Sales Manager Job Responsibilities
- Sales Manager: Sales Consultant, Top Salesperson
- Set goals: Develop plans and implement plans
- Job Responsibilities: Sales Manager: Job Responsibilities: Sales Specialist
- Have a forward-looking understanding of the industry, market, and competitors; be able to thoroughly understand the company’s strategic deployment; and, based on strategic milestones, reasonably allocate and oversee annual plans, as well as personnel competency models and capital investment. : Be highly knowledgeable about the company’s products and able to answer customer questions at any time
- Based on sales targets, synchronize operational rhythms, work closely with the Marketing and Operations departments, ensure that the three major departments operate in alignment, and achieve win-win cooperation by meeting each other’s needs. : After-sales support: Resolve any customer issue, ensure customer satisfaction, and maintain a positive attitude
- Care about subordinates’ mental health and check whether customer files are complete: Plan monthly targets, identify the sources of performance, and determine how to achieve them.
- Be highly familiar with the company’s sales products, : Record customer information: address, preferences, family members, personality, etc.
- Assess the feasibility of the annual plans prepared by Sales Consultants and provide guidance to ensure alignment on goals and execution pace, : Keep accurate records of customers’ purchasing habits, track how long it takes them to return for repeat purchases, and contact them for repurchases when the appropriate time comes
- Guide Sales Consultants in organizing and classifying new and existing customers by level, review the development status of customers at each level, analyze the urgency at the current stage, and reasonably complete the established targets according to the planned pace. : Develop product plans and product combinations for clients, and collect product feedback
- Based on the planning situation, conduct a monthly review and check: whether success cases have been collected, progress completion, win/loss reports, spot checks on service quality; check new customers: Review yesterday's client chat records each day, summarize strengths and weaknesses, and provide optimization plans
- Whether the personnel quality model is strong, whether the consultant process is complete and effective; analyze and coach accordingly; whether funding investment is normal; whether departments are coordinated on the same track. : Raise difficulties and points of confusion encountered for discussion and resolution; contact new customers daily from various channels: 30~20, WeChat add success rate: 20%~30%. Analyze reasons for failed adds and provide optimization plans
- Job Responsibilities: Sales Consultant: Know competitor stores' sales plans, specifications and prices, and product selling points inside and out.
- Collect and summarize sales information, including deal data, new customers, customer classification; maintain key accounts and pay close attention to them, knowing their lives inside and out, including family members, birthdays, preferences, etc.: Regularly follow up with and revisit customers. Collect customer follow-up information
- Review sales data and forecast sales (product - inventory - specifications); provide optimization and adjustment plans based on the review content: Conduct daily reviews of unclosed deals, provide optimization plans on how to close the customer next time, and collect cases
- Assist the manager in developing sales plans (weekly, monthly, quarterly, annual, and major promotion plans), sales data evaluation, and team staffing to complete the plans: Possess rich knowledge so customers label you as professional, and be able to mentor subordinates
- Check the implementation progress of established sales plans, make effective adjustments based on completion level, and produce win/loss reports
- Track and follow up, and build a success case database with text, images, and videos: Job Responsibilities: Trainee Sales
- Conduct daily, weekly, monthly, quarterly, and annual evaluations based on each role's responsibilities and sales performance completion, and promote candidates to suitable positions: Learn the products, get familiar with packaging specifications, and become familiar with platform stores
- Liaise with the marketing department to provide sales data feedback, liaise with the operations department to provide campaign data feedback, calculate cost budgets with the finance department, and provide internal feedback on customer satisfaction: Attend product knowledge training and sales knowledge training
- Who is selling again, whether they sell well, the three key reasons why it goes well, why it sells poorly, and the three key things we need to avoid: Learn the process of maintaining existing customers to generate repeat purchases and contacting new customers to facilitate deal closures
- Market analysis, industry analysis, trend analysis, national policies: Begin receiving and converting new customers, and maintain and build your own base of existing customers
- Build a customer profile database: register customer information such as address, preferences, family members, personality, etc.: Start making a personal plan, setting short-term and long-term goals
- Record customers' purchasing habits and how often they return for repeat purchases; at the right time, contact customers to encourage repurchase: Do a daily review—how many orders were closed that day, what the conversion rate was, the proportion of existing versus new customers, the reasons for failures, optimization and prevention, win/loss reports, and chat analysis
- Create coaching plans for subordinate staff and care about their mental health: Shadow experienced salespeople, learn to collect customer cases, stories, and testimonials and apply them to improve your own sales skills
- Make customers feel delighted and moved, and be there to help when it matters most: Begin learning about and gathering information on the industry market and competitors to strengthen your knowledge base
- Job Responsibilities: Act as a top salesperson; collect customer information and use it to classify new and existing customers; maintain relationships with existing customers to generate repeat purchases, and contact new customers to convert them into sales; increase the share of new customers; become the seasoned expert customers trust; analyze the current market and customers, identify customers’ latent needs, guide customers toward solutions for their existing needs, and achieve sales targets; tailor sales solutions to the characteristics of customers’ needs; review win/loss reports; analyze and collect competitors’ sales strategies; follow up with customers regularly to understand their current and potential needs and improve customer satisfaction; record customer information, including address, preferences, family members, and personality; report issues arising during sales implementation to the relevant departments; assist and work with sales consultants to ensure implementation completeness of over 90%; carry out regular job-promotion assessments; develop coaching plans for subordinate employees and conduct spot checks on work quality; assist the manager in developing sales plans and weekly, monthly, quarterly, and annual plans, as well as major promotion campaigns; evaluate sales data and build the team needed to execute the plans; keep a record of each customer’s purchasing habits and how long it takes them to return for a repeat purchase, and contact them when the time comes; be thoughtful and reasonable while also pleasantly surprising customers, adding the finishing touch.
