The Sales Executive turns leads into customers. They contact prospects, understand what they need, present the right product or service, handle objections and close deals - while keeping the CRM accurate so the team always knows where every opportunity stands.
Also known as: Sales Associate, Sales Representative, Sales Officer
Full-time, typically 9 hours a day, 5-6 days a week
Shift
Day shift
Employment type
Full-time, often with incentives
Technical skills
Product knowledge
CRM usage
Quotation preparation
Lead qualification
Sales presentations
Soft skills
Persuasive communication
Listening
Resilience
Negotiation
Self-motivation
Tools used
CRM
Phone and WhatsApp Business
Quotation templates
Email
Product catalogue
Career path
Sales Trainee
Sales Executive
Senior Sales Executive
Team Leader / Key Account Manager
Sales Manager
KPI
How to measure whether a Sales Executive is succeeding.
KPI
What it measures
Review
Revenue vs target
Closed sales against monthly target
Monthly
Calls and meetings
Sales activities completed
Daily
Lead conversion rate
Qualified leads converted to customers
Monthly
Follow-up compliance
Leads followed up on the agreed schedule
Weekly
In Piplhr, KPIs become recurring daily and weekly reports that each person submits - see Reporting & KPI tracking.
Sales Executive FAQs
What does a Sales Executive do?
The Sales Executive turns leads into customers. They contact prospects, understand what they need, present the right product or service, handle objections and close deals - while keeping the CRM accurate so the team always knows where every opportunity stands.
What are the main responsibilities of a Sales Executive?
Key responsibilities include: achieve individual monthly sales targets; qualify leads using the agreed criteria; present products or services clearly and accurately; prepare quotations using approved pricing and discount limits; negotiate and close deals.
A practical method for defining roles and responsibilities in your team - what to include, how to avoid gaps and overlaps, and a template you can use for every position.
A step-by-step guide to writing job descriptions - job title, summary, responsibilities, job specification and more - plus the difference between a JD and a job specification.