Sales and marketing roles
Sales and marketing work leaves a trail: replies, approvals, pricing rules and follow-ups. These guides cover three roles where that trail is the evidence.
Try CalavionWhat does real-work assessment look like for sales and marketing roles?
Commercial work is often judged by outcomes that arrive months later. A real-work exercise looks at the earlier evidence: how an applicant reads a prospect, handles an objection inside a pricing rule, or chases an approval before a launch.
The three roles differ in what the case turns on. A sales representative case turns on an objection and a rule about discounts. An SDR case turns on qualifying a vague reply. A marketing coordinator case turns on a change, an approval and a deadline.
Status in one line
Calavion has run one exercise end to end, a customer service cancellation case. For every other role on this page, Calavion would build the exercise with your company from a case your team has handled.
What you review
A Replay: what was available, what the applicant did and wrote, what changed and what stayed open. Calavion does not score or rank applicants. You decide.
Which sales and marketing roles have a guide?
Each guide has its own scenario, skills, questions and limits. Open the one that matches the role you are hiring.
| Role guide | Typical work | Example scenario in the guide | What needs another method |
|---|---|---|---|
| Sales representative assessment | Objections, pricing rules and follow-up | A discount request | Sales calls and live pitches are not covered |
| Sales development representative assessment | Prospect replies, qualifying and next steps | A vague reply and a defensible next step | Cold calling is not covered |
| Marketing coordinator assessment | Campaign changes, approvals and partner messages | An offer change two days before launch | Creative quality and analytics are not covered |
Which skills do these roles share?
The skills below appear in several guides on this page. Each guide shows how they look in that role.
| Skill | Why it matters in these roles | What the employer would see in Replay |
|---|---|---|
| Reading the situation first | A thread, notes or a plan comes before any message | Which records the applicant opened before replying |
| Honesty about what is possible | Discounts, product fit and approvals all have limits | Whether any claim went beyond the records |
| Concise written replies | Prospects, partners and colleagues read quickly | The replies as written |
| Judgment about the next step | Book, chase, hold or drop | The next step the applicant chose and the reason in the notes |
| Clear handover | An account executive, a partner or a colleague takes over | The handover note |
Selling roles
Sales representative and SDR cases turn on a prospect’s reply, a qualification or pricing rule and a defensible next step.
Marketing coordination
A marketing coordinator case turns on a plan, an approvals trail and a partner waiting for copy. It does not judge creative quality.
What does Calavion not cover in these roles?
Cold calling and live pitches; live negotiation; creative and design quality; analytics and platform skills. Calavion does not record voice or video or run live tools.
Use another method for those, alongside a written exercise. Each guide lists the common alternatives. See also where Calavion applies and what makes work suitable.
Sales and marketing roles: common questions
Short answers about assessing sales and marketing roles.
Which sales and marketing roles can Calavion assess?
The guides cover sales representative, sales development representative and marketing coordinator. Only the customer service cancellation case has been built and run so far. For these roles, Calavion would build the exercise with your company.
Is an SDR the same as a sales representative?
The titles are used loosely. An SDR usually finds and qualifies leads and books meetings, while a sales representative usually runs the sale and closes it. The guides treat them as separate cases.
Can Calavion assess creative or design work?
No. The exercise is built around written cases with records and message threads. Creative quality needs a portfolio review or a separate task.
How do we start?
Bring one case your team has already handled. Calavion prepares the exercise with you, you approve it, and you invite applicants. Launch access is free for our first three companies. After that, Starter is $49 a month and Business is $149 a month, with Enterprise quoted.
Related role families
See Customer support and success roles, People and office roles, or all roles. Method background: how to choose real work for a hiring exercise, work samples, take-homes and job simulations compared and the Evidence Ladder.
Build this exercise with us.
Bring one case your team has handled. Launch access is free for our first three companies. Calavion prepares the exercise with you, by hand, and you approve it before any applicant sees it.