Bookkeeping service sales agent vs business to business sales consultant

Differences between bookkeeping service sales agent and business to business sales consultant duties and responsibilities

Bookkeeping service sales agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions.

Business to business sales consultant example responsibilities.

• Manage logistics, control engineering and design, order placement, vendor relationships, customer utilization and technology.
• Utilize CRM systems to accurately record data.
• Maintain thorough records regarding all account activity and prospecting activity through CRM.
• Prepare proposals with time and cost estimates around innovative solutions base on RFP from existing or potential customers.
• Take a lead role in the ERP implementation, with additional focus on process redesign and systems documentation and training.
• Assist with client needs assessment on discovery calls and make recommendations during the RFP process to help close pending sales opportunities.
Show more