a.k.a. Sales Representative, Consultant, Account Executive
The Sales Advisor
Converts leads into booked revenue through consultative selling.
The seat at a glance
Department
Sales
Works from
Hybrid
Pay
$45k-95k
In the software
daily
The tools we built for them
Products for the Sales Advisor.
Each one saves the sales advisor a few hours a week and a lot of friction.
Who they are
Half-desk, half-truck, the sales advisor.
Converts leads into booked revenue through consultative selling.
Software relationship: daily
Goals · what “good” looks like
- ▸More booked revenue month over month
- ▸Higher average ticket
- ▸Lower post-sale fallout
Also called
Sales RepresentativeConsultantAccount Executive
Setting
Hybrid
splits timeWhat they own · where they slip
The job, frankly.
Core duties
what’s on their plate every week
✓
Run discovery conversations
✓
Present options and pricing clearly
✓
Follow up on proposals within 48 hours
✓
Coordinate site visits
✓
Hand off sold jobs cleanly to operations
Where they trip
watch for these, they’re common
✗Quoting cheapest option to avoid objections
✗Letting proposals sit without follow-up
✗Overpromising on timeline or scope
What makes them a champion
Build a multi-option proposal on the customer's kitchen table from a tablet.
what the sales advisor says the first time the dashboard finally clicks.
Keep exploring
