Support lead generation activities through market research, networking, referrals and marketing campaigns
Support customer communications and relationship management
Identify and qualify prospective customers within NHS and private healthcare organisations
Assist in preparing proposals, quotations, presentations and customer communications
Participate in customer meetings, account reviews and product demonstrations
Build and maintain positive relationships with customers and stakeholders
Identify opportunities for upselling, cross-selling and account growth
Support attendance at exhibitions, conferences, webinars and industry events
Develop a detailed understanding of products, services, customers and healthcare markets
Attend customer visits and meetings
Maintain CRM records, KPI packs and Account Development Plans
Sales Operations & Commercial Support
Maintain accurate and up-to-date customer, opportunity and activity records within the CRM system
Monitor sales pipelines and ensure opportunities are progressed and recorded appropriately
Produce weekly and monthly sales activity, pipeline and performance reports
Assist with sales forecasting and revenue tracking activities
Analyse customer and sales data to identify trends, opportunities and areas for improvement
Support the preparation of management dashboards, KPIs, Review packs
Coordinate commercial documentation including quotations, contracts and tender tracking
Support account planning and customer review processes
Assist with implementation and adoption of CRM and sales enablement tools
Ensure sales data integrity, compliance and reporting accuracy
Process Improvement & Business Intelligence
Conduct market and competitor research to support commercial planning
Identify opportunities to improve sales processes and customer experiences
Assist in developing and maintaining sales procedures and best practice guidance
Support continuous improvement projects across sales and customer service functions
Share insights and recommendations with managers to support strategic decision-making
Marketing campaigns work with the marketing team to build campaigns
Research our customer base, share the research with the wider team
Performance Measures
Successful completion of the Level 4 Sales Executive Apprenticeship
Accuracy and completeness of CRM records
Number and quality of qualified sales opportunities generated
Timely production of sales reports, KPI packs and dashboards
Pipeline management and forecasting accuracy
Contribution to sales process improvements
Training
Teaching and learning the skills, knowledge and behaviours to be a competent Sales Executive.
After the apprenticeship
This apprenticeship offers an excellent opportunity to build a long-term career in sales and commercial operations within the healthcare technology sector. By gaining hands-on experience and a Level 4 Sales Executive qualification, you could progress into roles such as Sales Executive, Business Development Executive, Account Manager or Sales Operations Specialist, with opportunities to develop into senior commercial and management positions.
Things to consider
Work Experience Requirements
Essential…
Previous customer service, retail, administration or sales experience
Desirable…
Experience supporting events, exhibitions or marketing campaigns
Experience using a CRM system such as Zendesk, Pipedrive, Salesforce or similar
Experience producing reports using Excel and CRM
Experience maintaining accurate records and databases
Understanding of business processes and continuous improvement principles
Knowledge of the NHS or healthcare sector
Entry requirements
GCSEs: English grade 4; Maths grade 4
What you’ll need
GCSE
English: 4
GCSE
Maths: 4
Previous customer service, retail, administration or sales experience
Experience supporting events, exhibitions or marketing campaigns
Experience using a CRM system such as Zendesk, Pipedrive, Salesforce or similar
Experience producing reports using Excel and CRM
Experience maintaining accurate records and databases
Understanding of business processes and continuous improvement principles
Knowledge of the NHS or healthcare sector
English grade 4; Maths grade 4.
Skills: Administrative skills, Communication skills, Creative, Customer care skills, Driving License, Flexible, Initiative, IT skills, Organisation skills, Problem solving skills, Resiliance, Sales Skills, Team working
Taken from the listing. Check the full advert before you apply.