Welcome to HubSpot’s Sales Interview Kit.

Inside, you’ll find the following resources. Click on the blue links to jump directly to a certain
section.

6 Sales Job Description Templates

Sales/Business Development Representative
Account Executive
Outside Sales Representative
Account Manager
Sales Engineer
Sales Manager

Interview Notes Template

Candidate Scorecard Template

Sales Offer Letter Template

How to Use These Templates

● Throughout the templates, you’ll find italicized, bracketed text specifying what
you can fill in to complete the template.
● Add, alter, or delete text wherever you need to.
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 6 Sales Job Description Templates

Sales/Business Development Representative

[Insert your company name] is looking for a Sales/Business Development Representative (SDR/BDR) to
join our sales team. [Insert one sentence describing the salary/commission structure for SDRs/BDRs at
your company; e.g. “This is a quota-carrying, salaried position that includes an uncapped commission
structure.”]

Apply Here: [Insert application link]

About the Role:

● Reach out to prospects via email, phone, and LinkedIn to educate them on our product/service
● Qualify those prospects to determine whether or not they’re a good fit for [insert your company
name]
● Organize and take thorough notes on prospects in [insert CRM name]
● Learn our offerings inside and out and give demos on the best product(s) for good fit potential
customers
● [Add or delete details about the role where necessary]

About You:
● You have a track record of driving results
● You’re hardworking and goal-oriented
● You have a tireless positive attitude
● You have a growth mindset and view challenges as learning opportunities, not failures
● You can put yourself in others’ shoes and see situations from perspectives other than your own
● You love getting to know new people and helping them [insert a detail about what your
product/service helps solve; e.g. “find incredible childcare” or “solve their reporting challenges
with technology”]
● [Add or delete details about the ideal candidate where necessary]

Benefits and Perks:

● List all of your company’s core benefits here
● This list might include health insurance, 401k matching, wellness or commuter reimbursements,
and parental leave policies
● It also might mention nice perks like the office’s location, your dog-friendly environment, a
flexible vacation policy, or meals provided
● Consider mentioning sales-specific benefits like quota relief during a given month of the year

About [Insert your company name]:

[Insert 3-4 sentences summarizing what your company does. Share your mission, vision, and a little bit
about your product or service.]

Apply here: [Insert application link again to make it easy to find]

 Account Executive

[Insert your company name] is looking for an Account Executive to join our sales team. [Insert one
sentence describing the salary/commission structure for Account Executives at your company; e.g. “This
is a quota-carrying, salaried position that includes an uncapped commission structure.”]

Apply Here: [Insert application link]

What You’ll Do:

● Prospect and develop new potential accounts by educating contacts about how they can [insert
benefit of your product/service here; e.g. “grow their business’s talent pipeline with Your
Company Name” or “gain greater insight into their customer database with data enrichment”]
● Work existing demand that’s been qualified by our business development representatives
● Hold face-to-face and Zoom meetings with prospective customers to understand their business
challenges and goals
● Run product demos to close business at or above quota level
● [Add or delete details about the role where necessary]

About You:
● You have a track record of high achievement in your current role
● You want to do what it takes to be successful in sales without sacrificing your values
● You have a positive outlook
● You have a growth mindset and view setbacks as learning opportunities, not failures
● You can put yourself in others’ shoes and see situations from perspectives other than your own
● You love getting to know new people and helping them [insert a detail about what your
product/service helps solve; e.g. “find incredible childcare” or “solve their reporting challenges
with technology”]
● [Add or delete details about the ideal candidate where necessary]

Benefits and Perks:

● List all of your company’s core benefits here
● This list might include health insurance, 401k matching, wellness or commuter reimbursements,
and parental leave policies
● It also might mention nice perks like the office’s location, your dog-friendly environment, a
flexible vacation policy, or meals provided
● Consider mentioning sales-specific benefits like quota relief during a given month of the year

About [Insert your company name]:

[Insert 3-4 sentences summarizing what your company does. Share your mission, vision, and a little bit
about your product or service.]
Apply here: [Insert application link again to make it easy to find]
 Outside Sales Representative

[Insert your company name] is looking for an Outside Sales Representative to join our sales team. [Insert
one sentence describing the salary/commission structure for Outside Sales Representatives at your
company; e.g. “This is a quota-carrying, salaried position that includes an uncapped commission
structure.”]

