Job Duties:
1. Sales Planning
a) Build a prospect list and identify niche markets to target
b) Reach out to prospects via the repetitive marketing strategy
c) Create a pipeline document weekly which includes all client meetings/ engagements and travel either in Outlook Calendar or CRM
d) Connect with at least 100-150 direct clients per week through customer referrals prospecting and/or networking
e) Understanding own company and its offerings the client s business challenges and the characteristics of the market and industry in which it operates to participate in client conversions productively.
f) Develop action plans: Identify large tasks and action steps set overall schedule to complete tasks and activities
g) Seek assistance support and resources from manager when needed
h) Achieve consistently the key performance indicators (KPIs) determined by the company
i) Build prospect lists from existing identified sources e.g. existing and past client lists and referrals
j) Conduct customer needs analysis for various sales opportunities related to specific products or services
2. Sales Engagement
a) Execute at least 10-15 sales meetings with relevant direct clients in prospective and existing customer companies per week to:
1. Identify business objectives and associated challenges
2. Obtain consensus on business objective priorities
3. Identify value at risk and priorities
4. Align companys solutions and outcomes to the diagnosed problems
5. Develop a specific solution with the client in mind e.g. specific requests or constraints budget requirements alignment with goals and objectives 6. Schedule demo with client
7. Consult with the technical department to assist pre-site inspection survey
8. Respond to all inquiries cancellation requests and sales requests within a specified timeframe
9. Obtain signed documentation
10. Identify under penetrated or cross selling opportunities in existing customer accounts
b) Populate and provide business case documents to prospective and existing customers
c) Capture and send post meeting notes to form part of the project management which should include all key notes from the meeting and action points that either the customer or the salesperson must undertake
d) Follow up on all outstanding customer quotes for closing and next steps in the pipeline and facilitate orders and payments
e) Act as an advisor to all appropriate stakeholders within a customer account by engaging in continued research and detailed analysis to understand and anticipate future customer needs as well as to provide new perspectives and insights
f) Build network and reach out to leverage relationships to create new connections and a referral network
g) Handle customer queries and act as the first point of contact (related to the system/solution that was installed)
h) Advise the customer on the procedures that need to be followed on system queries and support tickets
Administrative Duties:
a) Administrative processes relating to sales
b) Document research conducted in preparation for all meetings on CRM system or in the Business Case
c) Consistently update and maintain accurate records on CRM system of all client interactions
d) Forecast and submit sales pipelines
e) Attend weekly Pipeline Review meetings with Sales Manager to review the various stages of the pipeline
f) Attend daily Win/Loss review meetings with Sales Manager to review deals won and lost to inform performance improvement or to potentially win back a lost deal
g) Attend bi-monthly account planning meetings to map out which stakeholders to engage information on past business with the company and specific opportunities
h) Attend daily and weekly sales team meetings
i) Attend annual meetings with Sales Manager to determine and/or review the following:
a. Budgets and targets
b. Key performance indicators
Research and Learning:
a) Research and Analysis
1. Engage in consistent research to build a comprehensive understanding of current industry market and competitor trends and developments
2. Monitor and research development and changes in customer industries competitors and operations
b) Product knowledge
1. Engage in continuous learning to obtain a comprehensive understanding of companys product offerings through self-study on the companys academy and through bi-weekly product training via suppliers
2. Maintain current functional and technical knowledge of the entire products & service offering of the company and improved sales techniques
3. Prepare sales presentations and demonstrations to give to prospective clients
4. Take part in marketing events held
5. Attend workshop niche-specific solutions
Individual Development:
a) Complete Individual Development Plan
b) Attend individual coaching and mentoring sessions with reporting Sales Manager
c) Attend learning and development courses