Sales Executive Planet Accounting Solutions

Job Title: Tally Sales Field Executive

Department: Sales & Marketing

Location: Field-based (Mumbai / Navi-Mumbai / Raigad)

Key Responsibilities:

Sales & Lead Generation:

• Identify and approach potential clients for Tally software solutions.
• Conduct field visits to businesses, retailers, and service providers.
• Generate leads through cold calling, referrals, and local networking.
• Demonstrate Tally ERP 9 / TallyPrime features and benefits to prospects.

Client Engagement:

• Understand client requirements and recommend suitable Tally products.
• Build and maintain strong relationships with clients.
• Follow up on inquiries and convert leads into sales.

Reporting & Documentation:

• Maintain daily visit reports and sales activity logs.
• Update Sales tracking systems with client interactions.
• Provide feedback on market trends and customer needs.

Coordination:

• Coordinate with the support and technical teams for client onboarding.
• Assist in scheduling demos, installations, and training sessions.

Required Skills:

• Good understanding of Tally software and its business applications.
• Strong communication and persuasion skills.
• Ability to work independently and manage time effectively.
• Basic knowledge of accounting and business operations.
• Familiarity with local geography and market dynamics.

Qualifications:

• Minimum HSC or Bachelor's degree (Commerce or Business preferred).
• Certification in Tally (preferred).
• Experience in field sales or software sales is an advantage.