UNDERSTAND THE APPOINTMENT
Commercial and service hires with a clear mandate
Sales and customer service recruitment becomes more effective when the role's commercial or service mandate is explicit. Start with the product or service, customer type, route to market and length of the sales or support cycle. Then distinguish new-business development, account growth, order support, complaint resolution and team leadership. Each calls for a different kind of experience and conversation.
Describe how performance is understood in your business, the territory or customer portfolio involved and the support available from marketing, operations or delivery teams. For South African roles, include travel, shifts, contact-centre hours, site attendance and language needs where they are genuinely relevant to serving customers. Candidates should understand both the targets or service standards and the resources, handovers and decision rights around the role. Make clear whether the vacancy is growth, replacement or a newly created responsibility. The answer shapes the level of independence and change management the hire needs.
MAKE THE CONVERSATION COUNT
Test the full customer-facing role
Ask for examples that establish context before performance: the offer, customer, sales cycle, account ownership and team support. Explore how the candidate identifies opportunities, follows through, handles objections or restores a service interaction. This gives a more balanced view than treating a headline sales figure as a complete measure of contribution.
A structured role-play or account scenario can reveal preparation, listening and communication. Keep it relevant to the customer conversation your team actually has, and explain the criteria in advance. Include stakeholders from sales, service and operations when the appointment depends on good handovers after the first conversation or order. Debrief the exercise with consistent questions about choices, alternatives and next steps. This shows how the candidate reflects as well as how they present. Assess preparation and follow-up thinking alongside performance in the conversation itself.