Sales Representative

Sales Representative Job Description

Role Overview

Key Responsibilities

Sales Execution & Revenue Ownership

• Own the sales process from initial outreach through close, ensuring a professional and consistent client experience.
• Conduct structured discovery and sales meetings to assess client needs and determine fit.
• Prepare, present, and revise proposals that clearly align scope, pricing, and expectations.
• Follow up consistently with prospects and active opportunities to drive decisions forward.
• Meet or exceed individual sales targets and pipeline activity expectations.

Prospecting & Pipeline Management

• Proactively generate new opportunities through outbound outreach, including cold calls, email campaigns, and follow-ups.
• Respond promptly to inbound leads from the website, email, and phone, qualifying and scheduling sales conversations.
• Maintain accurate, up-to-date records in Pipedrive, including notes, next steps, deal stages, and close probability.
• Manage a predictable pipeline by maintaining required activity levels and conversion benchmarks.

Process Discipline & Collaboration

• Adhere to established sales workflows, qualification standards, and handoff procedures.
• Partner with the Client Experience Director and internal team members to ensure smooth transitions from sales to onboarding and execution.
• Identify gaps or inefficiencies in the sales process and propose practical improvements.
• Participate in regular sales reviews, forecasting, and performance check-ins.

Relationship & Brand Development

• Represent the company professionally in virtual and in-person networking environments as needed.
• Build long-term relationships with prospects and referral partners to support sustained pipeline growth.
• Identify opportunities for strategic partnerships or community engagement that align with company goals.

Qualifications

• 2+ years of experience in sales, business development, or account management.
• Demonstrated ability to manage a pipeline and close deals independently.
• Strong written and verbal communication skills, with confidence leading sales conversations.
• Experience using CRM systems (Pipedrive preferred; Apollo or similar tools a plus).
• Highly organized with strong follow-through and time management skills.
• Comfortable working in a fast-paced, performance-driven environment with clear expectations.
• Self-motivated, coachable, and accountable for results.

What Success Looks Like

• A consistently healthy pipeline with accurate CRM data.
• Predictable sales activity and conversion rates.
• Clean handoffs to operations with minimal rework or clarification needed.
• Revenue targets met through disciplined execution—not last-minute scrambling.

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