Core Competencies:
- Ethics. Works with integrity; Upholds organizational values.
- Dependability. Follows instructions and responds to management direction; results-oriented and committed to achieving objectives and tasks as required.
- Teamwork and Collaboration. Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively.
- Professionalism. Tactfully approaches others, reacts well under pressure, treats others respectfully, and is accountable for all actions and decisions.
- Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports the organization’s goals and values.
- Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
- Decision-Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results.
- Cognitive Ability. High intelligence, problem-solving/initiative, dependability, and ability to access and navigate relevant APIs.
Key Responsibilities:
- Follow up on quoted projects and existing sales leads from the past 12 months using HubSpot CRM.
- Contact prospects and customers via phone and email to determine project status, identify current decision-makers, and uncover new business opportunities.
- Gather key project information, including whether the project is proceeding, if the original contractor was successful, and who was ultimately awarded the project.
- Maintain accurate and up-to-date customer, project, and opportunity records within HubSpot CRM.
- Research and identify updated contacts when previous decision-makers are no longer involved.
- Prepare and send professional follow-up emails while maintaining clear and consistent communication with prospects.
- Follow established sales support processes, workflows, and call procedures to ensure consistency and data accuracy.
- Escalate qualified opportunities and important project updates to the UK sales team.
- Meet daily and weekly KPIs for outbound calls, CRM updates, and follow-up activities.
- Provide ongoing administrative and sales support as required, with the opportunity to transition into a broader administrative support role.
Qualifications:
- Proven experience in Sales Support, CRM Administration, Customer Service, Lead Follow-up, or a similar role.
- Hands-on experience with HubSpot CRM or other CRM platforms is highly preferred.
- Strong experience conducting outbound calls and following up with customers and prospects.
- Excellent verbal and written English communication skills with a clear, professional, and neutral accent.
- Confident in communicating over the phone and comfortable making outbound calls for several hours each day.
- Strong written communication skills with the ability to draft accurate and professional emails using tools such as Microsoft Copilot, ChatGPT, or similar AI writing assistants.
- Tenacious and persistent, with the ability to identify the correct contacts and consistently follow up on opportunities.
- Strong attention to detail with the ability to accurately update CRM records and maintain data integrity.
- Process-driven and able to follow documented workflows, procedures, and call scripts.
- Self-motivated, dependable, and capable of working independently while achieving KPIs.
- Excellent organizational, time-management, and multitasking skills.
- Participate in regular performance reviews and one-on-one coaching sessions with the UK-based manager.