRM experience (required)

Benefits

• Competitive pay based on experience

Reverie Hospitality

Location: Austin, TX / Texas Hill Country (Remote with regular travel to properties within ~1.5 hours of Austin; typically 1 day/week on-site or less, plus additional days for shoots or key launches)

Employment Type: Full-Time, Flexible Hours

Compensation: Total compensation: $80,000 - $100,000+. Base Salary $70,000–$90,000 + ~$10,000+ Annual Performance Bonus (tied to portfolio revenue goals and performance)

About Reverie Hospitality

Reverie Hospitality is a boutique hospitality company managing premier private retreat resorts and event venue properties across Texas Hill Country. Our portfolio includes luxury retreats, wedding weekend destinations, and vineyard resort experiences designed to deliver exceptional guest experiences. We blend thoughtful design with high-level service to create unforgettable stays, and we are building a repeatable, measurable growth engine to scale our portfolio in the coming years.

About the Role

We are hiring a Marketing Director - Operations & Growth Leader to run the marketing execution engine for our portfolio of currently 6 boutique hospitality properties. This is a hands-on operator role. Your responsibility is to take a defined 2026 marketing strategy and turn it into a functioning system: campaigns launched, landing pages live, CRM automations running, creative produced, reporting clean, and qualified leads flowing consistently to sales.

You will report directly to one of the founders/owners. Organic social and execution workflows should run without daily supervision. You will be the final editor and quality control for brand output.

Key Responsibilities

Marketing Operations & Team Management

• Own day-to-day marketing execution across our portfolio of 6 boutique hospitality companies.
• Manage remote virtual assistants (VAs), contractors, and creative vendors with clear SOPs and quality control.
• Run weekly marketing scorecard meetings covering performance, bottlenecks, and next actions.

Paid Growth Ads (Meta + Google)

• Rebuild and manage campaign structure by property and segment.
• Present organized ad batches for approval and launch.
• Manage agency relationships (if applicable) with the goal of bringing best practices of paid ads in-house.
• Maintain always-on retargeting and disciplined prospecting.

Creative Production

• Plan and produce roughly quarterly photo/video shoots
• Build reusable asset library for ads, landing pages, and lifecycle campaigns.
• Maintain and expand creative vendor relationships.

Social Media & Other Marketing Channels

• Oversee and execute social media management and influencer campaigns
• Manage Google Business with regular posts, review responses, Q&A updates, etc.
• Audit/improve property listings on OTAs, wedding/event platforms, etc.
• Execute PR / media outreach and placement coordination
• Oversee email/text marketing campaigns for Reverie and each property

CRM & Lifecycle

Oversee our web developer VA and marketing VAs to:

• Implement and manage CRM as the group sales CRM.
• Build segment-based pipelines (wedding, corporate, wellness).
• Implement Fit Form qualification before calendar booking.
• Build email + SMS automation (instant response, 14-day nurture, long nurture foundations).

Website & Conversion

Oversee our web developer VA to:

• Provide guidance on website enhancements and SEO management
• Build and optimize segment-specific landing pages per property.
• Own ad → landing page → qualification → booking conversion flow.

Tracking & Reporting

Oversee our web developer VA and marketing VAs to:

• Enforce UTM standards and coordinate GA4/GTM tracking.
• Ensure Meta Pixel + Conversions API and Google Ads tracking are accurate.
• Deliver weekly KPI scorecard (marketing, sales funnel, revenue metrics).

First 90 Days

1. First 30 Days:

• CRM buildout + Fit Form live.
• Tracking baseline verified (UTMs, GA4, pixel/CAPI).
• Priority landing pages published.

2. Days 31–60:

• Paid campaigns refreshed and segmented.
• Email/SMS nurture sequences active.
• Weekly KPI reporting cadence established.

3. Days 61–90:

• Creative library organized and mapped to campaigns.
• Offline conversion tracking plan implemented.
• Vine launch marketing cadence prepared and scheduled.

