Sales and Customer Success Consultant Job Description [Updated for 2025]

In the competitive business landscape, the role of Sales and Customer Success Consultants has never been more crucial.

As businesses continue to evolve, the demand for competent professionals who can drive sales and ensure customer satisfaction grows stronger.

But let’s delve deeper: What’s really expected from a Sales and Customer Success Consultant?

Whether you are:

• A job seeker trying to understand the core responsibilities of this role,
• A hiring manager outlining the perfect candidate,
• Or simply curious about the intricacies of sales and customer success,

You’ve come to the right place.

Today, we present a customizable Sales and Customer Success Consultant job description template, designed for easy posting on job boards or career sites.

Let’s dive right in.

Sales and Customer Success Consultant Duties and Responsibilities

Sales and Customer Success Consultants are responsible for building and maintaining customer relationships, understanding customer needs, and selling products or services that meet those needs.

They also guide customers through success planning and ensure that they are utilizing their products or services effectively.

Their duties and responsibilities include:

• Understanding the products or services offered by the company to effectively sell them to customers
• Developing relationships with new customers and maintaining relationships with existing customers
• Identifying customer needs and recommending products or services that meet those needs
• Providing product or service demonstrations and presenting sales proposals
• Handling sales transactions and ensuring customer satisfaction throughout the sales process
• Providing post-sale support to customers, guiding them through success planning and ensuring they are utilizing their products or services effectively
• Resolving customer complaints and queries in a timely and satisfactory manner
• Collecting customer feedback and working with the product development and marketing teams to improve the products or services offered
• Identifying opportunities for upselling or cross-selling to increase sales revenue
• Maintaining up-to-date knowledge of the industry and competitors to position the company’s products or services effectively in the market

 

Sales and Customer Success Consultant Job Description Template

Job Brief

We are looking for a dedicated and results-driven Sales and Customer Success Consultant to join our team.

The Sales and Customer Success Consultant will be responsible for driving sales, fostering customer relationships, and ensuring customer satisfaction.

The ideal candidate will have a strong understanding of the sales process, excelling at generating leads, building relationships, and closing deals.

The successful candidate will also have a customer-oriented approach and will provide solutions that fit the individual needs of each client.

 

Responsibilities

• Identify and pursue new sales prospects and maintain customer satisfaction
• Conduct market research to understand competitors and market trends
• Present, promote and sell products/services using solid arguments to prospective customers
• Establish, develop and maintain positive business and customer relationships
• Expedite the resolution of customer problems and complaints to maximize satisfaction
• Achieve agreed upon sales targets and outcomes within schedule
• Analyze the territory/market’s potential, track sales and status reports
• Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services
• Continuously improve through feedback

 

Qualifications

• Proven work experience as a sales representative
• Excellent knowledge of MS Office
• Familiarity with BRM and CRM practices along with the ability to build productive business professional relationships
• Highly motivated and target driven with a proven track record in sales
• Excellent selling, communication and negotiation skills
• Ability to prioritize, and manage time effectively
• BS/BA degree or equivalent

 

Benefits

• 401(k)
• Health insurance
• Dental insurance
• Retirement plan
• Paid time off
• Professional development opportunities

 

Additional Information

• Job Title: Sales and Customer Success Consultant
• Work Environment: Office setting with options for remote work. Some travel may be required for team meetings or client consultations.
• Reporting Structure: Reports to the Sales Manager or Customer Success Manager.
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $70,000 minimum to $100,000 maximum
• Location: [City, State] (specify the location or indicate if remote)
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
• Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

 

What Does a Sales and Customer Success Consultant Do?

Sales and Customer Success Consultants are professionals who work across industries, helping businesses to improve their sales performance and ensure customer satisfaction.

They focus primarily on identifying the needs and requirements of a company’s customers, and developing strategies to increase sales.

This often involves analyzing sales data and customer feedback, and implementing processes to improve sales metrics and customer experiences.

In addition, Sales and Customer Success Consultants develop and maintain relationships with customers to ensure they are satisfied with the product or service they are receiving.

This includes addressing any concerns or complaints, and making necessary changes to improve customer satisfaction.

They also work closely with the sales team to provide training and support, helping them to understand and meet customer needs.

They may also assist with the development of sales pitches and presentations, and provide input on product development and pricing strategies.

Furthermore, Sales and Customer Success Consultants play a crucial role in building customer loyalty and retention by ensuring that customers are happy with their experiences and feel valued by the company.

Overall, the role of a Sales and Customer Success Consultant is to enhance the customer’s journey with the company, from the sales process to post-purchase support, and ensure they return for more business.

