Main Duties & Responsibilities

Sales Development & Customer Engagement

• Support lead generation activities through market research, networking, referrals and marketing campaigns
• Support customer communications and relationship management
• Identify and qualify prospective customers within NHS and private healthcare organisations
• Assist in preparing proposals, quotations, presentations and customer communications
• Participate in customer meetings, account reviews and product demonstrations
• Build and maintain positive relationships with customers and stakeholders
• Identify opportunities for upselling, cross-selling and account growth
• Support attendance at exhibitions, conferences, webinars and industry events
• Develop a detailed understanding of products, services, customers and healthcare markets
• Attend customer visits and meetings
• Maintain CRM records, KPI packs and Account Development Plans

Sales Operations & Commercial Support

• Maintain accurate and up-to-date customer, opportunity and activity records within the CRM system
• Monitor sales pipelines and ensure opportunities are progressed and recorded appropriately
• Produce weekly and monthly sales activity, pipeline and performance reports
• Assist with sales forecasting and revenue tracking activities
• Analyse customer and sales data to identify trends, opportunities and areas for improvement
• Support the preparation of management dashboards, KPIs, Review packs
• Coordinate commercial documentation including quotations, contracts and tender tracking
• Support account planning and customer review processes
• Assist with implementation and adoption of CRM and sales enablement tools
• Ensure sales data integrity, compliance and reporting accuracy

Process Improvement & Business Intelligence

• Conduct market and competitor research to support commercial planning
• Identify opportunities to improve sales processes and customer experiences
• Assist in developing and maintaining sales procedures and best practice guidance
• Support continuous improvement projects across sales and customer service functions
• Share insights and recommendations with managers to support strategic decision-making
• Marketing campaigns work with the marketing team to build campaigns
• Research our customer base, share the research with the wider team

Performance Measures

• Successful completion of the Level 4 Sales Executive Apprenticeship
• Accuracy and completeness of CRM records
• Number and quality of qualified sales opportunities generated
• Timely production of sales reports, KPI packs and dashboards
• Pipeline management and forecasting accuracy
• Contribution to sales process improvements

Teaching and learning the skills, knowledge and behaviours to be a competent Sales Executive.

Secure on-site parking with EV charging available (free to employees).