Piplhr
Sales & MarketingJD · JS · KPIs

Sales Executive Roles and Responsibilities

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

Build this role in Piplhr
Reports to
Sales Manager
Department
Sales & Marketing
Experience
0-3 years in sales
Work location
Office, field or retail floor

Job Description (JD)

The responsibilities a Sales Executive owns and the duties they perform.

Responsibilities

  1. 1Achieve individual monthly sales targets
  2. 2Qualify leads using the agreed criteria
  3. 3Present products or services clearly and accurately
  4. 4Prepare quotations using approved pricing and discount limits
  5. 5Negotiate and close deals
  6. 6Follow the lead follow-up SOP and schedule
  7. 7Maintain accurate CRM records for every lead and deal
  8. 8Build long-term relationships for repeat and referral business

Duties

Daily
  • Call and follow up with new and existing leads
  • Hold meetings, demos or store conversations with prospects
  • Send quotations and proposals
  • Log every activity and update deal stages in the CRM
Weekly
  • Review pipeline and next steps with the sales manager
  • Follow up on pending quotations
  • Share market and competitor feedback
Monthly
  • Review target achievement and plan for next month
  • Reconnect with past customers for repeat business

Job Specification (JS)

The job information and the skills this role needs.

Job information

Qualification
Bachelor's degree preferred; relevant experience accepted
Experience
0-3 years in sales
Work location
Office, field or retail floor
Working hours
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

  1. Sales Trainee
  2. Sales Executive
  3. Senior Sales Executive
  4. Team Leader / Key Account Manager
  5. Sales Manager

KPI

How to measure whether a Sales Executive is succeeding.

KPIWhat it measuresReview
Revenue vs targetClosed sales against monthly targetMonthly
Calls and meetingsSales activities completedDaily
Lead conversion rateQualified leads converted to customersMonthly
Follow-up complianceLeads followed up on the agreed scheduleWeekly

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.

What skills does a Sales Executive need?

Technical skills: Product knowledge, CRM usage, Quotation preparation, Lead qualification, Sales presentations. Soft skills: Persuasive communication, Listening, Resilience, Negotiation, Self-motivation.

Who does a Sales Executive report to?

A Sales Executive typically reports to the Sales Manager.

What qualifications are required to become a Sales Executive?

Bachelor's degree preferred; relevant experience accepted, with 0-3 years in sales.

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