product-and-services-manager/references/tasks.md

Tasks & work activities — product and services manager

Source: O*NET 30.3, occupation 41-3091.00 (Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel) — manual nearest-occupation mapping via ISCO group 2431; the official ESCO crosswalk has no entry for this ESCO occupation.

Task statements

• [nan] Answer customers' questions about services, prices, availability, or credit terms.
• [nan] Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, regulations, or industry developments.
• [nan] Compute and compare costs of services.
• [nan] Consult with clients after sales or contract signings to resolve problems and provide ongoing support.
• [nan] Contact prospective or existing customers to discuss how services can meet their needs.
• [nan] Create forms or agreements to complete sales.
• [nan] Develop sales presentations or proposals to explain service specifications.
• [nan] Distribute promotional materials at meetings, conferences, or trade shows.
• [nan] Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations.
• [nan] Identify prospective customers using business directories, leads from clients, or information from conferences or trade shows.
• [nan] Inform customers of contracts or other information pertaining to purchased services.
• [nan] Maintain customer records using automated systems.
• [nan] Monitor market conditions, innovations, and competitors' services, prices, and sales.
• [nan] Negotiate prices or terms of sales or service agreements.
• [nan] Quote prices, credit terms, contract terms, or fulfillment dates for services.

Detailed work activities

• Advise customers on the use of products or services.
• Advise others on business or operational matters.
• Answer customer questions about goods or services.
• Assess the cost effectiveness of products, projects, or services.
• Attend events to develop professional knowledge.
• Calculate costs of goods or services.
• Contact current or potential customers to promote products or services.
• Develop content for sales presentations or other materials.
• Distribute promotional literature or samples to customers.
• Estimate costs or terms of sales.
• Explain technical product or service information to customers.
• Identify potential customers.
• Maintain records of customer accounts.
• Monitor market conditions or trends.
• Negotiate prices or other sales terms.
• Prepare sales or other contracts.
• Recommend products or services to customers.
• Study product information to acquire professional knowledge.