Sales Executive

Role Purpose

The Solar Sales Executive will be responsible for converting solar leads into qualified opportunities and customers. The role requires proactive calling, customer consultation, regular follow-ups, site-visit coordination, proposal explanation, negotiation and sales closure.

The employee is expected to take end-to-end ownership of assigned leads rather than only making calls.

Key Responsibilities

1. Lead Management

• Contact every new lead promptly.
• Understand the customer's electricity consumption, bill, property type and solar requirement.
• Maintain accurate lead information in CRM/lead sheet.
• Categorize leads as Hot / Warm / Cold / Not Interested.
• Ensure no lead is left without a next action.

2. Calling & Customer Communication

• Maintain approximately 2.5–3 hours of productive calling/customer conversation time per day.
• Explain EnergyBae's solar solutions clearly.
• Handle initial customer objections.
• Follow up with customers through phone and WhatsApp.

3. Lead Qualification

The salesperson should determine:

• Monthly electricity bill.
• Consumer category.
• Property type.
• Available roof/installation area.
• Ownership/permission status.
• Current electricity connection.
• Solar requirement.
• Budget/financing requirement.
• Customer's purchase timeline.

4. Site Visit Coordination

• Convert qualified leads into site visits.
• Coordinate with the technical/site-visit team.
• Collect required information before the visit.
• Ensure the customer is available during the scheduled visit.
• Follow up after the site visit.

5. Proposal & Sales Closure

• Explain solar proposals to customers.
• Explain system capacity, generation, savings, subsidy, financing and payback.
• Coordinate with the technical team for customer questions.
• Negotiate within approved company limits.
• Follow up until the customer makes a decision.
• Collect required documents and advance/payment after approval.

6. Customer Follow-up

Every qualified lead must have a defined next action.

Examples:

Call → WhatsApp → Site Visit → Proposal → Follow-up → Negotiation → Closure

7. Reporting

Daily reporting should include:

• Total calls.
• Connected calls.
• Talk time.
• Qualified leads.
• Follow-ups completed.
• Site visits booked.
• Site visits completed.
• Proposals sent.
• Negotiations.
• Closures.
• Lost leads and reason.