My client, a UK based company is looking for a Sales Consultant to engage with Existing and New Clients.

Client Engagement & Conversion

Manage and close deals with three categories of clients:

Hot clients — newly referred via accountants and ready to engage.
Warm clients— existing in our system through active accountant referral.
Cold clients— past leads with lapsed accountant relationships.
Re-engage cold clients by obtaining updated data, reintroducing the platform, and converting them back into active users.
Conduct savings consultations across core categories: energy, water, mobile, telecoms, and card payments.

New Business Generation

Proactively cold-call potential leads and businesses to introduce the service.
Identify new prospects and convert them into warm leads through persuasive outreach and rapport-building.

Appointment Setting

Schedule high-quality appointments for both APMs (Accountant Partnership Managers) and Senior CPMs with accountants and key clients.
When your performance is strong, you may co-attend larger client meetings with a Senior CPM, helping deepen relationships and close strategic deals.

CRM & Pipeline Management

Maintain accurate and up-to-date records in our CRM, tracking leads, pipeline stages, client interactions, and outcomes.
Collaborate closely with APMs and Sales Team to drive seamless handovers and maximise conversion.

Perfect spoken and written UK English— impeccable communication with business owners and accountants.
Enthusiastic and energetic presence, even over the phone.
An intuitiveunderstanding of different client personalities, with the ability to tailor your pitch accordingly.
Expertise with hot, warm, and cold leads, knowing how to transition them through the funnel with tact and persistence.
Strong phone and rapport-building skills— especially in cold outreach.
Prior experience in B2B sales or business development(ideally 3+ years), preferably across SME or fintech sectors.
Comfortable selling across verticals: energy, water, mobile, telecoms, card payments.
Quick learner and adaptable — able to pick up tools, sector knowledge, and client dynamics swiftly.
Excellent numeracy and commercial awarenessto discuss savings and outcomes credibly.

TBC

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