Sales Manager Competency Model
Sales Competency Model
| No. | Relevant Skills / Score | 1 point | 2 points | 3 points | 4 points | 5 points |
|---|---|---|---|---|---|---|
| 1 | Communication Skills | Expresses themselves illogically and has difficulty understanding others; can communicate only from their own perspective; sometimes communicates emotionally and argues about unimportant matters. | Can engage in basic polite conversation and exchange information, but is not very good at reading social cues and needs time to think before understanding what the other person wants. | Is polite and emotionally intelligent; uses practical communication methods and expresses themselves clearly; can identify the other person’s needs during conversation, accept suggestions, and listen graciously. | Knows how to be tactful in conversation; makes others feel comfortable and at ease; is empathetic, tolerant, and respectful of others; people are willing to talk with them. | Can put themselves in others’ shoes and inspire trust; accurately understands the other person’s needs, responds promptly, and communicates with depth; is worthy of trust. |
| 2 | Adaptability | Inflexible in thinking and slow to react; unable to adapt when situations arise or handle unexpected events. | Can sense changes in the environment, but tends to think rigidly and has limited adaptability; can only just manage unexpected events. | Responds promptly to unexpected events at work and handles them appropriately based on their key aspects. | Reacts quickly to unexpected events, quickly identifies a way forward, and handles them accurately. | Highly observant and extremely quick to react; thinks creatively and handles unexpected events efficiently and exceptionally well. |
| 3 | Review and reflection skills | Has no clear objectives for reviews, is poor at self-reflection, is reluctant to think things through, and often fails to identify the key points. | Has relatively clear review objectives, but limited analytical skills and room to improve at self-reflection; can only just meet the review objectives. | Has clear review objectives and a relatively clear approach, and can meet the established objectives. | Has clear review objectives and a logical, well-structured approach; is highly capable of drawing conclusions and can apply the findings effectively. | Has strong structured thinking, analytical and summarizing skills, and the ability to integrate resources; uses review findings to continually improve work. |
| 4 | Negotiation skills | Lacks a sound understanding of negotiation, considers only personal interests and not the other party's position, and generally cannot reach an agreement. | Has a basic understanding of negotiation and considers the other party's interests as well as their own; can reach agreements, but lacks flexibility. | Has strong analytical and judgment skills, good communication and verbal expression, knows when to push forward and when to yield, empathizes with customers, and achieves the set objectives. | Possesses strong logical thinking and outstanding negotiation skills, can identify the common interests of both parties, and establish long-term, stable partnerships with customers | Possesses extensive social resources and knows how to leverage them, has broad social experience, understands the importance of respect and altruism, fully considers users’ needs, identifies the key to cooperation, and achieves mutual benefit and win-win outcomes |
| 5 | Insight | Unable to recognize their own strengths and weaknesses or those of others, does not know how to capitalize on strengths and avoid weaknesses, cannot see through the essence of things when problems arise, and likes to pretend to understand things they do not | Can recognize their own strengths and weaknesses and those of others, but is still unable to make good use of or allocate them appropriately; has some degree of vigilance but cannot respond or take countermeasures in a timely manner | Has a keen sense for danger and opportunities, can take precautions against danger before it arises, can promptly see through the essence of things, and get straight to the heart of the problem | Can easily handle difficulties in various situations, has their own distinctive methodology, can immediately see through the essence of things, and demonstrates foresight | Possesses exceptionally strong perceptiveness, can see through the essence of anything at a glance and get straight to the crux of the matter, can remain invincible in difficult situations of any kind, and is always one step ahead |
| 6 | Icebreaking ability | The content is unclear, cannot identify customers’ needs, does not know how to find common ground, handles matters perfunctorily, and does not put themselves in the customer’s shoes | Communicates comprehensively and clearly and can listen to customers’ needs, but does not respond proactively and lacks initiative at work | Communicates clearly and with sound reasoning, can effectively address customer issues, and build strong relationships of trust | Is good at finding precise and appropriate entry points for conversation, can listen and put forward well-reasoned views, thereby building trust | Can plan ahead, communicate clearly, approach matters from the customer’s perspective, and understand the customer’s position and feelings |
| 7 | Copywriting ability | The content is disorganized, the sentences are awkward, and it is pieced together from various sources; it lacks a central message, describes the product unclearly, and is dull overall | The content communicates the main point, has a clear beginning and ending, and is logical and well-supported. It uses effective titles, flows smoothly, and demonstrates product knowledge. It explains work updates to management in clear, simple language. | The content is easy to understand, has a clear theme and selling points, and highlights key information. It builds trust in the product and sparks a desire to buy. It uses suitable titles and explains work updates to management in clear, simple language while conveying the main idea. | The content has a clear main point, gets straight to the topic and pain points, and builds trust. It can generate sales and achieve a 1:2 return on investment. It explains work updates to management in clear, simple language and states the main point succinctly. | The content distills complex ideas into simple, easy-to-understand language and uses vivid, engaging examples that resonate with customers. It addresses pain points directly, makes sales channels and content concrete through details, and produces headlines with high click-through rates. |
