Business Sales Consultant

🧭 Role Clarity DocumentDesignation: Business Consultant (Sales & Client Onboarding)

Company: Profit365

Department: Business Growth & Client Success

Reports To: Growth Manager / Business Freedom Coach

Employment Type: Full-Time / Hybrid

🎯 Purpose of the RoleAs a Business Consultant, you play a key role in helping entrepreneurs and business owners adopt Automateindia.ai automation systems that free their time, scale their operations, and increase profitability.

You are responsible for consulting, closing sales, and ensuring smooth onboarding for clients joining the AutomateIndia.ai™ platform — part of the Profit365 business ecosystem.

This role combines sales expertise + strategic consulting + client success.

• 💼 Core Responsibilities1️⃣ Lead Engagement & ConsultationConnect with leads generated through ads, campaigns, or referrals.
• Understand each prospect’s business goals, challenges, and automation needs.
• Deliver high-impact consultations that educate prospects on the power of business automation.
• Present the AutomateIndia.ai™ platform as a tailored solution for their growth.
• 2️⃣ Sales & Revenue GrowthConvert qualified leads into paying clients through consultative selling.
• Consistently meet or exceed weekly and monthly sales targets.
• Manage the sales funnel — from first contact to follow-up to close.
• Maintain accurate CRM records and timely updates.
• Build strong relationships that lead to repeat sales and referrals.
• 3️⃣ Client Onboarding & SuccessGuide new clients through the onboarding process — collecting details, setting up accounts, and ensuring successful first use.
• Schedule welcome calls or demos to walk clients through their automation dashboard.
• Coordinate with the tech & support team for smooth deployment.
• Track client activation and satisfaction in the first 30 days.
• 4️⃣ Collaboration & ReportingShare customer insights and feedback with marketing and product teams.
• Participate in daily sales meetings and weekly review sessions.
• Maintain performance dashboards for lead conversions and onboarding metrics.
• Report pipeline status and success stories to management.

⚙️ Key Performance Indicators (KPIs)KPITargetDaily Lead Calls30–50 per dayDemos Booked10–15 per weekConversion Rate20–30%Onboarding Completion100% of closed clientsCustomer Satisfaction90%+Follow-Up Response TimeWithin 48 hours

• 🧠 Skills & CompetenciesExcellent communication & presentation skills (English + Hindi)
• Consultative selling mindset
• Achiving Monthly targets.
• Strong understanding of business workflows and automation benefits
• Confident in handling Zoom / WhatsApp / CRM tools
• Self-driven, proactive, and result-oriented

💰 Career Growth PathStageRoleStep 1Business Consultant (Sales & Onboarding)Step 2Senior Consultant / Coach TrainerStep 3Growth Manager / Regional Business Leader

Growth in Profit365 isn’t time-based — it’s performance-based.

The more entrepreneurs you help automate, the faster you rise.

🌐 Core Mission

“At Profit365, we believe freedom is the birthright of every entrepreneur —

but it must be built through systems.”

As a Business Consultant, your mission is to help business owners: