Sales Agent

Helpware; Somerset (KY); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Helpware is seeking a Sales Agent to manage an assigned set of customer accounts, drive retention and revenue growth, and pursue new business opportunities. The role emphasizes proactive relationship management, outbound prospecting, and cross-selling within defined revenue tiers.

The position requires experience in account management or inside sales, proficiency with CRM tools (Salesforce), and strong communication and negotiation skills to thrive in a fast-paced environment.

Qualifications

• 2–3 years in account management or inside sales.
• Experience generating leads and driving revenue.
• Familiarity with Salesforce or other CRM.
• Strong communication and negotiation skills.
• Ability to manage multiple accounts in a fast-paced setting.

Responsibilities

• Own and manage an assigned book of long-tail accounts across revenue tiers.
• Drive retention, growth, and selective cross-sell within accounts.
• Outbound prospecting via calls and emails to engage prospects and existing customers.
• Maintain accurate records of activity and qualified opportunities in CRM.
• Track pipeline metrics and participate in reviews.

Skills

Account management

Sales

Prospecting

CRM (Salesforce)

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.