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Key Responsibilities and Required Skills for Sales & Service

💰 $ - $

SalesCustomer ServiceBusiness DevelopmentClient Relations

🎯 Role Definition

In this dynamic and pivotal role, you are the face and voice of our organization. As a Sales & Service professional, you are the critical link between our products/services and our customers. Your mission is two-fold: to drive business growth by identifying opportunities and closing sales, and to foster lasting loyalty by providing unparalleled service and support. You'll be a trusted advisor, a problem-solver, and a brand ambassador, instrumental in not just meeting targets, but in building a reputation for excellence and a dedicated customer base. We're looking for a proactive and empathetic individual who thrives on building relationships and celebrating shared success.


📈 Career Progression

Typical Career Path

Entry Point From:

  • Junior Sales Associate
  • Customer Service Representative
  • Retail Sales Consultant

Advancement To:

  • Senior Sales Executive / Senior Account Manager
  • Regional Sales Manager
  • Customer Success Manager

Lateral Moves:

  • Marketing Coordinator
  • Product Specialist
  • Corporate Trainer

Core Responsibilities

Primary Functions

  • Proactively engage with prospective and existing customers through various channels, including phone, email, and in-person meetings, to understand their needs and present tailored solutions.
  • Develop and maintain a deep and comprehensive understanding of our full suite of products and services to act as a subject matter expert for our clients.
  • Masterfully guide customers through the entire sales cycle, from initial inquiry and needs analysis to proposal, negotiation, and closing the deal.
  • Cultivate and nurture long-term client relationships by providing exceptional post-sale support, ensuring customer satisfaction, and promoting retention and loyalty.
  • Consistently meet and exceed monthly, quarterly, and annual sales quotas and performance metrics through strategic planning and diligent execution.
  • Identify and qualify new sales leads and opportunities by researching target markets, networking, and following up on inbound marketing campaigns.
  • Conduct compelling product demonstrations and presentations that effectively communicate the value proposition and benefits of our offerings to diverse audiences.
  • Prepare and deliver accurate and professional sales proposals, quotes, and contracts in a timely manner, ensuring all details are clearly communicated.
  • Diligently maintain and update customer information, sales activities, and pipeline status within the CRM system (e.g., Salesforce, HubSpot) for accurate forecasting.
  • Act as the primary point of contact for customer inquiries, issues, and escalations, taking ownership to resolve problems efficiently and effectively.
  • Collaborate closely with the marketing team to provide feedback from the field and contribute to the development of effective sales collateral and campaigns.
  • Gather and analyze customer feedback to identify trends, pain points, and opportunities for product improvement or new service offerings.
  • Stay informed about industry trends, market activities, and competitive landscape to strategically position our company and offerings.
  • Onboard new clients by providing thorough training and resources to ensure a smooth transition and successful adoption of our products/services.
  • Proactively identify up-sell and cross-sell opportunities within the existing customer base to maximize account value and revenue.
  • Prepare and submit regular sales reports, forecasts, and pipeline analyses to sales management, providing clear insights into performance.
  • Attend and actively participate in industry trade shows, conferences, and networking events to generate leads and enhance brand visibility.
  • Negotiate contract terms, pricing, and service level agreements with clients while maintaining alignment with company policies and profitability goals.
  • Work collaboratively with internal teams, such as technical support, finance, and operations, to ensure a seamless and positive customer experience.
  • Provide personalized consultations to clients, acting as a strategic partner to help them achieve their business objectives using our solutions.

Secondary Functions

  • Assist in the training and mentoring of new team members, sharing best practices for sales and service excellence.
  • Contribute to team meetings by sharing customer insights, success stories, and potential challenges.
  • Provide valuable feedback to the product development team based on customer interactions and identified needs in the market.
  • Participate in the development and refinement of sales scripts, email templates, and other communication tools.

Required Skills & Competencies

Hard Skills (Technical)

  • CRM Software Proficiency: Hands-on experience with platforms like Salesforce, HubSpot, or Zoho CRM for pipeline and contact management.
  • Microsoft Office Suite: Advanced proficiency in Word, Excel, and PowerPoint for creating proposals, reports, and presentations.
  • Sales Methodologies: Knowledge of established sales frameworks such as SPIN Selling, Challenger Sale, or Solution Selling.
  • Lead Generation Tools: Familiarity with tools for prospecting and lead generation (e.g., LinkedIn Sales Navigator, ZoomInfo).
  • Point of Sale (POS) Systems: Experience operating POS systems for transaction processing in a retail or B2C environment.
  • Digital Communication Platforms: Skilled in using tools like Slack, Microsoft Teams, and video conferencing software (Zoom, Google Meet) for internal and external communication.
  • Sales Reporting & Analytics: Ability to generate, read, and interpret sales performance reports and dashboards.
  • Contract Negotiation: Understanding the fundamentals of negotiating terms, pricing, and service agreements.
  • Product Knowledge Management: Ability to quickly learn and retain complex product information and articulate it simply.
  • Quoting & Invoicing Software: Experience with software used to create and manage customer quotes and invoices.

Soft Skills

  • Active Listening: The ability to fully concentrate on, understand, and respond to what customers are saying.
  • Empathy: The capacity to understand and share the feelings of customers, building trust and rapport.
  • Persuasion & Influence: Skillfully convincing others to pursue a course of action or adopt a certain viewpoint.
  • Resilience: The ability to bounce back from rejection and remain positive and motivated.
  • Relationship Building: A genuine desire and ability to build and maintain strong, long-lasting professional relationships.
  • Problem-Solving: A creative and logical approach to identifying issues and finding effective solutions for clients.
  • Exceptional Communication: Clear, confident, and articulate verbal and written communication skills.
  • Time Management & Organization: The ability to prioritize tasks, manage a busy schedule, and handle multiple client needs simultaneously.
  • Adaptability: Flexibility to adjust one's approach to meet the needs of different personalities, situations, and changing priorities.
  • Negotiation: The ability to find mutually beneficial outcomes and navigate discussions to reach an agreement.

Education & Experience

Educational Background

Minimum Education:

High School Diploma or GED equivalent.

Preferred Education:

Associate's or Bachelor's Degree.

Relevant Fields of Study:

  • Business Administration
  • Marketing
  • Communications

Experience Requirements

Typical Experience Range: 2-5 years of direct experience in a sales, account management, or customer service-oriented role.

Preferred: A proven and verifiable track record of consistently meeting or exceeding sales targets and customer satisfaction metrics. Experience within our specific industry is a strong plus.