Qualifications

• 7+ years in marketing operations, growth, or performance marketing.
• Strong CRM + automation experience (GoHighLevel preferred).
• Experience managing Meta + Google campaigns directly or via agency.
• Lead social media strategy and influencer program
• Comfortable with tracking (UTMs, GA4, GTM, pixel/CAPI).
• Strong project management and vendor coordination skills.
• Attention to detail and keen eye for branding/design, preferably in the hospitality industry.
• Local to Austin / Hill Country with ability to be on-site regularly.

Location: Atlanta, GA, US, 30336

Work Location Type: In The Field

Date: Sep 17, 2025

Republic National Distributing Company (RNDC) is a family-owned business with roots extending before Prohibition that has evolved into one of the nation's largest wine and spirits wholesalers. Our success is grounded in our core values of Family, Service, Accountability, Honesty, and Professionalism. We offer a vibrant, inclusive culture and workplace experience for individuals who want a career that makes them feel accomplished and engaged. RNDC values the health and well-being of our associates, inside and outside the office, offering dynamic health and wellness benefits that supply exceptional care and value. RNDC is geared toward growing our footprint and our people. Join our team of energetic professionals who believe in many happy hours and are experts in our craft.

Join the RNDC College Internship Program and embark on a transformative journey to merge your academic knowledge with practical sales experience in a dynamic, goal-oriented environment. As a qualified college student, you'll participate in an immersive 8 to 10-week structured program designed to complement your formal education in a relevant business discipline. Through hands-on training, you'll develop effective communication skills, sales techniques, and customer relationship management (CRM) proficiency while collaborating with cross-functional teams. Gain valuable experience in problem-solving, digital literacy, and networking, all while honing your ability to build relationships, drive results, and meet sales targets in a competitive industry.

• Hands-on Learning: Rotate through sales departments to gain expertise in sales techniques, CRM, merchandising, and operations while refining communication, problem-solving, and teamwork skills.
• Training Modules: Complete online courses to build proficiency in sales strategies, digital tools, and CRM systems.
• Progress Reviews: Meet weekly with managers or sponsors to assess sales performance, communication, and goal achievement, refining strategies as needed.
• Capstone Project: Identify and analyze a business challenge, propose solutions, and present findings using data-driven insights and digital tools.
• Academic Requirements: If applicable, align internship tasks with coursework, integrating sales experience, CRM usage, and digital marketing insights.

• Education: Actively enrolled in an accredited institution, completing at least junior year toward a Bachelor's degree in Business, Marketing, Sales, or related disciplines, with coursework in sales techniques, customer relationship management (CRM), and digital marketing.
• Academic Performance: Maintain a 3.0+ GPA, demonstrating goal-oriented achievement and problem-solving skills.
• Licensing & Compliance: Possess a valid state driver's license and meet company vehicle insurance requirements. Obtain necessary Alcohol Beverage Commission (ABC) License or Permit as required.
• Skills & Experience: Strong communication, teamwork, and relationship-building skills with a customer-focused mindset. Digital proficiency, including experience with CRM tools and sales data analysis, is a plus.

• 401(k) with company matching
• Medical, dental and vision benefits*
• Paid Time Off Program work your way up to 5 weeks of PTO a year with the ability to carryover unused PTO
• Paid volunteer time
• Paid parental leave
• Paid caregivers leave
• Fertility benefits
• Paid training
• Company paid life insurance, short-term disability, and company-paid holidays
• Associate resource groups, and diversity, equity, and inclusion programs available for all associates

*Participation in these programs is subject to applicable wait periods and all plan and program terms and eligibility

Established in 1992, Greenwood Industries is a privately held company that’s grown to become one of the Top 10 commercial roofing and building envelope systems contractors in the United States. We are headquartered in Worcester, Massachusetts, with nine locations throughout the Northeast.

At Greenwood Industries, our success is sustained by the timeless values of hard work, quality and fairness, amplified by the integration of new technologies and means & methods of construction that elevate our performance.

