Customer Development Executive – Financial Services (B2B)

CBC Recruitment Solutions; Liverpool; On-site; GBP 20,000 - 30,000; Full time

Job summary

A well-established financial services business in Liverpool is seeking customer development specialists to join their team. The role involves making warm outbound calls to existing customers, building relationships, and identifying new opportunities for the sales team. Candidates should have strong communication skills and attention to detail. This position offers potential career progression within the financial services sector.

Qualifications

• Experience in customer service or sales related environment preferred.
• Ability to work in a fast-paced environment.

Responsibilities

• Make warm outbound calls to build relationships and identify opportunities.
• Promote the range of services and products.
• Manage contacts and schedule follow-up calls.

Skills

Excellent communication skills

Attention to detail

Self-motivated

Job description

Overview

Our client is a well established financial services business who provide funding solutions to small businesses across the UK. They are growing significantly, and are looking for a number of customer development specialists to join their dynamic team in central Liverpool.

The role is responsible for making warm outbound calls to existing business customers in order build and maintain lasting relationships and to identify new opportunities, which would be passed onto the field sales team.

Responsibilities

• Make warm outbound calls to existing business customers to build and maintain lasting relationships and identify new opportunities to pass to the field sales team.
• Promote the range of services and products offered by the business.
• Build a pipeline of contacts and manage these contacts in terms of diarising call backs/keep in touch calls throughout the year.

Qualifications

• We are looking for candidates who have had some work experience, ideally within a similar customer service or sales related environment; however this isn’t essential.
• Excellent communication skills.
• Good attention to detail.
• Self motivated and able to work in a fast paced environment.
• This role is seen as a stepping stone into the financial services sector, and offers genuine career progression for ambitious individuals.