Apply Here: [Insert application link]

What You’ll Do:

● Travel to industry events, conferences, and cities across the country to build relationships with
prospective clients
● Initiate and develop relationships with potential clients and educate them about how they can
[insert benefit of your product/service here; e.g. “grow their business’s talent pipeline with Your
Company Name” or “gain greater insight into their customer database with data enrichment”]
● Work existing demand that’s been qualified by our business development representatives
● Orchestrate in-person visits to understand prospective clients’ business challenges and goals
● Run product demos to close business at or above quota level
● [Add or delete details about the role where necessary]

About You:
● You have a track record of [insert required years of experience] years of high achievement in a
sales position
● You love to build relationships and don’t mind working accounts for months -- you’re tenacious
● You have compelling and engaging presentation skills
● Your instinct is to understand the challenges that other businesses face and find the right
solution for them
● You have a growth mindset and view setbacks as learning opportunities, not failures
● You don’t mind traveling regularly for work
● [Add or delete details about the ideal candidate where necessary]

Benefits and Perks:

● List all of your company’s core benefits here
● This list might include health insurance, 401k matching, wellness or commuter reimbursements,
and parental leave policies
● It also might mention nice perks like the office’s location, your dog-friendly environment, a
flexible vacation policy, or meals provided
● Consider mentioning sales-specific benefits like quota relief during a given month of the year

About [Insert your company name]:

[Insert 3-4 sentences summarizing what your company does. Share your mission, vision, and a little bit
about your product or service.]

Apply here: [Insert application link again to make it easy to find]

 Account Manager

[Insert your company name] is looking for an Account Manager to join our sales team. [Insert one
sentence describing the salary/commission structure for Account Managers at your company; e.g. “This
is a quota-carrying, salaried position that includes an uncapped commission structure.”]

Apply Here: [Insert application link]

What You’ll Do:

● Maintain and expand [Insert company name]’s existing customer base by owning specific
customer accounts
● Learn our products inside and out and help your customers drive results using those products
● Proactively identify customers who aren’t maximizing their opportunity with our
product/service and reach out to create an action plan to help them achieve success
● Collaborate with our Renewal and Customer Service teams to manage account retention rates
● Surface opportunities to sell additional products/services into existing accounts when it’s right
for the customer
● [Add or delete details about the role where necessary]

About You:
● You have a track record of [insert years of experience required] years of high achievement in
your current account management or sales role
● You’re motivated by seeing others succeed and grow when you partner with them
● You’re highly adaptable, easily acclimating to a rapidly changing business and industry
● Strong intrinsic motivation to be a top performer and contribute to a team
● You enjoy getting to know new people and helping them [insert a detail about what your
product/service helps solve; e.g. “find incredible childcare” or “solve their reporting challenges
with technology”]
● [Add or delete details about the ideal candidate where necessary]

Benefits and Perks:

● List all of your company’s core benefits here
● This list might include health insurance, 401k matching, wellness or commuter reimbursements,
and parental leave policies
● It also might mention nice perks like the office’s location, your dog-friendly environment, a
flexible vacation policy, or meals provided
● Consider mentioning sales-specific benefits like quota relief during a given month of the year

About [Insert your company name]:

[Insert 3-4 sentences summarizing what your company does. Share your mission, vision, and a little bit
about your product or service.]

Apply here: [Insert application link again to make it easy to find]

 Sales Engineer

[Insert your company name] is looking for a Sales Engineer to join our sales team. [Insert one sentence
describing the salary/commission structure for Sales Engineers at your company; e.g. “This is a quota-
carrying, salaried position that includes an uncapped commission structure.”]

