Essential Questions to Ask for AE, AMs and SDRs

So You Want To Break Into A Sales Career? Here Are Essential Questions to Ask:

As you step into a new sales role, your ability to ask insightful questions is just as important as your sales acumen. The right questions serve as critical tools that can unlock a deeper understanding of your role, clarify expectations, and set you on a path to success. 

These questions are not merely procedural—they are the underpinning of your sales strategy, guiding you to align with the company's vision and culture, understand a competitive landscape, and build strong, effective relationships with your customers and team. By getting answers to these questions, you're not just preparing for a role; you're laying the groundwork for a career move where informed decisions lead to tangible results.

Embarking on a career in sales or stepping into a new sales role can be both exhilarating and daunting. Whether you’re an Account Manager (AM), an Account Executive (AE), or a Sales Development Representative (SDR), knowing the right questions to ask can set the foundation for your success. Here’s a structured guide to help you navigate your role, understand your objectives, and excel in your sales career.

1. Defining the Role and Expectations

Clarity on Performance:

  • How is success measured in this position?
  • What are the specific goals for an AM/AE/SDR?
  • Who are the current top performers, and what makes them stand out?

Day-to-Day Realities:

  • What does an average day entail in terms of calls, emails, and meetings?
  • What are the short-term and long-term expectations for someone in this role?

2. Understanding Your Book of Business

Scope of Responsibility:

  • How large will my portfolio be?
  • What is the breakdown of accounts by size and warmth (cold vs. warm leads)?
  • What is the existing opportunity for growth or upsell within my accounts?

3. In-Depth Product Knowledge

Product Mastery:

  • What are the core products or services I’ll be selling?
  • How does the product stand out in the market, and why do customers choose us?
  • What’s our competitive edge, and how do we fare against competitors?
  • What is our customer churn rate, and what are the reasons behind it?

4. Navigating the Sales Cycle

Strategic Insights:

  • What does the average sales cycle look like from initiation to closing?
  • How is the deal size quantified, and what is the expected velocity of sales?
  • How are leads generated, and what’s the quality like?
  • Can you walk me through a full sales cycle, detailing the process, touchpoints, and conversion rates?

5. Compensation Structure

Financial Rewards:

  • How is the compensation package structured between base pay and commission?
  • What percentage of the team consistently meets or exceeds their targets?
  • What are the specifics of the bonus structure, and how are payouts handled?

6. Team Dynamics and Support

Organizational Fit:

  • What does the organizational structure look like, and where do I fit in?
  • What are the paths available for growth and advancement?
  • Who will I be directly working with, and how collaborative is the environment?

Mentorship and Support:

  • Besides my supervisor, are there mentorship opportunities available within the team?
  • How does the team support each other, and what’s the access level to senior team members?

7. Tools and Training

Optimizing Performance:

  • What Customer Relationship Management (CRM) tools are in place, and how comprehensive is the historical data?
  • What training programs are available, and what resources are provided for new hires?

By systematically addressing these key areas, you’ll gain a robust understanding of your role, the product you’ll be selling, the market you’ll be navigating, and the team you’ll be joining. This knowledge not only prepares you for your new position but also empowers you to ask the right questions, align with company goals, and forge a path toward outstanding performance.

Remember, in sales, your curiosity and ability to gather information are as critical as your persuasion skills. Use these questions as a springboard to showcase your proactive mindset and demonstrate your readiness to not just meet, but exceed expectations.