Sales Representative

A. Company Overview

Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine's Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune's inaugural list of the 300 Most Innovative Companies.

Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients.

B. About Your Role

We are looking for a Sales Representative to join our Sales & Business Development team. In this role, you will support lead generation, prospecting, and early-stage outreach activities, helping to drive pipeline growth and new client opportunities.

If you're passionate about sales, market research, and business development, thrive in a fast-paced, collaborative, and growth-focused environment where innovation, teamwork, and continuous learning drive success, we'd love to hear from you!

The ideal candidate is proactive, curious, organized, and eager to learn—someone who takes initiative, embraces challenges, and is excited to gain hands-on experience in B2B sales and client engagement.

C. Key Responsibilities

• Research potential clients and identify target prospects using LinkedIn, databases, and industry platforms to build a strong sales pipeline.

• Generate qualified leads by compiling prospect lists aligned with the company's Ideal Customer Profile (ICP).

• Execute outreach through telephone calls, email, LinkedIn, and other channels to initiate conversations with prospective clients.

• Maintain and update lead data in the CRM system to ensure accurate tracking of prospects and interactions.

• Support the sales team by scheduling meetings between qualified prospects and senior sales leaders.

• Follow up with prospects to maintain engagement and move opportunities forward in the sales pipeline.

• Assist in preparing outreach messages, prospect communication, and sales collateral when required.

• Collaborate with the sales and marketing teams to improve outreach strategies and lead generation efforts.

D. Required Qualifications & Experience

Education

• Bachelor's or Master's degree in Business, Marketing, Communications, or a related field.

Experience

• Fresher or 0 - 1 Years experience in sales, marketing, research, or business development is a plus but not mandatory.

Essential technical skills

• Strong communication and research skills
• Basic understanding of sales or business development processes
• Ability to organize and manage prospect information
• Proficiency in Microsoft Office or Google Workspace

Preferredbut not mandatory

• Familiarity with LinkedIn Sales Navigator, CRM tools, or sales outreach platforms
• Interest in B2B sales and professional services industries.

E. Benefits & Perks

• Health Insurance for you and your dependents including parents
• Provident Fund
• 3 % Fixed CTC Budget for Learning Opportunities
• Market Leading Leave Policy
• Paid Holidays per Calendar Year
• Employee Recognition & Rewards
• One of the best cultures of benevolent meritocracy

F. Job Details

• Title: Sales Representative
• Compensation: As per Industry standards
• Work Schedule: Office
• Nature: Full time
• Shift: 6:00 PM to 3:00 AM IST
• Location: Dehradun, Uttarakhand