**Company Overview**
**Mission for the Sales Executive**
- **Primary Goal**:Generate $1 million in new annual business (equivalent to $83K in new Monthly Recurring Revenue) by identifying, engaging, and closing deals with accounting firms needing IT services.
**Outcomes (Key Responsibilities & Metrics)**
**1. Demand Generation & Pipeline Building**
- Maintain a robust pipeline in HubSpot, consistently securing 10+ qualified intro calls or demos per week.
- Leverage AI tools to identify leads, streamline outreach, and accelerate research.
**2. Sales Plan Creation & Execution**
- Develop a strategic roadmap designed to achieve the $1M annual new revenue target.
- Provide weekly updates and forecasts directly to the CEO, ensuring clarity on pipeline health and resource needs.
**3. Consultative Selling & Closing**
- Engage in high-quality discovery calls, understand prospect challenges, and articulate how Tech Guru IT’s solutions address those needs.
- Demonstrate phenomenal customer service skills to build trust and credibility, especially during the early stages of the client relationship.
- Focus on finding and closing new clients—cultivating rapport but quickly moving from interest to commitment.
**4. Long-Term Relationship Mindset**
- Even though this role is dedicated to new business acquisition, approach prospects and early relationships with a long-term perspective.
- Work closely with internal teams to ensure smooth handoff once new clients sign, setting them up for a lasting partnership with Tech Guru IT.
- Maintain alignment with our values—Caring, Accountable, Responsive, Empathic—to foster trust from day one.
**5. Collaboration & Handoff**
- Partner with our solid service delivery framework and client success team to transition new clients seamlessly.
- Rest assured that once deals are closed,



extremely capable support and service teams will manage ongoing relationships, freeing you to focus on new opportunities.
**Competencies (Key Behaviors Aligned with Our Core Values)**
**1. Caring**
- Genuinely committed to helping clients solve their IT challenges.
- Demonstrates genuine empathy and compassion in interactions.
**2. Accountable**
- Takes ownership of targets and consistently delivers results.
- Uses data-driven approaches to track progress and adapt strategies when necessary.
**3. Responsive**
- Acts quickly on leads and inquiries, ensuring potential clients feel valued.
- Communicates effectively with internal teams to keep sales processes moving smoothly.
**4. Empathic**
- Prioritizes understanding a prospect’s pains and goals, tailoring Tech Guru IT’s solutions to meet their unique needs.
- Builds genuine rapport by validating concerns and providing insights.
**5. Sales Leadership & Self-Motivation**
- Self-driven in generating leads and closing deals without constant oversight.
- Thrives on achieving measurable outcomes and iterating rapidly in a small-company setting.
**6. Adept at AI & Technology**
- Comfortably uses AI tools (e.g., ChatGPT) for prospecting, content creation, and communication.
- Able to discuss Tech Guru IT’s offerings in ways that resonate with clients’ business objectives, even if solutions are technical.
**7. Phenomenal Customer Service Skills**




- Ensures each prospect interaction is guided by service excellence, creating a positive initial impression.
- Reflects Tech Guru IT’s commitment to long-term client satisfaction right from the first conversation.
**Responsibilities**
- Prospecting & Outreach: Identify, research, and qualify new leads, leveraging both AI-driven and traditional methods.
- Discovery & Proposal: Conduct discovery calls, align needs with Tech Guru IT solutions, and present compelling proposals.
- Closing Deals: Move prospects to decision promptly, finalizing agreements with clarity and positivity.
- Pipeline & CRM Management: Maintain accurate sales records in HubSpot, providing regular forecasts and performance insights to the CEO.
- Collaboration: Handoff new customers to our robust service delivery and client success teams, ensuring they receive ongoing support and care.
- Continuous Improvement: Contribute to refining our sales playbook and strategies, sharing market feedback and insights.
**Qualifications**
**Experience**:
- 3+ years of proven success in B2B sales, ideally in IT services, technology consulting, or a related field.
- Strong track record of closing new business and meeting/exceeding revenue targets.
- Familiarity with accounting firms or other professional services is a plus.
**Tools & Skills**:
- Proficiency in HubSpot (or similar CRM).
- Comfortable with AI tools to optimize lead generation and client outreach.
- Excellent communication, relationship-building, and organizational skills.
- Soft Skills:
- A true “hunter” mindset—loves finding and closing new clients.
- Adaptable to a smaller, fast-paced work environment, taking initiative to drive growth.
- Collaborative, yet independent, thriving under a

📌 Sales Executive (México)
🏢 Tech Guru
📍 México