Team structure, Org Templates, Sales

Plan and Build Your SaaS Sales Team from the Ground Up

Expert author: Clayton Moulynox

When it comes to building a sales team for your B2B SaaS company, there's a lot to consider. From creating an organizational chart and defining roles, to developing job descriptions and setting accountability metrics, it can feel like a lot to tackle. But what if I told you that you could have all of these assets at your fingertips, ready to go with just a few clicks? What if building an org team structure didn't have to be super complex? Enter our "Sales Org-in-a-box" template and resources!

Get a head start building your sales team structure

This handy resource is packed with many of the bits you need to set up a sales team - you'll simply need to tailor some of the finer details to meet the unique needs of your B2B SaaS company.

It includes an organizational chart that lays out an example structure of a growing B2B SaaS sales team, so you can start planning on what positions you need to hire.  It also includes roles and responsibilities, so you know exactly what each person on your team should be doing. And, finally, each role includes suggested accountability metrics built right in to the chart, giving you a framework to track your team's performance and make sure they're driving towards metrics that are known to improve performance.

The importance of great planning for sales teams

There's more to it than just making things easier. Having a well-defined sales team structure, roles and clear responsibilities is key to run an effective sales operation. This allows for clear communication, delegation, and supervision within the sales team, ultimately leading to better performance and sales results. With a clear structure and defined roles, it also allows for better alignment with the overall goals of the company, which is especially important in a B2B SaaS company.

But what about the accountability metrics? These are essential to help measure the performance of your sales team, and to ensure they are hitting their goals and targets. With this data, you can make informed decisions about how to improve your sales process and increase revenue. It also allows you to evaluate and optimize sales territories, identify best practices and forecast sales numbers with more accuracy.

Resources included to help you build a sales team

Whether you're just starting out or looking to revamp your existing sales team, our "Sales Org-in-a-box" resource is the perfect solution to give you a head start. It's packed with plenty of the resources you'll need to plan and set up a sales team. Here's what's included:

12 Sales Job Description Templates

"Creating job descriptions is my absolute favorite thing to do," said nobody ever. With our "Sales Org-in-a-box" resource, we've got you covered. We've included twelve job description templates in an editable Word format. From Chief Revenue Officer to Sales Development Rep and everything in between - the templates include a typical description of the job along with a list of the responsibilities and accountable metrics.

When you're ready to hire, we hope you can cut and paste the templates into your preferred job advertisement platform, customize it for your purposes, and publish it - all without the hassle of starting from scratch!

Interview Question Examples

As a hiring manager, it's important to assess a candidate's skills and fit for the role, and to make sure that they have the abilities, experience and attitude to be successful in the sales role you're hiring for.

The right interview questions can help you accomplish this by providing insights into a candidate's hard skills, behavioral intelligence, and soft skills.

In this resource, you'll find a list of top questions to ask in an interview for sales roles, as well as tips for analyzing the answers to gain a deeper understanding of a candidate's qualifications and fit for the role. These questions will help you identify candidates who have the right combination of skills and experience, as well as the drive and motivation to excel in a sales role.

Sales Org Chart Template


Download the free resource and start building your sales team

You can make a copy of the org chart above and start making changes to suit your planning (you'll need to sign up to Functionly if you don't have an account already, it's free.)

All other resources can be downloaded from here.

Get started now

Your first step towards a more effective organization.