
Field Sales, Revenue 💵 - PagarBook
(Temporary Fulltime)
About Pagarbook:
1. Employee Management at your Fingertips. PagarBook - India's Best Payroll
and Attendance
2. Management tool for Small & Medium Enterprises. Using PagarBook, a
business owner can maintain all the records of their employees digitally
and can get insights around the same.
3. PagarBook is free & easy to use employee management, work & payroll
management software app where you can manage all your staff and
employee’s attendance, record the work done by your staff and employees
and their salary, payments & advances can also be recorded in this app.
4. Sms & WhatsApp notification to employees and staff about payments,
bonuses, daily work, attendance & leaves.
5. The Sales would be done for premium desktop version of the application
6. Benefits of desktop application:
a. Better and Easier accessibility, also available on mobile web
b. Access to rich reports which gives you business knowledge, spend
c. Unlimited free upgrades for a year
About Sales team:
The field sales team at PagarBook is all about solving SME’s customer problems
and ensuring we deliver compelling value propositions.
On a typical day, the sales team:
● drives the adoption of a premium version of Pagarbook, sold at a
subscription fee per annum
● never-say-no attitude, and comes with a win-all attitude
● At the same time, a core ingredient of the DNA is customer empathy
● We should always ensure the customer is well informed of all the benefits of
the solution, before we close the sales.
Responsibilities and Duties of sales associate:
● You will pitch about PagarBook desktop solution on field to customers
● You will explain the benefits of PagarBook desktop solution to customers
○ Better and Easier accessibility, also available on mobile web
○ Access to rich reports which gives you business knowledge, spend
○ Unlimited free upgrades for a year
● The users can register on the desktop for a free trial for 7 days first
● Sales associate would convert the customer into a paid customer
Mandatory requirements:
● Having your own bike is a must
● Field sales experience is a must (telecom, FMCG and financial sales
experience adds more weightage)
● Local language knowledge in the city of operations is a must
● Graduation in any field is sufficient
Benefits:
● Targets based incentives (extremely attractive)
● Petrol allowance ~upto INR 3,000 (on actual bills)
● Initial job posting would be for 3 months - based on good performance,
conversion to full time employment would be granted
Key Areas of Responsibility (KRAs):
● Onboarding of Customers
○ Meet 30 new clients a day (tracked)
○ Get free trial enabled for 20 clients a day
○ Get 3 sales (paid customers, 10% conversion) per day -
non-negotiable output
● Retaining customer accounts
○ While we build new businesses, cross-selling would be key
○ Customers should keep using PagarBook desktop beyond 30 days of
activation
● Grow customer basket size
○ Identify key SME clusters in the city and prepare an acquisition plan
○ Go aggressive and acquire
● Business acumen & key skills
○ Strong knowledge on PagarBook sales process, services and product
○ Local Market and competition knowledge and clear articulation of
PagarBook advantages
○ Strong negotiation and influencing skills to create win-win
○ Give continuous feedback to internal teams to improve our
customer service level
Finally, remember, you are the PagarBook brand ambassador on the ground! All
the best.
Requirements for field sales - Phase 1 (50):
● South:
○ Bangalore - 5 Associates
○ Coimbatore - 5 Associates

About PagarBook
About
We are a team of IIT and NIT alumni, building an easy to use Human Resource Management platform for Small and Medium Enterprises. We are some crazy bunch of folks passionate about solving some real life problems. If you also want to leave a mark on human history, this is the right place. We are based out of Bangalore and are backed by renowned VC firms.
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Own top-of-funnel and mid-funnel business development execution, with the primary goal of generating Sales Qualified Leads (SQLs). For the first 6 months, success is measured on creating qualified pipeline, not closing deals.
