Where can you find qualified {role_name}?

What are the best practices for headhunting {role_name}?

"Find Talent Quickly" – Leverage Headhunting and Referrals

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How to shortlist candidates?

Once you have started to get applications from applicants, a thorough screening process and shortlisting of prospects will help you make the most of your time spent with the most qualified ones. 

Automated shortlisting tools :

Automated screening quickly filters out unqualified candidates, saving time for manual review. This allows the manual process to focus on the most promising candidates, ensuring the best ones are considered for further evaluation.

Screening questions to auto-shortlist based on predefined criteria

like qualifications, location, experience, and skills. Either use job board or use an ATS such as whitecarrot. Here are some questions for {role_name}

• Experience:
  
  • How many years of experience do you have as an Account Executive or in a similar sales role?
    
    • 0-1 year (Auto-reject)
    • 2-4 years
    • 5+ years
• Industry Knowledge:
  
  • Have you previously worked in [Industry: Technology/Finance/Corporate Services]?
    
    • Yes
    • No (Auto-reject if required)
• Location/Remote Readiness:
  
  • Are you currently based in [Location] or willing to work remotely?
    
    • Yes
    • No (Auto-reject)
• CRM Experience:
  
  • How many years of experience do you have using CRM software (e.g., Salesforce, HubSpot)?
    
    • None (Auto-reject)
    • <1 year
    • 1-3 years
    • 4+ years
      

Skill based question to auto shortlist candidate

Analyze the skill test data to automatically shortlist top-performing applicants. (recommended screening test time - 15 minutes). Here are some skill test questions for {role_name}

Account Management

Managing and growing multiple client accounts.

1. Which is the most effective way to increase customer retention?
   
   • a) Frequent cold-calling
   • b) Understanding and anticipating client needs (Correct)
   • c) Sending promotional emails
   • d) Offering discounts only at contract renewal
2. When should you schedule regular account reviews?
   
   • a) Only at contract renewal
   • b) Every 12 months
   • c) At mutually agreed intervals (Correct)
   • d) Only when there’s a problem
3. What’s the primary goal of account management?
   
   • a) Close as many deals as possible
   • b) Build long-term relationships and maximize value (Correct)
   • c) Reduce the number of clients
   • d) Outsell competitors at all costs

Sales Strategies

Applying targeted techniques to achieve revenue goals.

1. What is a sales pipeline?
   
   • a) A company’s list of products
   • b) A structured process for tracking prospects (Correct)
   • c) A client’s marketing plan
   • d) An HR evaluation tool
2. Which is a sign of a qualified lead?
   
   • a) Minimal engagement
   • b) Expressed clear interest and budget (Correct)
   • c) Browsed your website once
   • d) Requested a brochure only
3. What’s a key technique to overcome objections?
   
   • a) Ignore concerns
   • b) Provide relevant solutions and data (Correct)
   • c) Lower the price immediately
   • d) Argue with the client

CRM Software

Proficiency in using CRM platforms for tracking and reporting.

1. What’s the main benefit of using a CRM system?
   
   • a) Stores only client email addresses
   • b) Tracks all interactions, supports reporting, and improves follow-up (Correct)
   • c) Automates payroll
   • d) Schedules office meetings
2. Which of the following is a popular CRM platform?
   
   • a) Notion
   • b) HubSpot (Correct)
   • c) Excel only
   • d) Google Docs
3. What feature is essential for sales reporting?
   
   • a) Customizable dashboards (Correct)
   • b) Video calling
   • c) File compression
   • d) Instant messaging

Note - Auto reject candidates if scores less than 70% in this section

One way video interview

Use tools like hirevue, whitecarrot.io to ask candidates pre-recorded questions about their experience and skills.

Use sample question given in scorecard.

Collect other information 

Collect data from shortlisted candidates, such as salary expectations and visa status.

"Shortlist in Seconds" – Use our CV scoring feature to get top candidate recommendation

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Manual candidate profile shortlisting:

Thoroughly review the CVs of the top scoring candidates from the automated process

Look for evidence of the required skills, experience, and achievements

Review the candidate’s portfolio or GitHub repositories to see examples of their work.