The WFS Group

Account Executive

• Master the SaaS products we represent by engaging with training resources and product demos.
• Consistently increase product knowledge by consuming the content in the sales training center.
• Participate in daily sales syncs via zoom to discuss sales initiatives, study sales call game tape, and strategize around the pipeline.
• Use the WFS proprietary sales framework to lead discovery calls, uncover pain points, and deliver compelling product demonstrations.
• Engaging in deep questions led discovery dialogue to identity challenges, pain points, and gaps that create the need, desire, & urgency for WFS products and services.
• Build trust with prospects through consultative dialogue, aligning product benefits with their business objectives.
• Utilize WFS sales material & tools to deliver persuasive sales presentations and demonstrations via zoom that speak to core desires, highlighting the key benefits and value of WFS products and services.
• Achieve or exceed sales quotas and targets, consistently meeting or exceeding sales performance expectations.
• Adhere to CRM best practices to track and manage sales activities, including lead management, follow-up, and accurate forecasting.
• Collaborate with cross-functional teams to ensure a seamless and successful sales process.
• Display WFS core values at all times to contribute to a high performance culture.

Appointment Setter

• Make high volume outbound calls to warm leads
• Qualify prospects and identify buying intent
• Set appointments for closers
• Follow up with leads across the pipeline
• Utilize CRM systems to track activity
• Attend daily sales meetings and coaching sessions
• Study sales calls and improve performance
• Collaborate with closers and leadership
• Hit and exceed appointment targets consistently

High Ticket Appointment Setter, Warm Leads

Sales

• Lead conversations with business owners and decision-makers
• Diagnose, challenge, and guide prospects in making decisions
• Own the full sales cycle including pipeline generation and deal progression
• Collaborate with internal teams for clean handoff and strong client outcomes

Senior Sales Advisor

• Run discovery-led sales calls with business owners, operators, and leadership teams
• Diagnose current processes, inefficiencies, and performance gaps within the organization
• Translate product functionality into clear, measurable business outcomes
• Lead tailored product walkthroughs that reinforce ROI and operational impact
• Navigate multi-stakeholder buying processes and drive alignment across decision-makers
• Own full pipeline management including follow-up, reactivation, and deal progression
• Generate a portion of pipeline through outbound, warm follow-up, and self-sourcing
• Maintain clean, accurate CRM data including notes, next steps, and deal stages
• Consistently hit activity and revenue targets across calls, pipeline, and closed business
• Collaborate with internal teams to ensure smooth onboarding and strong client outcomes

Sales Advisor – SaaS

• Run and close sales conversations across a structured 2–3 call sales process
• Own your pipeline from qualified opportunity to closed deal
• Consistently follow up with prospects to move deals forward and prevent stagnation
• Handle objections with confidence and guide prospects to clear decisions
• Maintain high daily activity levels across calls, follow-ups, and pipeline management
• Accurately track all sales activity and deal progression inside the CRM
• Collaborate with SDRs, marketing, and RevOps to ensure pipeline quality and conversion
• Continuously refine your sales approach based on performance data and coaching feedback
• Hit and exceed monthly revenue targets with consistency

Account Executive

High Ticket Appointment Setter, Warm Leads

Senior Sales Advisor

Sales Advisor – SaaS

Inside Sales Representative