ERP Sales Executive

Caret IT Solutions

Role Summary

Responsible for driving ERP (Odoo) B2B sales across mid-market segments by managing full-cycle sales from lead qualification to deal closure while maintaining strict CRM and reporting discipline.

Key Responsibilities

Lead Sources

Website inquiries
Bidding Platform (Upwork, Fever)
LinkedIn
Social media campaigns
Webinars
Odoo events
Partner referrals
WhatsApp inquiries
Community platforms
Marketplaces and business directories

Ownership

First response to all inbound leads
Lead qualification
Social engagement
Community nurturing
Marketing-to-sales conversion

Core Activities – Inbound Lead Management

Respond to inquiries within SLA
Qualify leads
Schedule discovery calls
Route opportunities to appropriate sales owner when required

Core Activities – Social Selling

Engage with prospects on LinkedIn
Monitor comments and messages
Participate in industry communities
Nurture dormant prospects

Reporting

Daily activity updates
Weekly pipeline review
Monthly revenue forecast

Account Management

Follow-up for collections
Identify upsell opportunities
Maintain client satisfaction

KPIs

Monthly Revenue Target
Qualified Leads Generated
Proposal Conversion Ratio
CRM Hygiene Score
Collection Efficiency

Required Skills

2–4 years ERP/SaaS B2B selling
Strong discovery & objection handling
Structured documentation skills
CRM discipline
Professional communication