| 8 | Teamwork | Works independently, participates in few team activities, and rarely communicates with the team. | Has some teamwork skills, but poor follow-through; often complains about others, is easily influenced, and has weak problem-solving skills. | Has strong follow-through, collaborates effectively with different departments to complete work, builds good relationships, and earns recognition. | Communicates effectively, understands others’ strengths and weaknesses, works smoothly with others, and can handle some unexpected issues. | Has exceptional follow-through and a strong sense of pride in the team; can handle all kinds of work and collaborate seamlessly. Always responds and can promptly tackle all kinds of challenges, lead the team forward, and coordinate team efforts. |
| 9 | Service mindset | Gets irritated easily and is impatient and blunt; cannot communicate calmly, disregards others’ feelings, and is highly self-centered. | Listens and gives simple responses, but is unable to engage in repeated discussions and does not proactively communicate. | Proactively greets people, listens patiently, answers questions, gives compliments, and brings humor into conversations. Pays attention to others’ emotions. | Can read people and adapt their communication accordingly, is accepting and considerate, and pays close attention to their tone of voice, making a positive impression. | Has an exceptional service mindset, treats people like family, and knows how to show respect and maintain appropriate boundaries. Can become very close friends with clients outside of work and bring in referrals. |
| 10 | Execution | When tasks are assigned by leadership, doesn't know how to implement them, always makes excuses for failure in advance, and belittles the purpose of doing the work | Can complete tasks on time when urged and reminded by others, but lacks independent judgment and often loses direction | Knows how to carry out work according to plan and report on progress, but tends to stick to convention and follow rules rigidly | Once a plan is set, acts immediately without procrastination, and voluntarily works hard to ensure tasks are completed on time, as needed, and to quality standards | Down-to-earth in everything, keeps promises, sees things through, is reliable and trustworthy, highly self-driven, and has clear work planning concepts |
| 11 | Product knowledge | Lacks understanding of the company's related product knowledge, cannot judge the accuracy of information, and is lazy | Passively receives information, doesn't know how to gather information, but can meet the most basic requirements | Can proactively gather information, has the ability to judge right from wrong, can grasp key points, and solve problems | Knows all product categories, functions, and related knowledge inside out; is the strength behind the team, an expert and a coach | Can clearly identify user pain points, understands the real needs behind them, and has forward-thinking mindset |
| 12 | Emotion management | Cannot control their emotions and is unwilling to solve problems | Can understand emotions; after each emotional communication, makes summaries and reflections, hoping to control emotions better | Can basically manage emotions, treats everyone with the same demeanor, without much personal color, but also without fault | Able to think from others' perspectives, has strong comprehension, mature communication skills, and can use emotions as a weapon | Has strong awareness of the power of emotions, can manage emotions, and can mobilize others' emotions when facing situations |
| 13 | Altruistic spirit | Selfish and narrow-minded, putting personal interests first in everything and unwilling to contribute even a little to others or the group | Willing to help others, but does not offer help proactively. Has a weak sense of group pride and only lends a hand when it benefits them | Has a sense of group pride, understands the importance of reciprocity, often helps others, and treats them with courtesy and respect | Has a strong spirit of dedication, considers others, and works cooperatively with them, offering mutual support and striving for shared interests | Generous and highly dedicated, with a strong sense of purpose. Puts the group’s interests first and understands that helping others ultimately benefits oneself |
| 14 | Customer satisfaction | Does not answer the question asked; only knows how to give quick replies and shows no empathy | Provides good customer service but does nothing to make customers feel at ease; simply gets the job done | Can identify information customers are interested in by learning about their habits, and find points of connection during service | Can befriend customers, consider issues from their perspective, anticipate their needs, and respond promptly to a range of issues | Treats customers like family and makes them feel their sincerity. Customers come only to them for service and even refer their friends |
| 15 | Initiative | Completes work only when prompted and can handle only the most basic tasks | Can complete work independently without supervision, but only handles tasks within their own area of responsibility | Seeks help from others when difficulties arise and shows basic initiative, but offers little help to others | Proactively builds good relationships with people around them and offers help. Brings original perspectives to issues and works with others to discuss actionable solutions | Able to proactively identify opportunities nearby, maintain continuous learning, and stay prepared at all times before reaching the goal |
| 16 | Coaching ability | Communicates little with team members, arranges work ineffectively, is arrogant and lacks competence, and does not know how to learn | Unable to understand members’ needs, identify their strengths, or think from their perspective | Able to identify members’ shortcomings and provide coaching; patient and methodical, enabling members to feel that they are improving | Able to arrange work appropriately, improve overall collaboration, fully maximize strengths, encourage members, and learn independently | Has strong observational skills, identifies members’ strengths and weaknesses and provides support, arranges work appropriately, improves performance through practice, builds a team with a strong sense of belonging and identification, and fosters strong cohesion and credibility |
| 17 | Marketing ability | Has an unclear position on the company’s marketing strategy, insufficient market research, and brand building and marketing that fail to meet expectations | Has a clear marketing plan for the company, with clear positioning and market strategies, and improves both brand building and product sales | Able to formulate a clear plan for the company’s marketing strategy, execute it as planned, and achieve the company’s marketing strategy goals | Develops a thorough marketing strategy plan for the company, establishes a meticulous online and offline marketing layout, and achieves two-way growth in both brand awareness and performance | Has a holistic view of marketing, can capitalize on the company’s strengths and broaden its perspective, and promotes the company as scheduled to achieve growth at the hundred-million level |
