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.

Responsibilities

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; 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; 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

Requirements

At least 2–3 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