Core Responsibilities
1. Presales Coordination
- Work closely with Saurav on active presales opportunities
- Join relevant sales and discovery calls
- Review existing active leads, past call notes, and ongoing opportunities
- Coordinate proposal/SOW preparation using standard company templates
- Help move presales opportunities from discussion to scoped commercial conversations
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- Execute account-based marketing across target accounts
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- Build relationships with decision-makers and influencers inside target accounts
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3. ICP-Based Prospecting
Focus prospecting around defined ICPs such as:
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4. Agency and Channel Partner Development
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- Coordinate on campaigns, founder-led content, webinars, workshops, and events
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6. Reporting and Review
- Submit weekly reporting on outreach, responses, meetings, presales progress, and SQL creation
- Track leading indicators, not just final outcomes
- Show directional evidence of progress through consistent execution and learning
Success Metrics / KRA
First 6 Months Primary KRA
Generate sales-qualified leads.
Phase-wise Focus
- Months 1–3: India-focused pipeline building
- Month 4 onward: Expand to international markets in addition to India
Performance Philosophy
Performance will be evaluated on:
- Quality and consistency of execution
- Directional evidence that the approach is working
- Leading indicators such as outreach, engagement, meetings, and pipeline movement
- SQL generation as the main lagging outcome metric
Closed revenue is not the primary KPI in the first phase.
Weekly KPI Plan
A. Activity KPIs
- Number of target accounts added
- Number of contacts identified
- Number of outreach messages sent
- Number of calls made
- Number of LinkedIn touchpoints completed
- Number of follow-ups completed
B. Engagement KPIs
- Response rate
- Positive response count
- Discovery / intro meetings booked
C. Pipeline / Presales KPIs
- Number of active opportunities reviewed
- Number of presales discussions supported
- Number of proposals / SOWs coordinated
- Number of opportunities moved to next stage
- Number of SQLs generated
D. Marketing Coordination KPIs
- Number of warm leads from marketing initiatives
- Speed of follow-up on warm leads
- Campaign feedback shared with marketing
- Joint initiatives supported (webinars, workshops, content-led campaigns)
E. Channel Partner KPIs
- Number of agencies / partners identified
- Number of partner outreach attempts
- Number of partner conversations initiated
- Number of partner opportunities created
Suggested Weekly Targets (starting version)
Week 1–4
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- 75–150 contacts identified
- 80–120 outbound touchpoints
- 10–20 meaningful responses
- 4–8 discovery conversations
- 1–3 SQLs
- 5+ active opportunities / presales items reviewed
- 3–5 agency/channel partner conversations initiated
These can be tightened after 3–4 weeks based on actual conversion data.
Weekly Review Format
1. Outreach Summary
- Accounts targeted
- Contacts reached
- Channels used
- Total touchpoints sent
2. Response Summary
- Replies received
- Positive responses
- Meetings booked
- Follow-ups pending
3. Pipeline Summary
- Active presales opportunities
- Proposal/SOW coordination status
- Opportunities advanced
- SQLs created
4. Marketing Coordination Summary
- Leads received from marketing
- Status of those leads
- Feedback for messaging / targeting
- New campaign ideas or support required
5. Learnings and Next Actions
- What worked
- What did not work
- Bottlenecks
- Focus for next week
Reporting Template
Weekly BD Report
- Target accounts added:
- Contacts identified:
- Outreach sent:
- Calls made:
- LinkedIn messages sent:
- Emails sent:
- Follow-ups completed:
- Responses received:
- Positive responses:
- Meetings booked:
- SQLs generated:
- Active presales opportunities:
- Proposals/SOWs supported:
- Marketing leads received:
- Partner conversations initiated:
- Key learnings:
- Priorities for next week:
30-60-90 Day Plan
First 30 Days
- Understand ICPs, offers, use cases, and sales process
- Review active pipeline and presales opportunities
- Start outbound execution and messaging tests
- Begin agency/channel mapping
- Build weekly reporting discipline
Days 31–60
- Improve response and meeting conversion
- Contribute more actively in presales coordination
- Build repeatable outbound cadences
- Start generating stable SQL flow
- Support marketing-to-sales handoff improvements
Days 61–90
- Increase SQL consistency
- Expand outreach depth and partner motion
- Start testing international opportunities
- Improve efficiency through stronger channel mix and messaging
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