Sales Executive (Temporary Contract)

Data Careers; Devon and Torbay; Hybrid; GBP 80,000 - 100,000; Part time

Job summary

A leading recruitment firm is seeking a Client Follow-Up Specialist for a temporary contract in the Devon area. The role involves proactive outbound calling to engage clients who have shown interest in services. You will record client decisions, update CRM records, and maintain a professional tone in sensitive discussions. The ideal candidate has strong telephone communication skills and experience with CRM systems. This full-time position operates from Monday to Friday, with a competitive hourly or daily rate offered.

Qualifications

• Proven ability to follow structured call flows and manage client conversations.
• Experience with proactive outbound calling to secure client decisions.

Responsibilities

• Proactively contact clients whose leads have been qualified.
• Update CRM records in real time ensuring data is accurate.
• Work to daily and weekly contact targets.

Skills

Excellent telephone communication skills

Experience using CRM systems (Zoho)

Customer-centric mindset

Strong attention to detail

Self-motivated

Tools

CRM Systems

Job description

Job Description

Client Follow-Up Specialist (Temporary Contract)

Location: Devon area / Remote working

Hours: Monday to Friday 09:00 17:15

Contract Type: Temporary Contract (6 week contract)

Compensation: Competitive hourly or daily rate

Purpose of Role

The Follow-Up Specialist plays a critical role in driving revenue conversion from qualified leads. This position focuses on proactive outbound calling to clients who have already received details of services and costs with the objective of securing a clear decision to proceed, reschedule or close off the opportunity.

Key Responsibilities

• Proactively telephone clients whose leads have been qualified as deals.
• Engage professionally and clearly with clients to confirm whether they wish to proceed with the service.
• Where the client confirms they wish to proceed take payment over the phone in line with company process and record details accurately.
• If the client no longer wishes to proceed close the deal in the CRM and record the correct loss reason.
• If the client requires further information schedule a follow‑up call in the CRM for an Advisor to make contact.
• Update CRM records in real time ensuring data is accurate and up to date at all times.
• Work to daily and weekly contact targets to support the achievement of revenue goals.
• Always maintain a professional and empathetic tone recognising the sensitive nature of Continuing Healthcare discussions.
• Escalate any complex or sensitive client matters to the appropriate internal team.

Key Skills & Experience

• Excellent telephone communication skills able to build rapport quickly and manage client conversations confidently.
• Proven ability to follow structured call flows and handle decision‑based conversations.
• Experience using CRM systems (preferably Zoho or similar)
• Strong attention to detail and disciplined in accurate data entry.
• Customer‑centric mindset with a focus on clear outcomes.
• Self‑motivated and able to work independently in a remote environment.

Required Experience: IC

Key Skills

Business Development, Customer Service, Revenue Growth, Cloud, Account Management, CRM, New Customers, ROI, Sales Activities, Territory, Business Relationships, Sales Floor, Sales Goals, Sales Process, New Clients

Employment Type: Full-Time

Experience: years

Vacancy: 1