Apply Here: [Insert application link]

What You’ll Do:

● Partner with sales representatives and act as a technical consultant to take open deals over the
finish line
● Research and explore existing technical challenges with prospective customers and creatively
find solutions to those challenges that our products can solve
● Facilitate demos of the technical aspects of our product in ongoing deals
● Enable recently closed customers with the specific technical resources that will lead them to
success with [Insert product/brand name]
● Travel alongside our sales representatives for in-person visits to understand prospective clients’
business challenges and goals
● Aggregate and communicate technical roadblocks in deals to our Product Team
● [Add or delete details about the role where necessary]

About You:
● Natural technical curiosity and problem-solving mindset
● Prior experience in a quota-closing or product role at a tech company
● Excellent ability to break down technical jargon into easy-to-understand, plain language
● Action-oriented and conscientious - your attention to detail is one of your greatest strengths
● Engaging presentation and interpersonal communication skills
● Your instinct is to understand the challenges that other businesses face and find the right
solution for them
● You have a growth mindset and view setbacks as learning opportunities, not failures
● You don’t mind traveling regularly for work
● [Add or delete details about the ideal candidate where necessary]

Benefits and Perks:

● List all of your company’s core benefits here
● This list might include health insurance, 401k matching, wellness or commuter reimbursements,
and parental leave policies
● It also might mention nice perks like the office’s location, your dog-friendly environment, a
flexible vacation policy, or meals provided
● Consider mentioning sales-specific benefits like quota relief during a given month of the year
About [Insert your company name]:

[Insert 3-4 sentences summarizing what your company does. Share your mission, vision, and a little bit
about your product or service.]

Apply here: [Insert application link again to make it easy to find]

 Sales Manager

[Insert your company name] is looking for a Sales Manager to lead and grow a team of sales
representatives.

Apply Here: [Insert application link]

What You’ll Do:

● Lead and coach a team of sales representatives, enabling them to exceed their quotas
consistently
● Run weekly 1-on-1s with each direct report to help them overcome roadblocks and chart their
long-term career growth
● Monitor team KPIs and proactively identify the actions that your team members can take to
improve each month
● Demonstrate a “never quit” attitude and instill tenacity and resilience in your team
● Analyze team performance data to suggest scalable improvements to core sales processes and
sales training
● Foster a transparent, inclusive, and achievement-oriented team culture
● [Add or delete details about the role where necessary]

About You:
● At least [Insert years of experience required] years of experience managing a team
● At least [Insert years of experience required] years of experience in a quota-carrying sales
position
● You can demonstrate a track record of overachievement against individual and team quotas
● You have examples of sales reps you’ve coached from underperforming to high-achieving
● You instinctively document the training, team-building, and sales process plays that work and
share them with your colleagues to drive improvement across your organization
● You have strong empathy for peers, direct reports, and customers
● You have excellent communication skills and the ability to motivate behavior change
● You’re adaptable and open to changing processes when it’s right for your team, your
organization, and the customers you serve
● [Add or delete details about the ideal candidate where necessary]

Benefits and Perks:

● List all of your company’s core benefits here
● This list might include health insurance, 401k matching, wellness or commuter reimbursements,
and parental leave policies
● It also might mention nice perks like the office’s location, your dog-friendly environment, a
flexible vacation policy, or meals provided
About [Insert your company name]:

[Insert 3-4 sentences summarizing what your company does. Share your mission, vision, and a little bit
about your product or service.]

Apply here: [Insert application link again to make it easy to find]

 Interview Notes Template

[Insert Your Company’s Name Here]

Position: [Insert Position Name Here]

Candidate Name: [Insert Candidate’s Name]

Prepared by: [Insert Interviewer’s Name]

Date of Interview: [Insert Date of Interview]

Behavioral Questions:

Question #1: [Here, type out a question that the interviewer will ask the candidate during the interview.
If the individual interviewers select the questions they ask, delete this bracketed text and leave the space
blank for the interviewer to type or hand write their desired question.]

Question #2: [Here, type out a question that the interviewer will ask the candidate during the interview.
If the individual interviewers select the questions they ask, delete this bracketed text and leave the space
blank for the interviewer to type or hand write their desired question.]

Question #3: [Here, type out a question that the interviewer will ask the candidate during the interview.
If the individual interviewers select the questions they ask, delete this bracketed text and leave the space
blank for the interviewer to type or hand write their desired question.]
Job-Specific Questions:

Question #1: [Here, type out a question that the interviewer will ask the candidate during the interview.
If the individual interviewers select the questions they ask, delete this bracketed text and leave the space
blank for the interviewer to type or hand write their desired question.]

