The Different Roles in Enterprise Software Sales

Within enterprise sales, several roles play a crucial part in the sales process. Here are the main roles typically found in enterprise sales, along with their responsibilities:


Business Development Representative (BDR):

The BDR is responsible for prospecting and generating new leads for the sales team. Their primary focus is on outbound prospecting, cold calling, and qualifying potential customers. BDRs work closely with marketing teams to identify target accounts, conduct research, and initiate the initial contact with potential customers.


Responsibilities:

Prospecting and lead generation

Conducting outbound outreach and cold calling

Qualifying leads and setting up meetings for Account Executives (AEs)

Building and maintaining a pipeline of potential customers

Collaborating with marketing to optimize lead generation strategies


Account Executive (AE):

Account Executives are responsible for managing the end-to-end sales process with enterprise customers. They build relationships with key stakeholders, understand customer needs, and propose tailored solutions. AEs are typically involved in high-level negotiations and closing deals.


Responsibilities:

Building relationships with key stakeholders in target accounts

Conducting discovery calls and needs assessments

Presenting product demonstrations and value propositions

Creating and delivering sales proposals

Negotiating pricing, terms, and contracts

Closing deals and achieving sales targets


Sales Engineer (SE) or Solutions Engineer:

Sales Engineers play a critical role in enterprise sales by providing technical expertise and support throughout the sales process. They work closely with AEs to understand customer requirements, present technical demonstrations, and address technical questions and concerns. Sales Engineers collaborate with customers' technical teams to ensure a seamless integration and implementation of the software solution.


Responsibilities:

Understanding customer technical requirements

Conducting technical presentations and demonstrations

Collaborating with AEs to develop customized solutions

Addressing technical questions and concerns

Assisting with solution implementation and integration

Providing ongoing technical support during the sales process


Account Manager (AM) or Customer Success Manager (CSM):

Account Managers are responsible for managing and nurturing relationships with existing enterprise customers. They ensure customer satisfaction, drive adoption of the software solution, and identify upselling and cross-selling opportunities. Account Managers work closely with customers to understand their evolving needs and align the software solution with their business objectives.


Responsibilities:

Building and maintaining strong relationships with customers

Ensuring customer satisfaction and addressing concerns

Driving adoption and utilization of the software solution

Identifying upselling and cross-selling opportunities

Collaborating with internal teams to address customer needs

Acting as the primary point of contact for ongoing account management


It's important to note that the specific roles and responsibilities within enterprise sales can vary depending on the organization, industry, and the complexity of the software solution being sold. Some companies may have additional roles or variations of these roles to accommodate their sales process and customer needs.

Michael Herlache MBA

Michael Herlache MBA is a Midmarket Account Executive at a leading publicly traded AdTech company. He lives in his home in Scottsdale, Arizona with his wife, Svitlana. Michael has an MBA in Finance from Texas A&M University and has a background in financial sales and more recently, technology sales.


Michael has closed over $1M in revenue in the local, franchise, and franchise full service (clearinghouse) role. From the local org, Michael was promoted to the multi-location org into the role of a midmarket AE. In his first two quarters in the midmarket role he was 75% and the 120% of quota even during the COVID pandemic and is pacing for 105% of quota in Q4. He has gone through month long MM/Enterprise training in the multi-location org designed to teach the Enterprise sales process & product.


Michael has completed Enterprise Sales School with Pavilion as taught by the software sales leader in the field, Ian Koniak.

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