| 18 | Brand public relations | Does not understand the company’s brand philosophy or media publicity techniques, cannot maintain the company’s brand image, frequently allows negative news to emerge, and handles it late or does not discover it at all | Has a complete brand promotion plan with good results; handles negative public opinion promptly and is generally able to complete brand public relations tasks | Has a clear understanding of brand PR, extensive media resources, and strong crisis PR management capabilities; handles brand promotion activities and public opinion with ease | Clearly identifies the brand’s target audience, maintains good relationships with major media outlets, has a clear brand PR plan, and can select the optimal media channels to truly achieve both brand building and performance results | Establishes a strong brand image, makes the company the most well-known in the industry, creates buzz, leads public opinion, and implements an overall strategy to drive growth in brand promotion performance |
| 19 | Decision-making ability | Asks the leader about everything, hesitates when problems arise, has no independent opinions, and becomes paralyzed and numb | Makes decisions passively with the help of a supervisor, follows others blindly, and has no ideas of their own | Listens to opinions appropriately, analyzes rationally, identifies the key points, and makes appropriate decisions | Knows how to collect information, has clear objectives, summarizes experience, plans implementation, and takes responsibility for decisions | Implements company strategies, understands overall development trends, prepares for execution, efficiently achieves objectives, and makes valuable decisions |
| 20 | Market analysis | Has an unclear understanding of the product and lacks knowledge of market conditions and competitors | Has a basic understanding of industry groups, competitors, and development trends; barely meets the requirements | Has a relatively thorough understanding of market conditions and the competitive landscape, and clearly understands the industry supply chain and which user needs the products fulfill | Is highly familiar with market conditions, the competitive landscape, the advantages, opportunities, and threats of their own products, and proactively provides advice and recommendations to supervisors | Has an in-depth understanding of market conditions, competitors, user groups, and product analysis; is an industry elite |
| 21 | Legal awareness | Has no legal awareness whatsoever and disdains relevant laws and regulations; repeatedly exploits loopholes, negatively impacting the company's image and causing serious losses. | Weak legal awareness; has never studied relevant laws and regulations, with only average knowledge of the legal understanding required by the enterprise; needs to seek external help to resolve related crises. | Knows basic law and has some legal awareness; can remember important laws and regulations relevant to the enterprise, can respond when related crises arise, and avoids unnecessary losses. | Has strong legal awareness. Remains calm when unexpected situations arise at the company and steps forward to resolve them appropriately. Has sufficient legal knowledge to help colleagues and apply it to reduce disputes and maintain a relatively stable environment. | Outstanding legal awareness with relevant work experience. Applies knowledge flexibly to resolve various legal crises facing the enterprise at the first opportunity; has an impressive depth of legal knowledge and knows and understands the law. Acts decisively to resolve most legal issues for the enterprise. |
| 22 | Cost awareness | No cost awareness whatsoever; indifferent to the depletion of funds and resources, never spends money where it counts, and acts arbitrarily. Due to lack of estimation and preparation, costs increase and project budgets are exceeded, causing losses for the enterprise. | Weak cost awareness; can estimate cost savings before enterprise projects begin, but budgets deviate somewhat from actuals with possible errors, though the impact is small. | Has requirements for cost awareness; considers saving and estimating costs important, has some risk awareness, formulates plans and advances them step by step, keeping everything at a controllable level overall. | Strong cost-saving awareness and the ability to estimate cost savings; highly sensitive to the depletion of funds and resources, performs cost estimation and formulates plans before projects begin, saving the enterprise most necessary and unnecessary costs. | Forward-looking awareness; grasps key points in the details to achieve maximum benefit at minimum cost. Can fully assess and estimate risks before projects begin; executes plans methodically with minimal estimation error, maximally saving the company costs and generating profit. |
| 23 | Product development | Skills below industry standards; no service awareness whatsoever, wastes the enterprise's human, material, and financial resources, is detached from users, and pretends to know what they don't. | Skills at industry average; vague service awareness; people, efficiency, investment, and output are subpar; no brand awareness; passive output. | Skills at industry average; vague service awareness; people, efficiency, investment, and output are adequate; no brand awareness; proactive output. | Skills at industry excellence level; good service awareness and people, efficiency, investment, and output; proactive output; brand awareness; maintains regular reviews. | Skills are at an industry-leading level, with excellent service awareness and outstanding performance in people, efficiency, output, and investment. Proactively contributes, drives the integration of product quality and effectiveness, and consistently reflects and learns. |
| 24 | Channel development | Lacks the ability to integrate resources, wastes the company’s human, material, and financial resources, pretends to understand, and merely bluffs. | Passively accepts corporate plans, clearly integrates channel resources, and completes tasks assigned by leaders step by step. | Skills are at an industry-standard level, channel resources are clearly integrated, channel planning basically reaches its targets, input and output are balanced, and corporate plans are basically satisfied. | Skills are at the industry-average level, channel resources are comprehensively integrated, knowledge and action are aligned, and assists the company in adjusting its channels to achieve performance growth. | Possesses industry-leading skills, excels at integrating channel resources, has a deep understanding of psychology, demonstrates forward-looking strategic thinking, aligns knowledge with action and product quality with effectiveness, and conducts thorough reviews and expansion. |
