Sales Agent

Sales Agent

The Sales Agent is responsible for managing a portfolio of customer accounts to drive retention, revenue growth, and new business opportunities. This role develops existing accounts through proactive relationship management, outbound prospecting, and cross-selling while maintaining an accurate sales pipeline and collaborating with internal teams to deliver a seamless customer experience.

Specific Responsibilities:

Account Management & Farming

• Own and manage an assigned book of long-tail accounts, segmented across Develop ($5K$7.5K), Maintain ($2.5K$5K), and Automate (under $2.5K) revenue tiers.
• Drive retention, growth, and selective cross-sell within the Maintain and Develop tiers.
• Identify accounts ready to graduate into the field book at the $7.5K+ threshold and coordinate warm handoffs with field reps.
• Maintain accurate, complete records of all account activity, notes, and qualified opportunities in Salesforce.

Lead Generation & Qualification

• Build and execute a dedicated outbound prospecting motion (calls, emails) to engage prospective and existing accounts and generate net-new opportunities.
• Qualify leads against defined criteria, including decision-maker identification, business fit, and opportunity sizing.
• Coordinate with the CX/Sales Support team on leads surfaced through inbound channels (shared inbox, customer calls) to ensure consistent follow-up and qualification.
• Balance time between proactive account management and new business prospecting, in line with program-level targets.

Pipeline & Reporting

• Track and report on pipeline metrics, including opportunities created, pipeline value, conversion rates, and revenue generated.
• Participate in weekly, monthly, and quarterly business reviews, providing visibility into account health, pipeline performance, and emerging trends.
• Stay current on the client's product portfolio, pricing policy, and promotional programs relevant to account management and prospecting conversations.
• Other related tasks as assigned by the client or Helpware management.

Qualifications:

• At least 23 years of experience in account management, inside sales, business development, or a related sales role.
• Proven experience managing customer accounts, generating leads, and driving revenue growth.
• Experience using Salesforce or other CRM platforms to manage pipelines and customer interactions.
• Strong communication, relationship-building, and negotiation skills.
• Results-oriented with the ability to manage multiple accounts and achieve sales targets in a fast-paced environment.