Sales Agent

Helpware; Lexington (KY); Hybrid; USD 40,000 - 70,000; Full time

Job summary

Helpware is seeking an experienced Sales Agent to manage a portfolio of accounts across Lexington, Danville, and Somerset with a conditional remote setup. You will drive retention, revenue growth, and new business by proactively managing relationships, prospecting, and cross-selling while maintaining a clean pipeline.

The role requires 2–3 years in account management or related sales, proven CRM experience (Salesforce), and strong communication and negotiation skills to achieve sales targets in

Qualifications

• 2–3 years in account management or related sales roles.
• Proven experience managing customer accounts, generating leads and growth.
• Experience using Salesforce or other CRMs to manage pipelines.
• Strong communication, relationship-building and negotiation skills.
• Results-oriented with the ability to manage multiple accounts and targets.

Responsibilities

• Own and manage an assigned book of long-tail accounts across revenue tiers.
• Drive retention, growth, and selective cross-sell within tiers.
• Identify accounts for upgrading to higher thresholds and coordinate handoffs.
• Maintain accurate records of all account activity in Salesforce.
• Build outbound prospecting motion to engage accounts and generate opportunities.
• Qualify leads, identify decision-makers, and size opportunities.
• Track pipeline metrics and participate in reviews to show health and trends.

Skills

Account management

Inside sales

New business development

Communication

Negotiation

Tools

Salesforce

Job description

Sales Agent

Location: Lexington, Danville, or Somerset, KY | Work Setup: Conditional remote

About Us

Helpware is a technology-driven company with offices in the USA, Ukraine, Mexico, and the Philippines which provides Customer Experience & Operational Support for modern companies. Our team of professionals is driven by the purpose of providing best-in-class value-adding services to our partners by leveraging our empowered teams, innovative solutions, and technologies.

Our US Team is growing and we're looking for experienced Sales Agents to join our Helpware team.

Position Overview

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.

Specific Responsibilities

Account Management & Farming

• 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.

Lead Generation & Qualification

• 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.

Pipeline & Reporting

• 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

Qualifications

• 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.