We have grown primarily through repeat business from many of the region’s most respected general contractors, architects, engineers and building owners. We have extended our reach with strategic acquisitions of like-minded companies and continue to look for opportunities to add talented teams to the Greenwood group.

Today we have more than 750 people working at Greenwood Industries, giving us the capacity to perform at any scale. We are signatory to 17 union contracts, because we value the integrity of skilled labor and are committed to providing jobs that sustain families and communities.

At Greenwood our craft is building envelope systems. Our mission is building long-term relationships with employees and construction partners.

The Inside Sales Representative serves as the centralized front line for all inbound and outbound demand generation supporting Greenwood Industries’ service and sales growth. This role is responsible for qualifying opportunities, generating net-new demand, promoting service and maintenance programs, and feeding high-quality, qualified pipeline to field sales teams. Inside Sales Representatives play a critical role in converting reactive inquiries and proactive outreach into sales-ready opportunities while maintaining consistent follow-up and CRM discipline.

Key Responsibilities

Inbound Intake & Customer Engagement

• Handle inbound service and sales inquiries from customers and prospects
• Serve as an initial point of contact for customers seeking repairs, inspections, or service information
• Provide a professional, responsive customer experience aligned with Greenwood Industries’ standard

Outbound Prospecting & Growth Activity

• Conduct proactive outbound outreach to generate new demand
• Re-engage past customers to generate repeat service and inspection opportunities
• Support targeted outbound campaigns aligned with regional and company priorities

Program Promotion & GPA Enrollment Support

• Identify GPA-eligible accounts during inbound and outbound conversations
• Introduce Greenwood’s GPA program using approved messaging
• Capture required GPA data accurately in the CRM at time of lead capture
• Route enrolled or qualified GPA opportunities to the Sales Coordinator for onboarding and tracking as well as re-routing to Account Managers
• Support re-engagement campaigns for expiring GPA accounts with the Sales Coordinator

Opportunity Qualification & Conversion

• Qualify service requests and sales opportunities using defined qualification criteria
• Convert reactive service calls into proactive opportunities for repairs, inspections, and programs
• Identify opportunities to promote additional services, locations, or solutions during customer interactions
• Ensure only qualified, sales-ready opportunities are passed to Account Managers

Scheduling & Coordination

• Schedule inspections, site visits, and appointments for Account Managers
• Coordinate calendars and ensure accurate handoff of information to Account Managers
• Support efficient routing of leads to Account Managers while keeping the Director of Sales in the loop

Program Promotion & Support

• Promote Greenwood Industries’ service offerings, GPA, and Campus Care programs when applicable
• Support increased adoption of recurring revenue programs across all regions

CRM & Process Discipline

• Maintain accurate CRM records including activity, notes, scheduling, and follow-up tasks
• Ensure all customer interactions and opportunities are properly documented from an inside sales perspective
• Follow established CRM standards, workflows, and service intake processes
• Support data accuracy and visibility across sales and operations teams

Qualifications

• Experience in inside sales, call center, service coordination, or customer support preferred
• Strong phone presence and verbal communication skills
• Organized, detail-oriented, and able to manage multiple tasks simultaneously
• Comfortable working in a fast-paced, high-volume environment
• Experience using CRM systems for lead and activity tracking
• Self-motivated, reliable, and accountable
• Strong customer service mindset with the ability to support growth initiatives
• Team-oriented approach with comfort working cross-functionally

Greenwood Industries is an equal opportunity employer. We consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Full-time, In-Office — Coconut Grove, Miami

*YOU MUST BE LIVING IN MIAMI, FL IN ORDER TO APPLY*

Role Description

Riley Smith Group (RSG), a top-producing real estate team based in Coconut Grove, is seeking a highly driven Inside Sales Representative to manage inbound inquiries, nurture database opportunities, and convert conversations into qualified appointments for our agents.

This is not a passive administrative role.

This role is for someone who thrives on sales conversations, fast response times, and identifying opportunities within a large database. You will be the first point of contact for many prospective buyers and sellers, responsible for responding to inbound leads, qualifying opportunities, and ensuring that every inquiry receives consistent and professional follow-up.

