Sales Account Executive Client Onboarding

Overview

Scalemill (www.scalemill.com) helps technology companies increase revenue and reduce costs by setting up off-site inside sales, support and customer success teams that handle customer interactions. We exclusively work with B2B (Business-to-Business) SaaS (Software-as-a-Service) products and specialize in lead generation and appointment-setting.

Role

This role is responsible for managing inbound sales opportunities, building strong client relationships and driving revenue growth. The position involves guiding prospects through the sales process, closing deals, managing client accounts, identifying growth opportunities and collaborating with internal teams to deliver an excellent client experience while achieving sales targets.

Keywords

Sales, business development, customer relationship management, account management

Location

Lahore

Timings

10 am to 7 pm

Type

Full-time from the office

Reporting line

Team Lead and Account Manager

Key Responsibilities

• Client Acquisition & Relationship Management
• Build and maintain strong relationships with existing and potential clients through regular inbound calls
• Manage and respond to inbound leads by understanding their needs, engaging promptly, and guiding them through the initial stages of the sales process
• Actively monitor client account status and ensure timely progression through different stages of the process
• Regularly follow up with clients to understand their needs, provide update and ensure overall satisfaction
• Assist clients with onboarding, account setup and resolving any operational or process-related issues
• Coordinate with internal back-office teams (marketing, product and support) to ensure smooth execution and client management
  
• Sales & Account Management Process
• Identify client account issues by reviewing their current status and proactively guide them on the next steps
• Engage with clients through calls to understand needs, resolve blockers and support account progression
• Prepare proposals, negotiate terms and close deals while ensuring alignment 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 assigned targets
• Identify upselling and cross-selling opportunities within existing clients based on their account status and needs
• Manage end-to-end client processes independently, ensuring timely completion of all tasks
• Maintain accurate records of all client interactions and activities in the CRM
  
• Reporting & Performance
• Share regular sales reports and pipeline updates with the account manager
• Review sales data to track progress and identify improvement areas
• Provide client feedback to help improve products and internal processes
  
• Leadership & Ownership
• Support and guide junior team members on sales tasks when required
• Maintain a professional, client-focused and ownership-driven approach in all interactions
  
• Conversion & Closing (Inbound)
• Respond to inbound leads promptly, understand their needs and guide them through the sales process
• Handle objections effectively and convert qualified inbound prospects into clients
• Share value-driven proposals and follow a structured approach to improve conversion rates and close deals
  
• Competitive Positioning & Product Knowledge
• Stay updated on competitor offerings, pricing and market positioning
• Use competitive insights to refine sales strategies and improve conversions
• Continuously stay up to date with product knowledge to better guide clients and handle queries effectively
  
• Tools: You'll be required to work on the following tools:
• Salesloft: Used for lead assignment, calling, email outreach and executing cadences
• Salesforce: Used to manage the full sales pipeline, including lead conversion, opportunity creation, data logging, tracking deals and recording revenue and performance metrics
• Aircall: Cloud-based dialer used for making and managing client calls
• Backoffice: CRM system used to maintain complete client records and track all client activities and interactions
  
• KYC Responsibilities
• Verify customer identities according to KYC requirements
• Collect and check CNIC, photos, proof of address, customer information, forms and questionnaires for accuracy and completeness
• Follow up with customers on missing documents and resolve verification issues
• Coordinate with compliance and operations teams to resolve delays
• Maintain customer records, including documents and verification results and keep verification status updated
• Ensure all required verification steps are completed on time
  
  
  

• Communication: excellent written and verbal communication skills are required
• Organization: superior organizational skills to manage multiple tasks and responsibilities effectively
• Time management: strong ability to prioritize tasks, manage time efficiently and work in a fast-paced environment
• Attention to detail: accuracy in handling tasks and documents is critical
• Professionalism & discretion: maintaining high standards of professionalism and handling sensitive information with integrity and confidentiality
  
  
  

• This role requires someone comfortable with basic technology like computers, smartphones and common software used in offices
• Comfortable with using online messaging tools like WhatsApp, Google Chat, etc.
• Proficiency with Google Suite, like Gmail, Google Docs, Google Sheets and Google Slides
• Good. proven experience in handling CRM/ERP and dashboards
• Familiarity with task management apps such as TickTick
  
  
  

• Bachelor's degree
• Fluent English (written and verbal) is essential
• At least 2 years of proven experience in a related role