Sales Process

Overview

Our client is looking for a professional, highly organised individual to join the their team in an office-based role that sits at the core of the business. The primary focus of this role is to keep internal processes on track, acting as the internal heartbeat for day-to-day sales process activity and ensuring enquiries and opportunities are progressed efficiently and consistently.

With clear ownership of internal processes and accountability at each stage, this role supports the smooth flow of activity from initial enquiry through to order, bringing structure, visibility, and momentum to the business. Working closely with the Directors and the wider team, this individual helps ensure actions are followed through, priorities are clear, and nothing stalls or slips through the gaps.

The position supports key accounts nationally ensuring customers are well supported through strong internal coordination, with some involvement in sales-related activity where appropriate. The role is delivery-focused and process-driven, suited to a self-starter who thrives on structure, takes ownership, and is comfortable keeping multiple moving parts aligned and moving forward. The role is primarily office-based, with occasional site visits and attendance at industry events where appropriate.

Key Responsibilities

Sales Process Ownership & Compliance

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Adhere to their company sales process, ensuring each stage is fully actioned and recorded, and take responsibility for maintaining the integrity of the sales process and driving continuous improvement.

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Own, update, and monitor pipeline activity, flagging risks, delays, or opportunities to Sales Directors.

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Track opportunities and project progress, ensuring customers are kept informed as required.

CRM (Salesforce) Management

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Maintain accurate, up-to-date customer and opportunity records in Salesforce and ensure all interactions, notes, tasks, and next steps are logged correctly & promptly.

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Set and manage reminders, follow-ups, and actions within Salesforce.

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Support continuous improvement of CRM usage, reporting, and data quality.

Quoting & Proposals

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Generate, prepare, and submit customer quotations in line with company procedures.

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Assist with the preparation of project proposals and supporting documentation consisting of technical, commercial, and operational inputs.

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Track quotation status and proactively follow up with customers.

Support to Sales Directors

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Work closely with Sales Directors to track tasks, priorities, and deadlines as well as providing reminders, updates, and structured follow-up to support commercial activity.

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Coordinate meetings, calls, and internal/external appointments as required.

Customer & Account Management

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Support assigned national accounts, acting as a consistent and reliable point of contact.

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Proactively contact customers to provide updates, follow up enquiries, and resolve queries where appropriate.

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Help maintain positive, long-term customer relationships through clear communication and follow-through. This will lead to the identification of repeat business, upselling, or cross-selling opportunities and feeding these back to the Sales Directors.

Marketing & Business Development Support

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Provide sales data to support marketing campaigns, case studies, and content as well as supporting them with customer insights, feedback, and pipeline information.

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Attend trade shows, exhibitions, and industry events on occasion, representing the company professionally.

Operations & Wider Business Support

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Support the general day-to-day operations of the business where required.

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Attend site visits where appropriate to support customer relationships or project understanding.

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Assist with internal reporting on account performance and activity.

Skills & Experience Required

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Experience within the construction industry desirable, ideally within civil engineering or earthworks.

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5+ years’ experience in account management, sales support, or commercial operations.

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Strong organisational skills with the ability to manage multiple accounts and priorities.

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Excellent communication skills, particularly confident telephone communication.

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Strong computer skills, with confidence using Microsoft Office and business systems.

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Experience using CRM systems, with Salesforce experience highly desirable.

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Experience with quotation generation, proposals, and order progression.

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Proactive, detail-focused, and comfortable taking ownership and accountability.

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Self-starter, able to work independently while collaborating closely with the wider team.

What's On Offer

The opportunity to join a business in a strong growth and expansion phase, with clear future plans. With this, comes long-term development and progression opportunities, including exposure to and potential movement across our sister companies as the group grows. Their working enviornment is a modern, high-end office based in North Leeds, designed to support collaboration and productivity along with a vibrant, supportive team environment within an innovative and forward-thinking business. It's a primarily office-based role, with flexibility and hybrid working options available over time as the role and relationships develop. The successful candidate will have a chance to play a key role in shaping processes and systems within a growing organisation.

If you feel your experience and future aligns with this exciting opportunity, apply now