Sales Coordinator

4 months ago

Stafford, United Kingdom The Retrofit Academy CIC Full time

The Organisation

The Retrofit Academy (TRA) CIC is the driving force in retrofit skills and knowledge. Retrofit is the process of improving the homes we live in to make them warmer, healthier and to reduce their carbon emissions. This involves the improvement of the building fabric by installing insulation, improving the ventilation and building services in a property and often the replacement of fossil fuel heating with renewable sources like heat pumps. A relatively new discipline, TRA is leading the way in the provision of high-quality training and workforce development solutions for the sector.

Our vision is a world where every home is warm, healthy and low carbon and our mission is to train over 200,000 competent retrofitters by 2030. We have become a key partner to government and industry in the journey towards net zero.

Our values are Practical, Positive, Ethical and Empowering. We are a fast-growing business that has trained over 7,000 retrofitters since 2019, making us the UK market leader. We have received multiple awards recognising our excellence in the development and delivery of high-quality training.

The Role

As our business matures and scales, it is essential that we build a sales team that provides outstanding services to our key customers, both existing and new. This team is responsible for both securing high value sales from our blue-chip customers, and for ensuring that our customers are delighted by the service they receive.

As Sales Coordinator you will work across our sales team providing support across a range of functions. These include key account sales and management, workforce development and membership.

1. Key Account (Sales) Support

You will support our sales team in the following ways:

- Scheduling appointments for members of the sales team
- Attending client meetings in support of the sales team, taking notes, updating the CRM and ensuring follow ups are actioned
- Providing support to customers through the booking and activation processes
- Providing progress reports to customers
- Invoicing customers and supporting credit control when required
- Ensuring customers receive the products and services to which they are entitled, working closely with other areas of the business to ensure fulfilment is to a high standard

2. Workforce Development Modelling

We have developed unique tools that help us to build Workforce Development Plans for major employers.

You will lead the building of Workforce Models once the sales team has secured the sale. You will ensure that the subsequent Training Needs Analysis and Workforce Development Plans for our key members are executed quickly and to a high standard.
- Working with clients, secure and input key data into our Workforce Models to a high standard
- Brief account managers on findings and support them to share this information with clients.
- Attend client briefing meetings and ensure follow ups are put in place.
- Coordinating delivery reports to ensure customer are receiving a high quality of service.

3. Team Coordination

You will be a crucial member of the sales team by supporting a number of integrative activities, including:

- Organising team meetings and ensuring accurate actions and decisions are logged and followed-up.
- Conducting research into customers
- Analysing customer data
- Coordinating sales reporting and forecasting on a weekly basis
- Ensuring customer records are accurate and up to date on the CRM.
- Ensuring all sales collateral is up to date and that version control.
- Updating PowerPoint presentations
- Managing the team diary
- Forward planning account management and business development meetings

4. Customer Support

You will liaise directly with existing and potential customers to:

- Schedule appointments for members of the sales team
- Provide updates and reports on learner progress.
- Develop and update workforce models.

Person Specification
- We are looking for a highly organised individual with a passion for commercial aspects of business and determination to delight customers. You will be articulate, positive and collaborative, able to build brilliant relationships across the team, with other teams and with clients.
- You will be a great people-person, naturally willing and able to support busy team members. You will take lots of reward from helping the team to succeed. You will be willing to turn your hand to many different things, and to balance competing priorities in a calm and organised way.
- You will have outstanding planning skills and superb attention to detail. You will be the one who notices imperfections and who self-motivates to resolve them.
- Calm under pressure with true resilience.
- Motivated to tackle issues such as climate change and fuel poverty.
- Eager to make a difference and have an impact.
- Able to work under pressure and display a "can-do" attitude.

Qualifications, Skills, Experience and Knowledge

Qualifications:

- A business, marketing or sales qualification

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