You will work closely with our sales and marketing team, ensuring that leads are nurtured, tracked, and converted into appointments while maintaining clear visibility into the overall health of the database.

If you are self-motivated, competitive, and hungry to generate new business, this role offers the opportunity to grow within one of Miami’s top real estate teams.

What Success Looks Like (First 90 Days)

• Fast response times to inbound leads across all platforms
• Consistent follow-up systems established for new and existing leads
• High-quality appointments booked for agents each week
• CRM action plans implemented and maintained across assigned leads
• Clear visibility into lead status and database activity
• Strong communication and collaboration with agents and leadership

This role is accountable for conversion and opportunity creation, not just lead handling.

KEY RESPONSIBILITIES

Lead Management and Database Oversight

• Serve as the first point of contact for inbound real estate inquiries
• Respond quickly and professionally to incoming leads and sales calls
• Qualify prospects and identify their needs, timeline, and motivation
• Monitor lead distribution and ensure timely follow-up by agents
• Maintain clear visibility into the health and activity of the database
• Capture accurate information and update all interactions within the CRM

Appointment Setting & Opportunity Creation

• Convert inbound conversations into qualified appointments for agents
• Identify opportunities for listing appointments and buyer consultations
• Use consultative sales techniques to understand client needs and provide guidance
• Maximize opportunities within every interaction to generate new business
• Ensure agents are properly briefed on all appointments and lead context

Lead Nurturing and Follow Up Systems

• Create and manage follow-up action plans within the CRM
• Execute consistent follow-up through calls, texts, and email communication
• Maintain ongoing communication with prospects who are not yet ready to transact
• Track engagement and activity signals to identify emerging opportunities
• Ensure no qualified lead goes untouched within the database

Sales Call Handling

• Answer inbound sales calls and inquiries from prospective clients
• Provide a high-level customer experience during all conversations
• Handle a high volume of conversations while maintaining professionalism and accuracy
• Document key details from all conversations within the CRM
• Escalate opportunities or concerns to agents or leadership when appropriate

Performance and Process Optimization

• Maintain consistent CRM data quality and accurate lead tracking
• Monitor follow-up activity and help improve database engagement strategies
• Identify patterns or opportunities within the database that could generate new business
• Meet or exceed monthly and quarterly appointment and performance targets
• Work with leadership to continuously improve lead conversion processes

WHO YOU ARE

• Highly self-motivated and competitive
• Comfortable initiating and handling sales conversations
• Disciplined with follow-up and organization
• Thrives in a fast-paced, performance-driven environment
• A strong communicator with excellent listening skills
• Solution-oriented and proactive when identifying opportunities
• Professional, positive, and confident speaking with clients

You understand that consistent follow-up and speed-to-lead are critical drivers of business growth.

REQUIREMENTS

• Minimum 2+ years of ISA, inside sales, or appointment-setting experience
• Experience working with a CRM system such as Follow Up Boss, Boomtown, or similar platforms
• Experience working with a project management software, like
• Proven experience converting inbound leads into qualified appointments
• Strong phone communication and relationship-building skills
• Ability to manage high call volume and multiple conversations simultaneously
• Highly organized with strong attention to detail
• Comfortable working in a fast-paced sales environment



Work Schedule

Monday – Friday: 9:00 AM – 5:30 PM

Must be available to answer incoming sales calls on nights and weekends as needed

COMPENSATION AND GROWTH

• Competitive base salary + performance-based bonus structure
• Paid time off
• Opportunity to grow into a senior lead conversion or sales support role
• Access to industry training, systems, and real estate sales development

RECURRING MUST-ATTEND RSG EVENTS

• Coconut Grove Real Estate Talks (Local; Bi-annual)
• RSG Happy Hours (Select events throughout the year; Local; Recurring)
• RSG Team Meetings (Select events throughout the year; Local; Recurring)

TO APPLY

Please submit your resume to