Sales Consultant

Position: Designer Sales Associate (Pre-Sale)

Department: Pre-Sale / Design

Reports To: Key Account Manager (KAM)

Works Closely With: Lead Qualifier, KAM, Head of Operations, Project & Production Designers, Creative Lead

Employment Type: Full-Time

Role Overview

The Designer Sales Associate owns the pre-sale journey: taking over qualified leads, understanding the client's requirement, sharing demos and design direction, coordinating measurement, preparing quotations, and converting the client to advance payment before a clean handover to the KAM and Creative Lead. This is a design-literate sales role — the person must combine a strong design sense with the ability to guide, upsell, and close. They should understand home decor and wallpapers, read a space quickly, and share the right demos and catalogue directions that move a lead toward conversion without over-executing project-level work at the pre-sale stage.

Objective

Convert qualified leads into paid projects by guiding clients with the right design direction, accurate scope and measurement clarity, and clear quotations — then hand over cleanly so execution can proceed without repeated questions.

Tools & Skills (Mandatory)

• Adobe Photoshop — strong hands-on ability to prepare demos, previews, proposals, and client-facing visuals.
• Proposals & Demos — able to build and present compelling demo directions, proposals, and quotation decks that help close.
• Home Decor & Wallpapers — practical experience with wallpaper, wall/space decor products, materials, and finishes.
• Strong design sense — more design ideas than a standard sales role; can suggest themes, colours, and material selection confidently.
• Visual Arts — a solid visual arts background underpinning strong design and aesthetic judgment.
• Comfortable with ERP, WhatsApp/DoubleTick, Google Meet, and structured written communication.

Design Experience & Portfolio

The ideal candidate has hands-on design production experience across digital and print, including:

• Conceptualising, defining, and executing environmental graphics and art installations.
• Creating high-quality design assets in both digital and print mediums.
• Producing a wide range of materials — wallpaper, blinds, metal decor, ad creatives, emailers, retail banners, marketing collaterals, GIFs, and more.
• Ensuring brand consistency across every space and asset.
• A visual arts foundation — strong grounding in composition, colour, and aesthetics applied across mediums.

Key Responsibilities

• Takeover After Lead Qualification

• Take over qualified leads; read all ERP notes and check client name, location, project type, budget, requirement summary, and lead stage.
• Contact the client (within 1–3 working hours), introduce yourself, and confirm project type, number of walls/spaces, wallpaper vs. custom/theme work, availability of wall images and measurements, and urgency.
• Ensure full requirement clarity before sharing demos so the lead is never started blindly.

2.Client Interaction & Demo Sharing

• Understand style preference — theme, colours, and mood (premium / playful / royal / minimal / educational / luxury).
• Create or collect 2–3 suitable demo directions, using the existing design bank wherever possible; coordinate with project designers for preview support if needed.
• Share catalogues via drive link, suggest products, and help clients select material; upsell across wall, floor, glass, and window with the right guidance.
• Give only enough direction to move the lead forward — do not over-share project-level execution in pre-sale. Avoid final detailed previews at this stage.

3. Measurement Scope & Coordination

• Establish clear scope before any measurement — how many rooms/walls, which areas are finalised vs. tentative, and any difficult areas (staircases, windows, niche walls).
• Add complete wall-wise notes in ERP before sending any measurement request to KAM / Head of Ops so the site team never goes in blind.
• Handle self-measurements when the client has them — collect, validate width/height/openings/images, request missing details, and upload to ERP; never estimate blindly on weak data.
• When measurement is chargeable, confirm pricing with KAM first, then share the ERP booking link and secure the measurement advance. Offer a video call to build confidence if the client hesitates.

4.Design Discussion, Estimation & Quotation

• Once measurements are uploaded, review sizes, rooms, wall images, and condition notes, and schedule a structured design discussion (Google Meet) with the client.
• Confirm wall-wise design direction and priority walls; set clear expectations and avoid vague promises.
• Prepare quotations and measurement-based estimates (scope L1/L2/L3), applying approved discounts, and explain the estimate clearly to the client.
• Own the estimate → payment stage: follow up for advance and resolve doubts on design, estimate, scope, and next steps.

• Payment Closure & Handover

• Convert the client to advance payment following the payment structure (30% advance after demo, 60% after final measurement preview approval, 10% after installation/dispatch/print), and take signature on the invoice.
• Prepare a complete handover package: measurement data, wall details, design-direction summary, client expectations, quotation summary, payment status, wall-information PPT, and special notes.
• Introduce the KAM in the client group, hand over cleanly, then exit — the handover must be complete enough that KAM and Creative Lead can continue without re-asking basics.

6.Data Management & Design Bank

• Save all demos, previews, proposals, quotations, references, and client-preference notes systematically with keywords, category, project type, theme, room type, and lead reference.
• Build a retrievable internal design bank to speed future service, avoid repeated effort, and improve conversion. Never leave client-facing data scattered in chat only.

7.Systems & Communication Discipline

• Maintain discipline across ERP, Periscope, DoubleTick, Email, and WhatsApp/KAM groups.
• Record every major client decision, wall/area selection, measurement update, stage change, payment confirmation, follow-up date, and next-action owner.
• Rule: if it affects the next team action, it must be written in ERP and communicated in the group.

KPIs & Success Metrics

• Response time from handover to first client contact; requirement-capture accuracy.
• Demo-to-measurement and measurement-to-payment conversion %.
• Pre-sale to payment conversion % and average closure time after quotation.
• Measurement requests sent with complete wall-wise ERP notes.
• Estimate accuracy, quotation-within-SLA %, and low excessive-revision count.
• Handover completeness score and design-bank reuse rate.

Candidate Requirements

• Proven design + sales experience, ideally in home decor, wallpapers, or interior/space products.
• Mandatory hands-on Adobe Photoshop skills for demos, proposals, and client visuals.
• Portfolio spanning environmental graphics/installations and print + digital assets (wallpaper, blinds, metal decor, ad creatives, emailers, banners, GIFs).
• Strong communication, upselling, and client-handling ability with disciplined ERP/CRM habits.
• Structured, fast, and organised — able to keep leads moving within TAT while maintaining brand consistency