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To work directly for your Branch to grow the Client portfolios and develop business, be it existing or new. You will not only have the support of the Branch Managers as a Direct report but indirectly with the Customer Service Team nationally to expand the brand to a UK Customer base through effective Account Management and New business acquisition with target bonuses on KPI
Key Responsibity
- Development of New business Communication with customers on the telephone (training and messaging will be provided)
- Profiling and understanding new & existing customer base identifying future opportunities with a view to upselling wider services
- Setting appointments for Branch/ Commercial Managers where appropriate • Joint visits to customers with Branch/ Commercial Managers where appropriate
- Record Management: Ensuring that all data recorded in Zoho CRM system is entered correctly, progressed appropriately and maintained, including updating contact information in line with GDPR. •
- Data Analysis / Quality Check: Undertake a full analysis of the data in the Zoho CRM system to ensure that it is quantified and supports both the Sales, Marketing and Customer Service function.
- Support the transition of new business into the organisation by ensuring that the New Customer Reports (NCR’s) are completed correctly, understood by Operations, and that appropriate SOP’s have been put in place.
- Responding to returned client enquiries with email campaigns.
