Membership and Consultancy Team Lead

20 hours ago


Plymouth, Plymouth, United Kingdom Austin Fraser Full time
Role Description:

Austin Fraser is seeking a Membership and Consultancy Team Lead to join our dynamic team. As a key member of our sales and customer success team, you will be responsible for delivering exceptional service to our clients, driving growth and identifying opportunities for innovation and improvement.

Key Responsibilities:
  • Lead a team of professionals in providing assistance to clients, ensuring that the service they receive exceeds expectations.
  • Develop and implement strategies to identify and secure growth with our Advisor members.
  • Collaborate with internal teams to align business development efforts with overall company goals.
  • Prepare and present regular reports on membership and consultancy activities and outcomes to senior management.
  • Conduct regular 1-2-1 meetings with team members, provide coaching and feedback to help develop their skills.
Client Engagement:
  • Act as primary contact for all clients, directing incoming calls or dealing with them personally if suitably qualified.
  • Anticipate client needs and ensure expectations are always exceeded, offer and carry out service reviews with existing Advisor members.
Sales Strategy:
  • Identify sales opportunities when communicating with clients, up- and cross-selling as appropriate.
  • Outbound calling to clients to generate new business opportunities.
  • Maintain a flexible, positive, can-do attitude and go above and beyond to exceed our clients' expectations.
Administrative Duties:
  • Process training and consultancy bookings on our internal booking system.
  • Liaise with our Service Support and Delivery teams, ensuring we deliver a first-class service all-round.
  • Update and input records of all contact made on the CRM System.
Requirements:
  • Proven experience in a sales and customer service role, administration role competent in MS Word, Excel and Outlook.
  • Ability to self-manage a demanding workload whilst remaining focused on the task in hand.
  • The ability to act as an effective team player with drive, energy and passion to motivate self and fellow team members.
  • Excellent communication skills - both written and verbal - and attention to detail.
Remuneration:

We offer a competitive salary of £48,000 - £58,000 per annum, depending on experience, plus benefits including pension scheme, life assurance, and annual leave entitlement.



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