📌 Role Summary
As a B2B Software Sales Executive, you will be responsible for owning the entire sales lifecycle—from lead generation and qualification to deal closing and account growth. The role requires strong communication, problem-solving abilities, and a proactive mindset to thrive in a fast-paced SaaS environment.
✅ Key Responsibilities
| Area |
Description |
| Sales Ownership |
Manage assigned leads, qualify prospects, and close B2B software deals. |
| Collaboration |
Work closely with marketing, product, and support teams to align sales efforts with company goals. |
| Pipeline Execution |
Follow CRM workflows, document activities, and maintain updated records. |
| Client Communication |
Conduct product demos, discovery calls, and handle objection management professionally. |
| Consultative Selling |
Understand client pain points and offer tailored SaaS solutions. |
| Upsell & Retention |
Identify upsell opportunities and ensure customer success post-sale. |
| Adaptability |
Adjust strategy based on feedback, data, and market changes. |
| Learning & Growth |
Stay updated on product features, market trends, and competition. |
🛠️ Must-Have Tools
Below is the essential toolkit required to perform effectively in this role:
📊 CRM & Lead Management
-
HubSpot CRM (or Zoho CRM / Salesforce)
-
Apollo.io (for lead generation & enrichment)
-
Pipedrive (optional but a plus)
✉️ Communication & Outreach
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WhatsApp Business API tools: Appgain, Wati, or 360dialog
-
Email platforms: Gmail/Outlook with tracking (Mailtrack, Yesware)
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Meeting schedulers: Calendly or Google Calendar
🔄 Marketing & Automation
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Appgain.io (preferred) for SMS, email, WhatsApp, and push campaigns
-
Lemlist, Mailchimp, or Instantly.ai (for cold outreach and automation)
-
LinkedIn Sales Navigator (for B2B prospecting)
📑 Documentation & Reporting
-
Google Sheets / Excel (for deal tracking & analysis)
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Notion or Confluence (for SOPs and team collaboration)
-
Looker Studio or Google Analytics (for campaign performance reporting)
🧠 What We’re Looking For
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Strong written and spoken communication skills
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Passion for SaaS and the ability to learn new tools fast
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Proven ability to work with KPIs and structured sales funnels
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Self-starter attitude with a drive to close deals and grow accounts
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Willingness to work cross-functionally and take feedback constructively