| 25 | Persuasion skills | Argues forcefully and pressures others to accept their views, speaks incoherently, and makes it difficult for people to grasp the key points. | Uses evidence and data to support their judgments, but lacks persuasiveness and can only barely get others to accept their views. | Can clearly explain the full context of an issue with supporting evidence and get others to accept their views. | Understands how to appeal to others’ preferences and skillfully puts forward their own views, making others willingly accept them. | Provides authoritative evidence, accurately understands the other party’s psychology, and considers and solves problems from the customer’s perspective. |
| 26 | Copywriting ability | The content is disorganized, the sentences are awkward, and it is pieced together from various sources. It lacks a central theme, describes the product unclearly, and is dull overall. | The content conveys a clear central point, has a coherent beginning and ending, is well supported, includes a title, reads smoothly, and demonstrates an understanding of the product. | The content is easy to understand, has a clear theme and selling points, highlights key information, builds trust in the product, stimulates the desire to purchase, and includes a qualified title. | The content has a clear, concise main point and gets straight to the heart of the issue. It inspires trust and can drive sales, with a target return of 1:2. | The content gets to the essence of the matter in simple, accessible language. Vivid, engaging examples resonate with customers, and messaging that hits their pain points—along with concrete details about sales channels and content—helps create headlines that earn clicks. |
| 27 | Advertising and promotion skills | Can use various advertising tools but cannot achieve a return on investment. Does not understand how the tools work, uses them without a clear plan, and has only a vague understanding of the market and competitor data. | Can use various promotional tools and achieve a return of 1:1 or higher. Understands the basic principles of advertising and can handle basic operations, but lacks market knowledge and cannot understand competitors’ tactics. | Can use promotional tools and achieve a return of 1:3 or higher. Has a basic understanding of how advertising tools work and can analyze data and the market. | Understands the basic principles behind promotional tools and knows how to combine them to achieve a return of 1:4 or higher. Can analyze the market and how competitors use these tools, and can plan promotional data in advance. | Uses promotional tools proficiently and understands how they work. Knows to choose different tools for different goals and can achieve a return of 1:5 or higher. Has a thorough understanding of the market and competitors and can see through their tactics. |
| 28 | Resilience under pressure | When problems arise or performance is poor, tends to become emotional, negative, and prone to complaining. Procrastinates, avoids problems, and shifts responsibility. | Struggles to face current difficulties and seeks help to relieve pressure. Is afraid to face new things and lacks initiative. | Works hard and looks for solutions instead of avoiding problems, striving to meet goals while maintaining quality. | Can adjust their mindset when problems arise and sees pressure as an opportunity, consistently bringing a positive, proactive attitude to work. | Always maintains confidence and believes in themselves. Can take on major events or additional workloads and is willing to proactively take on new challenges and difficulties. |
| 29 | Public speaking skills | Is afraid to speak in front of a group and speaks without a clear structure. Cannot organize their thoughts or express them effectively, instead simply lecturing and making the audience feel pressured and uncomfortable. | Barely acceptable speaking skills; able to express basic points clearly, but the logic of expression is weak and lacks emotion. However, it won't put off the audience. | A qualified lecturer who can accurately convey their requests to the audience, with well-chosen words, natural and fluent delivery with a sense of humor, and uses body language to spark the audience's enthusiasm. | An excellent lecturer who has mastered speaking skills, including statement, persuasion, debate, and impromptu speech; language is highly engaging and can handle large occasions. | A first-rate speaker who can deliver with both voice and emotion, expressing rational content in an emotional way; language has strong inspirational, motivational, and persuasive appeal. |
| 30 | Platform rules | Unfamiliar with platform rules, very vague understanding; frequently has violations, fines, and similar issues. | Is familiar with the platform and understands its more important rules, but produces content that does not fit those rules or the way the platform works, resulting in low conversion and monetization. | Familiar with most mainstream platforms, good at data statistics, and knows the considerations and techniques for operating on each platform. | Familiar with most mainstream platforms, skilled at data statistical analysis, familiar with platform play styles, and can continuously improve and optimize content, channels, and marketing campaigns according to platform rules to drive conversions. | Familiar with the rules and regulations of major platforms, able to find the most suitable platforms for the company's products, thoroughly understands platform operation logic and traffic recommendation algorithms, and can leverage rule-based weighting to improve ROI and conversion, achieving company performance goals. |
| 31 | Interpersonal skills | Cold toward others, does not talk to people, disrespectful, inconsiderate of others' feelings and focused only on self-interest; communication costs are very high. | Not proactive in communication, rather silent; communication within the department is difficult, not good at reading people, speaks bluntly, but can still consider others' feelings. | Can communicate proactively and on equal footing, but logic is disordered, cannot grasp key points, and language organization skills are not great; able to improve their own problems and accept suggestions for self-learning and improvement. | Communicates proactively and actively, strong empathy, respects others' feelings, identifies problems at work and gives core suggestions; highly efficient in communication and able to focus on work priorities for effective communication. | Highly self-motivated, humble and courteous, able to communicate actively and effectively while always maintaining clear logic; extremely capable of solving problems through communication, able to ignite emotions and energize the whole room through communication, and every communication yields results. |
Sales Supervisor Job Responsibilities
Sales Supervisor Job Responsibilities
| Daily | User Relationship Management (Key Accounts) | Customer Management Registration Form | Posting Time and Content Schedule | Performance Growth Forecast | View Yesterday's Sales | Sales Analysis (Yesterday) | Sales Coaching (Daily) | |
|---|---|---|---|---|---|---|---|---|
| Every week | User Persona Analysis | Direct Message Content Planning (Weekly) | Promotion Campaign Planning (Weekly) | Order Volume Analysis | Goal Check | Task Assignment | Reminders and Supervision | Performance Breakdown |
| Monthly | Gift Management | Customer Relationship Maintenance (Gift Plan) | Performance Review Summary | Social Media Persona Recommendations | After-Sales Analysis | Conversion Analysis | Average Order Value Analysis | Employee Performance Growth Analysis |
| Repeat Purchase Rate | Activation Rate | Churn Rate | Win-Loss Report Preparation | Monthly Sales Skills Training | Performance Evaluation | Monthly Sales Script Optimization | Monthly Performance Metric Adjustments | |
| Check whether the registration form has been submitted | Sales target planning | Product sales planning (monthly) | Performance targets (monthly) | |||||
| Customer resource integration | Customer Management Registration Form | User Relationship Management (Key Accounts) | User Persona Analysis | Hosting key clients | Customer management system planning | |||
| Operations planning | Posting Time and Content Schedule | Direct Message Content Planning (Weekly) | Promotion Campaign Planning (Weekly) | Gift Management | Customer Relationship Maintenance (Gift Plan) | Social Media Persona Recommendations | Platform links (Douyin, Tmall, JD.com, etc.) | Pricing management (setting rules and retail prices) |
| Data analysis | Performance Growth Forecast | Order Volume Analysis | Conversion Analysis | Average Order Value Analysis | After-Sales Analysis | Employee Performance Growth Analysis | Performance Review Summary | |
| View Yesterday's Sales | Sales Analysis (Yesterday) | Win-Loss Report Preparation | Repeat Purchase Rate | Activation Rate | Churn Rate | |||
| Personnel management | Sales Coaching (Daily) | Goal Check | Monthly Sales Skills Training | Performance Evaluation | Emotional support | Employee care | Price approval | |
| Task Assignment | Reminders and Supervision | Check whether the registration form has been submitted | Monthly Sales Script Optimization | Monthly Performance Metric Adjustments | Department coordination | |||
| Goal planning | Performance Breakdown | Sales target planning | Product sales planning (monthly) | Performance targets (monthly) | ||||
| 1 | Number of customers | Customer tiering | Summary / reporting | |||||
| 2 | Data analysis | Feedback / suggestions | ||||||
| 3 | Sales targets | Monthly target | Weekly target | Completion rate | ||||
| 4 | Team collaboration | Work attitude | Performance Evaluation | Sales skills training | ||||
| 5 | Data checks for each metric | Growth value (customers, performance) | Conversion rate | Churn Rate | ||||
| 6 | Bonus items | Exceeded target by 100% | Develop major accounts |
Sales Supervisor Competency Model
Sales Competency Model
| No. | Relevant Skills / Score |
|---|---|
| 1 | Communication Skills |
| 2 | Adaptability |
| 3 | Review and reflection skills |
| 4 | Negotiation skills |
| 5 | Insight |
| 6 | Icebreaking ability |
| 7 | Copywriting ability |
| 8 | Teamwork |
| 9 | Service mindset |
| 10 | Execution |
| 11 | Product knowledge |
| 12 | Emotion management |
| 13 | Altruistic spirit |
| 14 | Customer satisfaction |
| 15 | Initiative |
Sales Specialist Job Responsibilities
Sales Specialist Job Responsibilities
- Daily: Add customers, register customer additions, create customer profiles, record customer sources, track customer status, follow up with customers, record purchasing power and habits, identify customer pain points and preferences, classify customers, record payment methods, arrange shipments, receive customers, register customers (PC) — primary, interact on social media feeds, maintain customer relationships, post to social media feeds, activate customers (scenario-based stimulation, educational outreach), and recommend product combinations
- Every week: Weekly review and summary, weekly competitor information collection, social media feed activities, and phone follow-up with customers who did not pass
- Monthly: Monthly transaction analysis, monthly customer retention, monthly sales skills learning, summarizing after-sales issues, monthly sales ledger, and monthly sales sharing
- Daily: Learn product information (prices/logistics/packaging/gifts), obtain user information, guide conversations (opening), place orders on the platform (with supervisor assistance), handle after-sales issues, track logistics, follow up with customers (important holidays), manage customer tags (mobile) — secondary, coordinate with departments, direct-message campaigns (important holidays), customer sharing (referrals by existing customers, accumulating likes, etc.), rules and regulations, office 5S, and IP persona background (physical store in Qinghai)
- Pre-sales: Add customers, register customer additions, phone follow-up with customers who did not pass, learn product information (prices/logistics/packaging/gifts), IP persona background (physical store in Qinghai), obtain user information, and guide conversations (opening)
- Customer Files: Create customer profiles, record customer sources, track customer status, follow up with customers, record purchasing power and habits, identify customer pain points and preferences, and classify customers
- During sales: Recommend product combinations, record payment methods, and place orders on the platform (with supervisor assistance)
- After-sales: Arrange shipments, handle after-sales issues, track logistics, and follow up with customers (important holidays)
- Data analysis: Reviews and summaries (weekly), competitor information collection (weekly), sales ledger (monthly), after-sales issue summaries, closed-deal analysis (monthly), customer retention (monthly)
- Daily: Customer reception, customer registration (primarily on PC), WeChat Moments interactions, customer relationship maintenance, posting on WeChat Moments, WeChat Moments campaigns, departmental coordination, customer tagging (secondarily on mobile), customer activation (scenario-based prompts, educational content), sales skills training (monthly), sales knowledge sharing (monthly), rules and regulations, office 5S, private-message campaigns (major holidays), customer sharing (referrals, accumulating likes, etc.)
