ResponsibilitiesClient Engagement: Actively engage with potential clients through various channels, including phone calls, emails, and in-person meetings.
Build and maintain strong relationships with prospective clients.
Sales Support: Assist the sales team in identifying new business opportunities and preparing proposals, presentations, and contracts.
Market Research: Conduct market research to identify new trends, opportunities, and potential areas for business expansion.
Lead Generation: Generate and qualify leads through networking, cold-calling, and utilizing CRM tools—schedule appointments for the sales team with prospective clients.
Documentation and Reporting: Maintain accurate records of sales activities, client interactions, and progress.
Prepare regular reports on sales metrics and targets.
Event Coordination: Assist in organising and participating in industry events, trade shows, and networking events to promote the firm's services.
Client Onboarding: Facilitate the onboarding process of new clients by coordinating with the accounting and customer service teams.
Product Knowledge: Develop a thorough understanding of the accounting services and effectively communicate the benefits and features to potential clients.
Qualifications: Previous experience or exposure in sales or customer service, preferably in the accounting or financial services sector.
Excellent communication and interpersonal skills.
Proficient in Microsoft Office Suite and ZOHO ( beneficial) CRM software.
Strong organisational and time-management abilities.
Self-motivated with a results-driven approach.
A professional demeanor and appearance.
Ability to work both independently and as part of a team.
Benefits: Competitive salary with performance-based incentives.
Opportunities for professional development and career growth.
Supportive and collaborative work environment.