Question #2: [Here, type out a question that the interviewer will ask the candidate during the interview.
If the individual interviewers select the questions they ask, delete this bracketed text and leave the space
blank for the interviewer to type or hand write their desired question.]

Question #3: [Here, type out a question that the interviewer will ask the candidate during the interview.
If the individual interviewers select the questions they ask, delete this bracketed text and leave the space
blank for the interviewer to type or hand write their desired question.]

Questions from the Candidate:

[Leave this space blank prior to the interview to write down the questions that the candidate asks you,
the interviewer.]

Other Notes:
 Candidate Scorecard Template
[Insert Your Company’s Name Here]
Position: [Insert Position Name Here]

Candidate Name: [Insert Candidate’s Name]

Prepared by: [Insert Interviewer’s Name]

Date of Interview: [Insert Date of Interview]

Please rate the candidate on the criteria below.

1 = I do not feel that this candidate embodies this characteristic or behavior.

3 = This candidate showed this characteristic or behavior to some extent.
5 = This candidate amazed me with the level at which they embodied this characteristic or behavior.

Rating (mark one number per row): 1 2 3 4 5

Track record of over-achievement in

previous roles

Tenacious; resilient in the face of

challenges and setbacks

Growth mindset

Relationship builder

Confidence in self and beliefs

Adaptable

Cares about doing right by prospects

and customers

[Add or delete any other

characteristics/behaviors on which you
evaluate your sales candidates.]
Decision (circle one): Strong No No Yes Strong Yes

What were the strengths in this interview?

What evidence did you see in this interview that showed that this person would perform at or above
quota level in a sales position?

What were the gaps in this interview?

Based on your conversation with this candidate, is this someone you feel strongly would be a great
addition to our team?

Does this person elevate the average of the team? Give specific examples.

If recommending this candidate: What did the candidate show that leads you to believe they could be a
fit for this role?

If not recommending this candidate: What constructive feedback should the recruiter share with
candidate to explain why we’re not proceeding?
 Sales Offer Letter Template

[Disclaimer: Please consult with your company’s legal team on the exact language,
terms, and conditions that you need to include in official offer letters at your
company. HubSpot is not an official source of legal advice.]

[Employee Name]
[Employee Address Line 1]
[Employee Address Line 2]

Dear [Full Name],

I’m pleased to offer you the position of [Position Name] at [Official Company Name], reporting to [Name
of Manager or Department Head].

Your employment will begin on [Start Date]. As discussed, you will be compensated with [yearly salary
or hourly wage] as your base pay, which will be paid to you on a [frequency of pay] basis. Your pay will
be subject to taxes and other withholdings required by law.

You are also eligible to receive a commission on the sales you make. The commission structure for the
position of [Position Name] is as follows:
● [Insert details about the commission structure for the new employee’s position here]

[If applicable, outline stock plan or signing bonus details here.]

In addition to your pay as a [Position Name], you will receive the following benefits:
● [Insert benefits at your company here]
● [Consider sharing details about insurance, commuter benefits, and any other benefits your
company offers]
● [Include the date on which the benefits are effective]

Your working hours will be as follows: [Insert working hours here is applicable]

You’ll also have [number of vacation days] days of paid time off and [number of sick days] sick days. Our
paid leave policies are outlined below:
● [Insert info about paid leave policies]
Please note that you will be required to adhere to all guidelines noted in our employee handbook, which
lists all workplace policies. You will receive a copy of this handbook on your start date.

Your position at [Company Name] constitutes at-will employment, meaning that if at any time, either
you or [Company Name] wishes to end your employment, they may do so without warning, with or
without cause.

We’re excited about the prospect of you joining our team. Should you decide to accept, please sign this
offer letter below and return it to [Hiring Manager or Recruiter Name] by [Date]. This offer letter expires
after that date.

If you have any questions about this position, please reach out to me or [Hiring Manager or Recruiter
Name] at [Email address/phone number] -- we’d be delighted to answer anything that comes up.

Best,

[Head of HR, Manager, or Department Head Signature]

[Head of HR, Manager, or Department Head Name]
[Phone Number]

ACKNOWLEDGEMENT

I will begin employment on the specified start date on the terms set forth in this letter.

Your Signature:

Print Name:

Date: