Sales Advisor

 

Outbound Customer Growth

• Proactively contact existing SMB customers to:
• Protect customers at risk of churn.
• Support contract renewals and retention activity.
• Identify upsell and cross‑sell opportunities aligned to customer needs.
• Hold confident, value‑based conversations focused on long‑term customer outcomes.
• Clearly explain products, pricing, and contract terms.
• Ensure customers receive correct information and documentation before orders are placed.

Inbound Support (When Required)

• Support inbound call volumes during busy periods.
• Identify upsell and cross‑sell opportunities aligned to customer needs efficiently and professionally.
• Take ownership of issues through to resolution, using correct processes.
• Deliver a consistent customer experience across inbound and outbound activity.

Customer & Process Excellence

• Maintain accurate customer records and contact details.
• Follow all sales, compliance, and data protection requirements.
• Use CRM and sales systems correctly at all times.
• Escalate risks, complaints, or vulnerabilities appropriately.
• Work closely with wider teams to resolve issues and improve outcomes.

Performance & Collaboration

• Deliver against agreed performance measures, including quality, retention, and growth.
• Actively engage in coaching, feedback, and development sessions.
• Support a “one team” culture by sharing best practice and helping colleagues.