Client Onboarding Specialist

Jobtailor; Birmingham; On-site; GBP 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a senior sales professional in Birmingham to generate revenue and promote Trade & Working Capital product offerings. You will identify prospects, analyse needs and build tailored proposals to win new business.

You'll manage relationships with clients and internal partners, monitor lead conversion, and contribute to sales strategy with a proactive, results-driven approach.

Qualifications

• 5+ years of experience in sales or client onboarding.
• Strong interpersonal and stakeholder management skills.
• Solid technical skills and commercial acumen.
• Ability to identify and resolve issues proactively.

Responsibilities

• Generate revenue and promote the bank's Trade & Working Capital product offerings.
• Identify potential customers and analyse their needs.
• Manage relationships with potential and existing customers.
• Develop compelling sales pitches and proposals.
• Monitor lead conversion rates and sales performance.

Skills

Sales experience

Client onboarding

Stakeholder management

Interpersonal skills

Lead generation

Job description

• Generate revenue and promote the bank's Trade & Working Capital product offerings
• Identify potential customers and analyse their needs
• Manage relationships with potential and existing customers
• Develop compelling sales pitches and proposals
• Monitor lead conversion rates and sales performance

Requirements

• 5+ years of experience in sales or client onboarding
• Solid technical skills and commercial acumen
• Excellent interpersonal skills and confidence in engaging with internal partners
• Stakeholder management capabilities
• Ability to identify and resolve potential issues proactively

Core Competencies

Demonstrates strong sales acumen with over 5 years of experience in client onboarding and relationship management, focusing on Trade & Working Capital products. Proficient in developing sales strategies and proposals while effectively engaging stakeholders and resolving issues proactively.

Highest-signal resume keywords

• Sales Experience
• Client Onboarding
• Stakeholder Management
• Lead Conversion Monitoring
• Interpersonal Skills

ATS Optimization Keywords

Soft Skills

• Excellent Interpersonal Skills
• Confidence in Engagement
• Proactive Issue Resolution

Industry Keywords

• Trade Products
• Working Capital
• Revenue Generation
• Sales Performance
• Customer Needs Analysis