KEY RESPONSIBILITIES
Outbound Sales & Lead Generation
- Execute daily cold calling campaigns targeting CAs, wealth managers, family offices, and HNIs
- Qualify prospects quickly, identify pain points, and articulate iRecord's value proposition
- Log all calls, interactions, and outcomes in CRM systems for pipeline tracking
- Follow up consistently with prospects across multiple touchpoints (email, phone, WhatsApp)
Relationship Building & Discovery
- Conduct initial discovery calls to understand prospect needs around portfolio accounting, compliance, and reporting
- Present iRecord's core features in business terms
- Tailor messaging for different buyer personas (CAs vs. wealth managers vs. HNIs)
- Build rapport and establish trust with prospects
Trial Conversion & Sales Support
- Guide qualified prospects through iRecord's product trial period
- Answer technical and commercial questions to overcome objections
- Collaborate with product and support teams to ensure smooth onboarding
- Convert trial users into paying customers through follow-up and value reinforcement
Pipeline Management
- Maintain an active, clean pipeline with multiple stages
- Track KPIs including call volume, conversations, trial sign-ups, and conversion rates
- Report on sales metrics and activity weekly
- Identify trends and share feedback on market positioning
REQUIRED QUALIFICATIONS
- Clear, confident communication; able to explain technical concepts in simple terms
- Sales mindset—resilient, goal-oriented, comfortable with rejection
- Meticulous with data entry, follow-ups, and CRM management
- Basic understanding of accounting, portfolio management, and compliance concepts
- Reliable, punctual, and accountable in remote/hybrid work
- Proficiency with CRM software, Google Suite, and basic troubleshooting
NICE-TO-HAVE QUALIFICATIONS
- Prior SaaS sales, B2B sales, or BPO experience
- Familiarity with Indian accounting practices (GST, TDS, tax compliance)
- Experience selling to accountants, wealth managers, or financial professionals
- Knowledge of portfolio accounting platforms or investment software
- Basic understanding of SEBI regulations or investment advisory
- Bilingual skills (Hindi + English)
WHAT YOU'LL ACHIEVE
- Direct impact on product awareness and customer acquisition
- Develop sales fundamentals, product knowledge, and business acumen
- Growth opportunity to advance to Account Executive, Sales Lead, or Account Management
- Access to training, mentorship, call coaching, and clear performance feedback
