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. 

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