Sales support - creative private equity!

  • Salary:£40,000-£55,000 per annum bonus and benefits
  • Location:London West End
  • Term: Permanent
  • Posted:20 Mar 2014

This Client is one of my favourites. I have worked with them once before but have not forgotten the totally refreshing outlook the Partners have to Investment. They are very much in their own sphere and have been and are extremely successful individuals at the top of their game who invest with smiles on their faces. They are based in the heart of the West End and you won't find a more balanced investment company to work for.

They are looking for a Sales Support individual. Please find a job spec below:

Sales Support Structure

Three modules to sales support:

  1. Design and production of sales support material

  2. CRM

  3. Front line response 

Design and production of sales support material:

There is a range of printed and electronic material that needs to be produced on a regular basis. Each will have templates (which may need changing from time to time)  and sets of standard information that will need collating and updating.

  • Monthly factsheets

  • Quarterly reviews

  • RFPs

  • Presentation packs

  • Website

  • Ad hoc sales material

  • PR and press


Customer Relationship Management:

Main purpose of this is to make sure respective head of sales is on top of client needs, and sales lead progress.

Two strands to this:

  • Existing clients

  • Sales prospects

We need a way of tracking and managing each client/lead to see:

  • Contact details (including any relevant links to any other contact, relevant background info)

  • When contacted

  • How contacted

  • Content of contact

  • What was last asked for/sent and what is needed next

This can then be fed into diary/contact management to make sure each client/lead has an appropriately scheduled next contact date (and method).  Also need method of bringing on board any new contact.  There will also be a link back into sales support material if CRM generate a need for new material.


Frontline Response

First point of contact in office for clients and enquiries.  Either deals directly with request or passes onto head  of sales. Makes use of CRM records and sales materials.

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