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Competency Test Sales Manager
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Competency Test

1. Operational Challenge: Sales Team Availability Crisis

Scenario: Half of the Sales Team for our top performing creator report as unavailable for the next week. It’s the last week of the month and we might miss our revenue target because of this.
Task: Share your strategy on how you would handle this situation. Outline your immediate actions, resource reallocation and your plan for mitigating the effects on the creator’s revenue.

2. Communication And Team Collaboration

Task: Write a motivational message for your team following a month of below-target sales figures. The goal is to boost morale, encourage idea sharing for new sales tactics and reinforce the team's importance to overall success.
Your message should demonstrate effective communication, reflect a positive leadership style and foster a collaborative team environment.

3. Technical Proficiency

Task: Using Excel or any other data management tool of your choice, design a simple sales performance dashboard that tracks key metrics (e.g., conversion rates, average revenue per user, engagement rates).
Use the provided dataset below to design the dashboard.
The dashboard should visualize trends over the three-month period for each creator, including subscriber growth, engagement rates, and revenue changes.
Incorporate filters or slicers to allow viewers to select individual creators for a more detailed analysis.
Highlight key insights such as top-performing creators based on revenue generation and engagement rates.
Ensure the dashboard is user-friendly, with intuitive navigation and clear visualizations (e.g., line charts for trends, bar charts for comparative analysis).

Dataset Overview:

Time Period: January 2024 - March 2024
Creators: Data for 5 creators managed by the agency

Data Points:

Creator ID: Unique identifier for each content creator
Month: Reporting month
New Subscribers: Number of new subscribers gained
Unsubscribed: Number of subscribers who left
Total Subscribers: Total number of subscribers at the end of the month
Engagement Rate (%): Engagement rate calculated as (Interactions per post / Number of posts) / Total subscribers
Posts: Number of posts made by the creator
Interactions per Post: Average number of likes, comments, and shares per post
Revenue Generated ($): Total revenue generated from subscriptions, tips, and paid posts

Sample Data:

Creator ID
Month
New Subscribers
Unsubscribed
Total Subscribers
Engagement Rate (%)
Posts
Interactions per Post
Revenue Generated ($)
A1
January
150
30
1,200
2.5
20
300
4800
A2
January
200
50
1,850
3.1
25
350
7400
A3
January
100
20
980
4.2
15
400
3600
A4
January
180
60
1,120
1.8
30
250
5600
A5
January
220
40
2,000
2.9
28
320
8000
A1
February
160
25
1,335
2.7
18
310
5200
A2
February
190
45
1,995
3.3
22
360
7800
A3
February
120
15
1,085
4.5
16
410
4100
A4
February
175
55
1,240
2
32
260
6200
A5
February
210
35
2,175
3
26
330
8300
A1
March
170
20
1,485
2.8
19
315
5700
A2
March
200
40
2,155
3.4
24
365
8200
A3
March
130
10
1,205
4.7
17
420
4500
A4
March
160
50
1,350
2.1
29
270
6700
A5
March
230
30
2,375
3.1
27
​
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4. Outcome Planning Task

Task: Outline a 6-month sales strategy to achieve $100k/month revenue on a brand new creator. Assume the marketing team will bring in consistent traffic.
Sales Team Dynamics: Define roles and responsibilities within the sales team to ensure efficient execution of the strategy. Include any new roles that need to be filled and the rationale behind team structure decisions.
Performance Metrics: Establish key performance indicators (KPIs) for tracking the success of your strategy, include any metrics you believe are necessary.

5. Team Building Exercise

Scenario: Belle Muse plans to expand its sales department to support a growing number of creators.
Task: Provide a plan for setting up a new sales team of 10 members, detailing:
The specific roles needed within the team.
Hiring criteria for each role.
How you would manage and support this team to achieve strategic marketing objectives.

Optional: Tool Proficiency Demonstration

This task is entirely optional. Not completing it will not have an impact on your score.
That said, completing it obviously will ;) Do this if you have the time for it.
Task: Using Excel, Notion, AirTable, Coda, Make, Zapier, or a combination of these, create a simple workflow that demonstrates how you would track and report on sales metrics for a 3 person sales team.
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