Monthly Expense Report Sales Rep - Download as PDF

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					                                      Job Description

Job Title:          Sales Representative
Department:         Sales
Reports To:         Vice President of Sales
Overtime Status:    Exempt
Prepared By:        Tom Lane
Prepared Date:      June 27, 2007
Approved By:
Approved Date:

Sell DM2 software and training services to petroleum jobbers in the assigned region by
performing the following duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be

Develop a detailed understanding of DM2’s business processes and product features, benefits,
pricing, applications, configurations and installation requirements.

Make outbound lead generation calls to prospective and existing customers to create new sales
and upgrade sales opportunities.

Provide software demonstrations to prospects and customers remotely and/or by traveling
through the assigned region.

Develop proposals in response to customer requests.

Prepare annual forecasts and make adjustments to monthly forecasts.

Meet or exceed annual sales plan.

Work with other sales representatives and DM2 employees to coordinate account activity that
affects other regions.

Estimate dates of delivery and installation for customers, based on knowledge of DM2’s delivery
and installation schedules.

Research and report on competitive products.

Define new market opportunities for existing and new products.

Prepare reports of business transactions and submit monthly expense reports.

Enter new customer data and other sales data for current customers into computer database.

Investigate and resolve customer problems.
Prepare for, travel to and attend trade shows.

This job has no supervisory responsibilities.

To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
ability required. Reasonable accommodations may be made to enable individuals with disabilities
to perform the essential functions.

Bachelor's degree (B. A.) from four-year college or university; or three to five years related
experience and/or training; or equivalent combination of education and experience.

Ability to read and interpret documents such as safety rules, operating and maintenance
instructions, and procedure manuals. Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions,
percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and

Ability to solve practical problems and deal with a variety of concrete variables in situations
where only limited standardization exists. Ability to interpret a variety of instructions furnished
in written, oral, diagram, or schedule form.

Ability to maintain a professional demeanor at all times when dealing with customers,
distributors and co-workers. Strictly adhere to the policies and procedures outlined in DM2’s
Employee Handbook. Must possess a valid driver’s license and be able to travel up to 50 percent
of the time.

The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential

While performing the duties of this job, the employee is regularly required to talk or hear
customers and distributors in order to understand their needs and present solutions to those
needs. The employee frequently is required to stand for long periods of time during trade shows.
The employee must frequently lift and/or move up to 50 pounds to set-up demonstration
equipment and displays for presentations and trade shows.

The work environment characteristics described here are representative of those an employee
encounters while performing the essential functions of this job. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Description: Monthly Expense Report Sales Rep document sample