 

Sales and Customer Success Consultant Qualifications and Skills

A successful Sales and Customer Success Consultant should have the skills and qualifications that align with your job description, such as:

• Excellent sales skills and a thorough understanding of the sales process, as well as proven experience in sales and customer service
• Strong interpersonal skills that allow for effective communication with customers, understanding their needs and providing appropriate solutions
• Exceptional problem-solving abilities to address customer complaints or issues promptly and efficiently
• An understanding of CRM software and other sales and customer service technologies
• Highly developed organizational skills to manage a variety of tasks and clients simultaneously
• Strong negotiation skills to achieve sales targets and secure client agreements
• A customer-focused approach, with an emphasis on building long-term relationships with clients to foster loyalty and repeat business
• Ability to work collaboratively within a team environment, contributing to a positive and supportive work culture
• Understanding of market trends, keeping up-to-date with the latest products, and the ability to adapt sales strategies accordingly

 

Sales and Customer Success Consultant Experience Requirements

For entry-level roles as a Sales and Customer Success Consultant, candidates generally require a minimum of 1 to 2 years of experience in a sales or customer service role.

This experience can often be gained through internships, part-time jobs, or even volunteer work where they interacted with customers, helped resolve issues, and built relationships.

Candidates applying for an intermediate level role as a Sales and Customer Success Consultant would typically need around 3 to 5 years of experience.

This experience should ideally include direct sales roles, customer retention, and customer relationship management.

Proficiency in CRM platforms and good understanding of sales and marketing analytics is often expected.

Candidates with more than 5 years of experience are often considered for senior roles.

In these roles, they are expected to have developed their skills in strategic planning, team management, and business development.

They are typically given greater responsibilities, such as leading a team of consultants, building and maintaining strategic partnerships, and influencing business strategy to drive customer success and sales growth.

In all stages of their career, a Sales and Customer Success Consultant is expected to have excellent communication and interpersonal skills, a customer-focused mindset, and a keen ability to identify and act on sales opportunities.

 

Sales and Customer Success Consultant Education and Training Requirements

Sales and Customer Success Consultants typically possess a bachelor’s degree in business, marketing, or a related field.

It is important for individuals in this role to have a strong background in sales, customer service, and marketing.

They are expected to have excellent communication and people skills as well as a good understanding of sales principles and customer relationship management.

Some roles may require consultants to have a Master’s degree in Business Administration or relevant field, particularly for higher level or strategic roles.

Many consultants may also pursue certifications in sales methodologies, customer success management, or in specific product lines depending on their area of expertise.

These certifications serve to validate their skills and can indicate their dedication to the role and to ongoing learning.

In addition, on-the-job training is often essential for consultants to understand the specific products, services, or solutions that they will be selling or supporting.

Training programs may be offered by employers and may include product demonstrations, sales techniques, and other relevant topics.

Furthermore, some consultants may also benefit from training in related areas such as negotiation, project management, and data analysis.

 

Sales and Customer Success Consultant Salary Expectations

A Sales and Customer Success Consultant earns an average salary of $65,000 (USD) per year.

This figure can vary based on the consultant’s years of experience, the complexity of tasks they handle, their educational background, and the region in which they work.

Some consultants may also earn additional income through commissions and bonuses tied to their performance.

 

Sales and Customer Success Consultant Job Description FAQs

What skills does a Sales and Customer Success Consultant need?

Sales and Customer Success Consultants should have excellent communication and interpersonal skills to build strong relationships with clients and understand their needs.

They need to be adept at problem-solving and strategic thinking to provide effective sales solutions.

A good understanding of the product or service they are selling is crucial.

Time-management and organization skills are also important, as they often juggle multiple accounts and tasks.

 

Do Sales and Customer Success Consultants need a degree?

While a degree is not always necessary, many Sales and Customer Success Consultants hold a bachelor’s degree in business, marketing, or a related field.

More important than a degree, however, is relevant work experience and a proven track record in sales and customer relations.

 

What should you look for in a Sales and Customer Success Consultant resume?

Look for evidence of past sales success and customer relationship building.

This can include meeting or exceeding sales targets, improving customer satisfaction levels, or implementing strategies that led to increased customer retention.

Knowledge or experience in your specific industry can also be a big plus.

Finally, strong communication and negotiation skills are crucial, so look for roles or experiences where these were demonstrated.

 

What qualities make a good Sales and Customer Success Consultant?

A good Sales and Customer Success Consultant is results-driven and motivated by meeting or exceeding sales targets.

They are excellent communicators who can build rapport with clients, understand their needs, and present solutions effectively.

Patience and empathy are also important, as they often deal with customers who may be frustrated or dissatisfied.

Lastly, they should be proactive and able to anticipate customer needs to deliver solutions before they become problems.

 

What is the typical career path for a Sales and Customer Success Consultant?

Sales and Customer Success Consultants typically start in entry-level sales or customer service roles to gain experience.

With success and experience, they can progress to more senior roles or manage a team of sales representatives.

Some may choose to specialize in a particular industry or type of sales (B2B, B2C), while others may branch into related fields such as marketing or business development.

 

Conclusion

There you have it.

Today, we’ve given you an insider’s glimpse into the life of a Sales and Customer Success Consultant.

Surprise, surprise?

It’s not just about making a sale.

It’s about shaping the future of business, one customer success story at a time.

With our go-to Sales and Customer Success Consultant job description template and real-world examples, you’re all geared up to make your mark.

But why stop at that?

Explore more with our job description generator. It’s your perfect partner for creating precise job listings or perfecting your CV to a tee.

Remember:

Every successful sales deal is a step towards a bigger goal.

Let’s shape the future of business. Together.

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