Sales Job Titles: Understanding Roles & Responsibilities


Thinking about starting a career in sales or looking to advance your current sales job titles? 

Understanding the different sales job titles and their corresponding duties is crucial for effectively navigating the sales industry. 

In this blog post, we’ll explore the top 5 sales job titles, providing a clear definition of each role and outlining the key responsibilities associated with them. 

Whether you’re seeking a new sales job titles or aiming to progress in your sales career, this guide will help you make informed decisions and succeed in your chosen sales path.

1. Sales Development Representative (SDR) 

A Sales Development Representative (SDR) is an entry-level sales position focusing on generating qualified leads and booking meetings for the sales team. 

SDRs are responsible for conducting outbound prospecting activities such as cold calling, emailing, and social media outreach to generate interest in the company’s products or services.

Key responsibilities of an SDR include:

  • Meeting sales targets by achieving KPIs related to qualified opportunities or meetings scheduled.

  • Generating leads through outbound communication methods like cold calling, emailing, and social networking.

  • Setting appointments between qualified leads and Account Executives or Sales Representatives.

  • Managing and updating customer data in CRM systems to maintain a well-organized sales process.

  • Educating and nurturing prospects by providing relevant information and addressing concerns.

  • Following up with potential leads to ensure no opportunities slip through the cracks.

  • Collaborating with marketing teams to optimize lead generation efforts and refine strategies.

  • Working closely with Account Executives to ensure a seamless transfer of qualified leads.

  • Collaborating with customer service teams to gather valuable insights for engaging prospects. 

2. Account Executive (AE)

An Account Executive (AE) is a sales professional responsible for managing and closing deals with prospects, converting them into long-term clients. 

AEs must have a deep understanding of the product or service they represent, as well as the client’s pain points. 

They need to be adept negotiators and maintain long-term relationships to ensure customer satisfaction and a consistent revenue stream for the company.

Key responsibilities of an AE include:

  • Developing and maintaining relationships with key decision-makers within assigned accounts.

  • Conducting needs assessments and product demonstrations to showcase the value of the company’s offerings.

  • Negotiating contracts and closing deals while ensuring alignment with the company’s goals and the client’s needs.

  • Collaborating with cross-functional teams, such as product, marketing, and customer success, to ensure successful implementation and client satisfaction.

  • Identifying upsell and cross-sell opportunities to drive account growth and revenue.

  • Forecasting sales, managing pipeline, and reporting on key metrics and performance indicators.

  • Representing the company at industry events, conferences, and client meetings to build brand awareness and generate new business opportunities. 

3. Customer Success Representative (CSR)

A Customer Success Representative (CSR) acts as the main contact for customer inquiries and offers solutions to customer issues. 

They are tasked with assisting customers in achieving success through clear communication, effective problem-solving, and proactive service. CSRs play a crucial role in enhancing customer satisfaction, retention, and growth.

Key responsibilities of a CSR include:

  • Answering incoming customer calls or emails promptly and professionally, maintaining a positive and friendly attitude during all interactions.

  • Building strong relationships with assigned customers, understanding their unique needs and goals.

  • Assisting customers with technical inquiries and troubleshooting issues promptly.

  • Maintaining in-depth knowledge of the company’s products/services, staying up-to-date with any updates or changes, and providing detailed information to customers.

  • Tracking, documenting, and following up on customer requests.

  • Collecting and analyzing customer feedback to identify opportunities for improvement and provide insights to the product development team.

  • Identifying opportunities to improve customer satisfaction and harnessing problem-solving skills to find solutions for customer complaints.

  • Assisting with the development of customer service processes and helping customers complete orders or transactions.

  • Responding quickly to customer inquiries and encouraging satisfied customers to become advocates for the company through testimonials, case studies, or referrals. 

4. Sales Manager

A Sales Manager title is the role responsible for managing and overseeing the sales team within a company. They are the business leaders who set sales objectives and quotas and encourage their teams to meet them. 

Sales managers are typically in charge of hiring and firing employees, determining the need for training, delivering it, coaching sales representatives, and establishing sales territories.

Key responsibilities of a Sales Manager include:

  • Acquiring new clients and converting leads from numerous marketing channels.

  • Creating short- and long-term sales plans with the intention of achieving the given objectives.

  • Consistently meeting revenue goals in accordance with team/organizational goals.

  • Actively looking for possibilities to upsell and cross-sell to existing customers.

  • Obtaining referrals from current clientele to widen the sales pipeline.

  • Managing customer relationships and recognizing customer needs to provide insights for improving the product portfolio based on interactions with and feedback from customers.

  • Managing key accounts and developing new accounts.

  • Overseeing pre- to post-sales support activities for the designated goods and regions while guaranteeing the greatest level of client satisfaction.

  • Reporting and operations, including developing sales plans, performing data analysis, and updating directors on accomplishments. 

5. Customer Success Manager (CSM)

A Customer Success Manager (CSM) is responsible for establishing and nurturing strong relationships with key customers to guarantee their success and satisfaction with the company’s products or services. 

They collaborate closely with customers to comprehend their specific needs, goals, and challenges and proactively offer guidance and support to assist them in achieving their desired outcomes.

Key responsibilities of a CSM include:

  • Serving as the primary point of contact for assigned customers, developing deep relationships, and becoming a trusted advisor.

  • Conducting regular check-ins and business reviews with customers to assess their progress, identify potential roadblocks, and provide recommendations for improvement.

  • Collaborating with internal teams, such as product, engineering, and support, to address customer needs, resolve issues, and ensure a seamless customer experience.

  • Developing and executing customer success plans that align with the customer’s goals and the company’s objectives, including adoption, expansion, and renewal strategies.

  • Monitoring customer health metrics and proactively identifying and mitigating risks to prevent churn and increase customer lifetime value.

  • Identifying opportunities for account expansion, upselling, and cross-selling, and working closely with sales teams to execute on these opportunities.

  • Advocating for the customer’s needs and providing feedback to internal teams to inform product roadmap, process improvements, and resource allocation.

  • Analyzing customer data and providing insights to leadership to inform strategic decision-making and drive continuous improvement in customer success programs.

Find Sales Job Titles on CloudTask Marketplace

If you’re looking for sales position titles, whether part-time or full-time, check out the CloudTask Marketplace. 

We can connect you with companies that are actively seeking remote talented candidates like you for a variety of RevOps roles, including Sales Development Representative, Account Executive, Customer Success Representative, and Customer Support Representative.

With sales job titles paying between $1,000 and USD 5,000 per month, the CloudTask Marketplace is your gateway to a rewarding career in sales.

Here’s how to get started:

How to Find Sales Job Titles in the CloudTask Marketplace


Starting a career in sales can be a rewarding journey, offering ample opportunities for personal and professional growth. 

Understanding the various sales job titles and their associated responsibilities will prepare you to navigate the sales industry and find a role that matches your skills, passions, and goals. 

It’s important to stay informed and adaptable in this evolving field to achieve long-term success.

If you’re ready to advance your sales career, why not explore the incredible opportunities available on the CloudTask Marketplace? 

With a wide range of sales job titles and the potential for substantial growth, there has never been a better time to join this thriving community. 

Sign up today and unlock countless possibilities!