Sales Representative Job Description Template
A Sales Representative owns the process of turning prospects into paying customers, building relationships, running the sales conversation, and closing deals against a revenue target.
Use this sales representative job description template to find reliable employees for your company. Feel free to modify the sales representative duties and responsibilities as well as the qualifications listed below to fit your specific needs.
What Is a Sales Representative?
A Sales Representative is the person directly responsible for generating revenue by identifying prospects, running the sales process, and closing deals. The role spans specializations: an Inside Sales Representative typically sells remotely by phone, email, and video call, while a Field Sales Representative meets prospects and clients in person. Most hold a degree in business or a related field, though strong sales performance often matters more than formal education. They typically report to a Sales Manager or Head of Sales, and work closely with marketing for lead generation, customer success for handoff after close, and sales operations for CRM and reporting.
What Does a Sales Representative Do?
Day to day, a Sales Representative works a pipeline of leads in a CRM such as HubSpot or Salesforce, running discovery calls to understand prospect needs, delivering product demos, and negotiating terms to close deals. They log every interaction in the CRM, follow up consistently without letting deals go cold, and forecast which opportunities are likely to close within the period. When a deal stalls or a prospect goes quiet, it's the sales rep who diagnoses the blocker, whether it's budget, timing, or a missing stakeholder, and finds a way to move it forward.
Job Brief
We are seeking a driven Sales Representative to own a pipeline of inbound and outbound leads, reporting directly to the Sales Manager. In your first 30 days, you'll complete product and sales-process training and start shadowing calls; by month three, you'll be running your own full sales cycle and working toward your first full quarterly quota. This role offers a clear, commission-backed path to Senior Sales Representative or Account Executive for consistent performers.
Responsibilities
- Prospect and qualify new leads through outbound calls, emails, and social selling
- Run discovery calls to understand prospect needs, budget, and timeline
- Deliver product demos and presentations tailored to the prospect's specific use case
- Negotiate pricing, terms, and contracts to close deals in line with company guidelines
- Maintain accurate, up-to-date records of all activity and pipeline stage in the CRM
- Forecast deal likelihood and timing to support accurate revenue projections
- Hand off closed accounts to customer success with clear context for a smooth transition
- Consistently meet or exceed monthly and quarterly sales quotas
- Stay current on product updates, competitor positioning, and market trends relevant to the pitch
Requirements and Skills
- Bachelor's degree in Business, Marketing, or a related field, or equivalent sales experience
- 1-3 years of experience in a quota-carrying sales role, inside or field sales
- Hands-on experience with a CRM platform such as Salesforce or HubSpot
- Fluent in English (spoken and written); an additional local language is an advantage for multi-market territories
- Comfort using sales engagement and AI-assisted prospecting tools such as Outreach, Apollo, or Gong
- Strong negotiation and objection-handling skills, with a track record of hitting or exceeding targets
- Resilient, self-motivated, and comfortable with a high-activity, metrics-driven role
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Frequently asked questions
A Sales Representative identifies prospects, runs the sales conversation, and closes deals to hit a revenue target. They own the full pipeline from first contact through signed contract, and often the handoff to customer success afterward.
Core duties include prospecting, running discovery calls and demos, negotiating terms, and maintaining accurate CRM records. Many reps also forecast pipeline and stay current on product and competitor positioning.
A good Sales Representative listens closely to understand what a prospect actually needs before pitching a solution, rather than running a generic script. Strong ones are also resilient with rejection and consistent about pipeline follow-up.
Sales Representatives typically report to a Sales Manager or Head of Sales, and work closely with marketing on lead generation and customer success on account handoff. They may also coordinate with sales operations on CRM data and reporting.