Purpose of the Role
- To deliver consistent sales performance by managing a defined customer portfolio, applying advisory-lite selling techniques, and maximising acquisition and cross-sell opportunities within approved product frameworks.
Overview of Role Responsibilities (Level 1-13)
Customer Relationship Development / Prospecting- Level 3 - Process Specialist
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Sell Customer Propositions- Level 3 - Process Specialist
- Identify a selection of products or services that may meet the customer's requirements, explain the product/service features and standard terms of sale to the customer, and invite the customer to make a selection and purchase at the standard price/terms and conditions of sale.
Service-Related Upselling and Cross-selling- Level 3 - Process Specialist
- Contribute to presenting additional products/services during service interactions.
Sales- Level 3 - Process Specialist
- Carry out routine sales support tasks and provide help to others.
Sales Pipeline and Forecast- Level 3 - Process Specialist
- Assist others in performing basic tasks related to sales pipelines and forecast.
Required Skills
Initiates Compelling Sales Conversations - Basic
- Works at a basic level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works under close supervision.
Knows the Buying Influences - Basic
- Works at a basic level to accurately identify and understand the key buying influences pertaining to an opportunity. Typically works under close supervision.
Systems and Tools - Sales - Intermediate
- Works at an intermediate level to leverage customer relationship management (CRM) software, sales automation platforms, and other relevant sales technologies to manage customer relationships, develop sales proposals, track sales performance, and optimize the sales process. Typically works with guidance.
Direct Sales - Basic
- Works at a basic level to maximize the volume and value of sales made directly with clients and accounts. Typically works under close supervision.
Customer-Focused Approach - Intermediate
- Works at an intermediate level to orient the organization around delivering to the key needs of customers. Typically works with guidance.
Builds Rapport - Intermediate
- Works at an intermediate level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works with guidance.
General Experience
- Basic experience of simple office / operational systems (Minimum 6 months)
Managerial Experience