- 1: Customer information completion
- 2: Pass rate, retention rate, conversion rate, average transaction value, number of new customers
- 3: Task completion rate, activation rate
- 4: Year, month, day, growth rate, sales performance
- 5: Work attitude, rules and regulations, teamwork
- 6: Bonus criteria, customer referrals, agent recruitment, exceeding sales targets by 100%
Sales Specialist Competency Model
Sales Competency Model
| No. | Relevant Skills / Score | 1 point | 2 points | 3 points | 4 points | 5 points |
|---|---|---|---|---|---|---|
| 1 | Communication Skills | Expresses themselves illogically and has difficulty understanding others; can communicate only from their own perspective; sometimes communicates emotionally and argues about unimportant matters. | Can engage in basic polite conversation and exchange information, but is not very good at reading social cues and needs time to think before understanding what the other person wants. | Is polite and emotionally intelligent; uses practical communication methods and expresses themselves clearly; can identify the other person’s needs during conversation, accept suggestions, and listen graciously. | Knows how to be tactful in conversation; makes others feel comfortable and at ease; is empathetic, tolerant, and respectful of others; people are willing to talk with them. | Can put themselves in others’ shoes and inspire trust; accurately understands the other person’s needs, responds promptly, and communicates with depth; is worthy of trust. |
| 2 | Adaptability | Inflexible in thinking and slow to react; unable to adapt when situations arise or handle unexpected events. | Can sense changes in the environment, but tends to think rigidly and has limited adaptability; can only just manage unexpected events. | Responds promptly to unexpected events at work and handles them appropriately based on their key aspects. | Reacts quickly to unexpected events, quickly identifies a way forward, and handles them accurately. | Highly observant and extremely quick to react; thinks creatively and handles unexpected events efficiently and exceptionally well. |
| 3 | Review and reflection skills | Has no clear objectives for reviews, is poor at self-reflection, is reluctant to think things through, and often fails to identify the key points. | Has relatively clear review objectives, but limited analytical skills and room to improve at self-reflection; can only just meet the review objectives. | Has clear review objectives and a relatively clear approach, and can meet the established objectives. | Has clear review objectives and a logical, well-structured approach; is highly capable of drawing conclusions and can apply the findings effectively. | Has strong structured thinking, analytical and summarizing skills, and the ability to integrate resources; uses review findings to continually improve work. |
| 4 | Negotiation skills | Lacks a sound understanding of negotiation, considers only personal interests and not the other party's position, and generally cannot reach an agreement. | Has a basic understanding of negotiation and considers the other party's interests as well as their own; can reach agreements, but lacks flexibility. | Has strong analytical and judgment skills, good communication and verbal expression, knows when to push forward and when to yield, empathizes with customers, and achieves the set objectives. | Possesses strong logical thinking and outstanding negotiation skills, can identify the common interests of both parties, and establish long-term, stable partnerships with customers | Possesses extensive social resources and knows how to leverage them, has broad social experience, understands the importance of respect and altruism, fully considers users’ needs, identifies the key to cooperation, and achieves mutual benefit and win-win outcomes |
| 5 | Insight | Unable to recognize their own strengths and weaknesses or those of others, does not know how to capitalize on strengths and avoid weaknesses, cannot see through the essence of things when problems arise, and likes to pretend to understand things they do not | Can recognize their own strengths and weaknesses and those of others, but is still unable to make good use of or allocate them appropriately; has some degree of vigilance but cannot respond or take countermeasures in a timely manner | Has a keen sense for danger and opportunities, can take precautions against danger before it arises, can promptly see through the essence of things, and get straight to the heart of the problem | Can easily handle difficulties in various situations, has their own distinctive methodology, can immediately see through the essence of things, and demonstrates foresight | Possesses exceptionally strong perceptiveness, can see through the essence of anything at a glance and get straight to the crux of the matter, can remain invincible in difficult situations of any kind, and is always one step ahead |
| 6 | Icebreaking ability | The content is unclear, cannot identify customers’ needs, does not know how to find common ground, handles matters perfunctorily, and does not put themselves in the customer’s shoes | Communicates comprehensively and clearly and can listen to customers’ needs, but does not respond proactively and lacks initiative at work | Communicates clearly and with sound reasoning, can effectively address customer issues, and build strong relationships of trust | Is good at finding precise and appropriate entry points for conversation, can listen and put forward well-reasoned views, thereby building trust | Can plan ahead, communicate clearly, approach matters from the customer’s perspective, and understand the customer’s position and feelings |
