Position Summary

The Sales Executive is responsible for client onboarding, client training, data collection and timely reporting. The role ensures that clients acquire the necessary product information, knowledge and skills.

Key Duties & Responsibilities

1. SALES RESPONSIBILITIES

a. Market Engagement & Lead Generation

• Identify prospective clients through field visits, referrals, outreach events, and digital platforms.
• Conduct market research to understand customer needs, competitor offerings, and emerging trends.

b. Product/Service Demonstrations

• Present and demonstrate company products or platforms to clients.
• Provide clear explanations of the value proposition, pricing, and service benefits.

c. Customer Acquisition

• Conduct pitches, negotiations, and follow-ups until the client signs up.
• Guide clients through onboarding and ensure all documentation is complete.
• Support clients in going live with the product or service.

d. Account Management

• Build strong relationships with clients to enhance satisfaction and retention.
• Handle client queries, complaints, and requests promptly.
• Conduct regular check-ins to ensure continued system usage and growth.

e. Sales Targets & Revenue Growth

• Work towards monthly, quarterly, and annual sales targets.
• Upsell or cross-sell additional services where applicable.
• Track sales pipeline and conversion rates.

2. TRAINING RESPONSIBILITIES

a. Training Preparation

• Develop training materials, user guides, and demo scripts.
• Customize training content to suit varying groups

b. Training Delivery

• Conduct physical or virtual training sessions for all levels of users.
• Demonstrate system features step-by-step, ensuring clarity and comprehension.
• Provide hands-on practice sessions for trainees to use the system independently.

c. Learner Support

• Address user questions, challenges, and misconceptions during and after training.
• Provide follow-up support to ensure trainees understand and adopt the systems/products fully.

d. Evaluation & Continuous Improvement

• Conduct post-training evaluations and assessments.
• Collect feedback to improve future training sessions.
• Update training content based on new features or client needs.

3. DATA COLLECTION RESPONSIBILITIES

a. Field Data Gathering

• Collect accurate data from clients to inform product formation and improvement
• Verify data at the source to ensure authenticity and completeness.

b. Digital Data Entry & Validation

• Accurate input of data into company systems or dashboards.
• Clean and validate data to eliminate duplicates, errors, or inconsistencies.

c. Monitoring & Updates

• Regularly update client information, usage statistics, feedback, and field observations.
• Track system adoption metrics such as number of users, transactions, and active accounts.

d. Compliance & Confidentiality

• Ensure all collected data meets company standards, privacy rules, and confidentiality requirements.
• Securely store or transmit data according to company policies.

4. REPORTING RESPONSIBILITIES

a. Daily, Weekly & Monthly Reporting

• Prepare clear and timely reports summarizing field activities, sales visits, and client engagements.
• Provide updates on targets vs. actual performance.

b. Sales Reports

• Maintain a sales pipeline report (leads, opportunities, conversions).
• Report on closed deals, pending deals, challenges, and next steps.

c. Training Reports

• Document training activities, attendance lists, session feedback, and user performance.
• Highlight training gaps or additional support needed.

d. Data & System Usage Reports

• Submit reports on data collected, data quality, and system adoption levels.
• Highlight trends, patterns, or issues affecting performance.

e. Insights & Recommendations

• Provide actionable insights that help management make decisions.
• Recommend process improvements, client support strategies, or market interventions.

3. MINIMUM QUALIFICATIONS

• Bachelor’s Degree/Diploma in Education, Social Sciences, ICT, Business, IT or related fields.
• At least 1–2 years of sales, training experience.

4. SKILLS & COMPETENCIES

Technical Skills

• Ability to design and deliver interactive training sessions.
• Solid assessment and evaluation skills.
• Ability to use digital teaching tools (projectors, Zoom, PowerPoint, etc.).
• Trainee engagement skills.

Soft Skills

• Excellent communication and presentation skills.
• Strong interpersonal and mentoring skills.
• Patience, empathy, and ability to motivate trainees.
• Good time management and organizational abilities.
• Problem-solving and adaptability to diverse learner needs.

5. PROFESSIONAL ATTRIBUTES

• High integrity and professionalism.
• Passion for sales and training
• Teamwork and collaboration.
• Continuous learning mindset.

• Identify prospective clients through field visits, referrals, outreach events, and digital platforms.
• Conduct market research to understand customer needs, competitor offerings, and emerging trends.
• Present and demonstrate company products or platforms to clients.
• Provide clear explanations of the value proposition, pricing, and service benefits.
• Conduct pitches, negotiations, and follow-ups until the client signs up.
• Guide clients through onboarding and ensure all documentation is complete.
• Support clients in going live with the product or service.
• Build strong relationships with clients to enhance satisfaction and retention.
• Handle client queries, complaints, and requests promptly.
• Conduct regular check-ins to ensure continued system usage and growth.
• Work towards monthly, quarterly, and annual sales targets.
• Upsell or cross-sell additional services where applicable.
• Track sales pipeline and conversion rates.
• Develop training materials, user guides, and demo scripts.
• Customize training content to suit varying groups
• Conduct physical or virtual training sessions for all levels of users.
• Demonstrate system features step-by-step, ensuring clarity and comprehension.
• Provide hands-on practice sessions for trainees to use the system independently.
• Address user questions, challenges, and misconceptions during and after training.
• Provide follow-up support to ensure trainees understand and adopt the systems/products fully.
• Conduct post-training evaluations and assessments.
• Collect feedback to improve future training sessions.
• Update training content based on new features or client needs.
• Collect accurate data from clients to inform product formation and improvement
• Verify data at the source to ensure authenticity and completeness.
• Accurate input of data into company systems or dashboards.
• Clean and validate data to eliminate duplicates, errors, or inconsistencies.
• Regularly update client information, usage statistics, feedback, and field observations.
• Track system adoption metrics such as number of users, transactions, and active accounts.
• Ensure all collected data meets company standards, privacy rules, and confidentiality requirements.
• Securely store or transmit data according to company policies.
• Prepare clear and timely reports summarizing field activities, sales visits, and client engagements.
• Provide updates on targets vs. actual performance.
• Maintain a sales pipeline report (leads, opportunities, conversions).
• Report on closed deals, pending deals, challenges, and next steps.
• Document training activities, attendance lists, session feedback, and user performance.
• Highlight training gaps or additional support needed.
• Submit reports on data collected, data quality, and system adoption levels.
• Highlight trends, patterns, or issues affecting performance.
• Provide actionable insights that help management make decisions.
• Recommend process improvements, client support strategies, or market interventions.

• Ability to design and deliver interactive training sessions.
• Solid assessment and evaluation skills.
• Ability to use digital teaching tools (projectors, Zoom, PowerPoint, etc.).
• Trainee engagement skills.
• Excellent communication and presentation skills.
• Strong interpersonal and mentoring skills.
• Patience, empathy, and ability to motivate trainees.
• Good time management and organizational abilities.
• Problem-solving and adaptability to diverse learner needs.

• Bachelor’s Degree/Diploma in Education, Social Sciences, ICT, Business, IT or related fields.
• At least 1–2 years of sales, training experience.
• High integrity and professionalism.
• Passion for sales and training
• Teamwork and collaboration.
• Continuous learning mindset.