Sales Account Executive (Client Onboarding)

Scalemill specializes in helping technology companies grow revenue and reduce costs by establishing off-site inside sales, support, and customer success teams focused on customer interactions. The company works exclusively with B2B SaaS products, with expertise in lead generation and appointment setting. This role involves managing inbound sales opportunities, nurturing client relationships, and driving revenue growth by guiding prospects through the sales cycle, closing deals, and collaborating with internal teams to ensure a seamless client experience while meeting sales targets.

Key Responsibilities

- Client Acquisition & Relationship Management: Build and maintain strong relationships with existing and potential clients through regular inbound calls. Manage inbound leads by understanding their needs, engaging promptly, and guiding them through the sales process. Monitor client account status and ensure timely progression. Follow up regularly to provide updates and ensure client satisfaction. Assist clients with onboarding, account setup, and resolving operational issues. Coordinate with marketing, product, and support teams to ensure smooth client management.

- Sales & Account Management: Identify client account issues by reviewing current status and proactively guiding next steps. Engage clients through calls to understand needs, resolve blockers, and support account progression. Prepare proposals, negotiate terms, and close deals aligned with client requirements. Manage the full sales cycle independently, including follow-ups, updates, and CRM management.

- Collaboration & Execution: Plan and execute sales strategies to achieve targets. Identify upselling and cross-selling opportunities within existing accounts. Manage end-to-end client processes independently, ensuring timely completion of tasks. Maintain accurate records of all client interactions in the CRM.

- Reporting & Performance: Share regular sales reports and pipeline updates with the account manager. Review sales data to track progress and identify areas for improvement. Provide client feedback to enhance products and internal processes.

- Leadership & Ownership: Support and guide junior team members on sales tasks when needed. Maintain a professional, client-focused, and ownership-driven approach in all interactions.

- Conversion & Closing (Inbound): Respond promptly to inbound leads, understand their needs, and guide them through the sales process. Handle objections effectively and convert qualified prospects into clients. Deliver value-driven proposals and follow a structured approach to improve conversion rates.

- Competitive Positioning & Product Knowledge: Stay updated on competitor offerings, pricing, and market positioning. Use competitive insights to refine sales strategies and improve conversions. Continuously update product knowledge to better assist clients and handle queries.

- Tools Utilized: Work with Salesloft for lead assignment and outreach, Salesforce for managing the sales pipeline, Aircall for client calls, and Backoffice CRM for maintaining client records and tracking activities.

- KYC Responsibilities: Verify customer identities according to KYC requirements. Collect and verify documents such as CNIC, photos, proof of address, and forms for accuracy. Follow up on missing documents and resolve verification issues. Coordinate with compliance and operations teams to address delays. Maintain updated customer records and ensure timely completion of verification steps.

Required Qualifications

- Bachelor’s degree.
- Minimum of 2 years of proven experience in a related sales or account management role.
- Fluent English communication skills, both written and verbal.
- Excellent organizational skills with the ability to manage multiple tasks effectively.
- Strong time management skills to prioritize tasks and work efficiently in a fast-paced environment.
- High attention to detail and accuracy in handling tasks and documentation.
- Professionalism and discretion in managing sensitive information with integrity.

Technology Skills

- Comfortable using computers, smartphones, and common office software.
- Proficient with online messaging tools such as WhatsApp and Google Chat.
- Experienced with Google Suite applications including Gmail, Docs, Sheets, and Slides.
- Proven ability to handle CRM/ERP systems and dashboards.
- Familiarity with task management applications like TickTick.

This is a full-time, office-based position located in Lahore, with working hours from 10 am to 7 pm. The role reports to the Team Lead and Account Manager. Candidates should demonstrate a client-focused mindset and ownership in their work to contribute effectively to the company’s growth and client satisfaction.