| 7 | Copywriting ability | The content is disorganized, the sentences are awkward, and it is pieced together from various sources; it lacks a central message, describes the product unclearly, and is dull overall | The content communicates the main point, has a clear beginning and ending, and is logical and well-supported. It uses effective titles, flows smoothly, and demonstrates product knowledge. It explains work updates to management in clear, simple language. | The content is easy to understand, has a clear theme and selling points, and highlights key information. It builds trust in the product and sparks a desire to buy. It uses suitable titles and explains work updates to management in clear, simple language while conveying the main idea. | The content has a clear main point, gets straight to the topic and pain points, and builds trust. It can generate sales and achieve a 1:2 return on investment. It explains work updates to management in clear, simple language and states the main point succinctly. | Use clear, easy-to-understand language and vivid, engaging examples that resonate with customers; address their pain points directly, provide concrete details about sales channels and content, and write headlines that attract clicks. |
| 8 | Teamwork | Works independently, participates in few team activities, and rarely communicates with the team. | Has some teamwork skills, but poor follow-through; often complains about others, is easily influenced, and has weak problem-solving skills. | Has strong follow-through, collaborates effectively with different departments to complete work, builds good relationships, and earns recognition. | Communicates effectively, understands others’ strengths and weaknesses, works smoothly with others, and can handle some unexpected issues. | Has exceptional follow-through and a strong sense of pride in the team; can handle all kinds of work and collaborate seamlessly. Always responds and can promptly tackle all kinds of challenges, lead the team forward, and coordinate team efforts. |
| 9 | Service mindset | Gets irritated easily and is impatient and blunt; cannot communicate calmly, disregards others’ feelings, and is highly self-centered. | Listens and gives simple responses, but is unable to engage in repeated discussions and does not proactively communicate. | Proactively greets people, listens patiently, answers questions, gives compliments, and brings humor into conversations. Pays attention to others’ emotions. | Can read people and adapt their communication accordingly, is accepting and considerate, and pays close attention to their tone of voice, making a positive impression. | Has an exceptional service mindset, treats people like family, and knows how to show respect and maintain appropriate boundaries. Can become very close friends with clients outside of work and bring in referrals. |
| 10 | Execution | When tasks are assigned by leadership, doesn't know how to implement them, always makes excuses for failure in advance, and belittles the purpose of doing the work | Can complete tasks on time when urged and reminded by others, but lacks independent judgment and often loses direction | Knows how to carry out work according to plan and report on progress, but tends to stick to convention and follow rules rigidly | Once a plan is set, acts immediately without procrastination, and voluntarily works hard to ensure tasks are completed on time, as needed, and to quality standards | Down-to-earth in everything, keeps promises, sees things through, is reliable and trustworthy, highly self-driven, and has clear work planning concepts |
| 11 | Product knowledge | Lacks understanding of the company's related product knowledge, cannot judge the accuracy of information, and is lazy | Passively receives information, doesn't know how to gather information, but can meet the most basic requirements | Can proactively gather information, has the ability to judge right from wrong, can grasp key points, and solve problems | Knows all product categories, functions, and related knowledge inside out; is the strength behind the team, an expert and a coach | Can clearly identify user pain points, understands the real needs behind them, and has forward-thinking mindset |
| 12 | Emotion management | Cannot control their emotions and is unwilling to solve problems | Can understand emotions; after each emotional communication, makes summaries and reflections, hoping to control emotions better | Can basically manage emotions, treats everyone with the same demeanor, without much personal color, but also without fault | Able to think from others' perspectives, has strong comprehension, mature communication skills, and can use emotions as a weapon | Has strong awareness of the power of emotions, can manage emotions, and can mobilize others' emotions when facing situations |
| 13 | Altruistic spirit | Selfish and narrow-minded, putting personal interests first in everything and unwilling to contribute even a little to others or the group | Willing to help others, but does not offer help proactively. Has a weak sense of group pride and only lends a hand when it benefits them | Has a sense of group pride, understands the importance of reciprocity, often helps others, and treats them with courtesy and respect | Has a strong spirit of dedication, considers others, and works cooperatively with them, offering mutual support and striving for shared interests | Generous and highly dedicated, with a strong sense of purpose. Puts the group’s interests first and understands that helping others ultimately benefits oneself |
| 14 | Customer satisfaction | Does not answer the question asked; only knows how to give quick replies and shows no empathy | Provides good customer service but does nothing to make customers feel at ease; simply gets the job done | Can identify information customers are interested in by learning about their habits, and find points of connection during service | Can befriend customers, consider issues from their perspective, anticipate their needs, and respond promptly to a range of issues | Treats customers like family and makes them feel their sincerity. Customers come only to them for service and even refer their friends |
| 15 | Initiative | Completes work only when prompted and can handle only the most basic tasks | Can complete work independently without supervision, but only handles tasks within their own area of responsibility | Seeks help from others when difficulties arise and shows basic initiative, but offers little help to others | Proactively builds good relationships with people around them and offers help. Brings original perspectives to issues and works with others to discuss actionable solutions | Able to proactively identify opportunities nearby, maintain continuous learning, and stay prepared at all times before reaching the goal |