Client Development Coordinator

Job Purpose

  • To professionally source new business opportunities and generate leads and appointments through internal/external sources on behalf of the Sales & Marketing team. To develop and maintain an accurate and up to date CRM system in line with the company’s expectations and financial objectives.


Position in the Organisation

  • The job holder reports to the Head of Sales and Marketing
  • The following positions liaise closely with the job holder
    • Business Development Manager
    • Marketing Manager
    • Sales Team


Key Measures of Success

  • To ensure all projects meet “Target, Time, Budget
  • Individual responsibility for developing and maintaining the company’s CRM system to meet business objectives.
  • Individual responsibility to arrange qualified appointments on behalf of the sales team to new and existing customers.
  • Generate and follow up marketing leads/campaigns to gain new contacts with an interest in our services and pass live lead generation to the sales team for action.
  • To strengthen, coordinate, update and regularly demonstrate the value of the order pipeline.
  • To demonstrate success in targeting sales opportunities across all industry-relevant sectors to reflect the business’ desire to diversify.

“Target, Time, Budget”

  • Target – The full needs of the customer are met in terms of project experience and outcome.
  • Time – To ensure company and individual project deadlines are met.
  • Budget – Both the client and JLPF budgets are met.


Areas of Responsibility

  • To make full use of the company’s CRM system including the accurate uploading and cleansing of data on a regular basis.
  • To secure appointments that co-ordinate with the diaries and geographical locations of the field sales team.
  • To co-ordinate with the Business Development Manager to ensure non duplication of sales leads and pro-active sales and marketing campaigns.
  • To identify shortfalls in the order pipeline and work with the Marketing Manager to suggest appropriate ideas for marketing activities ensuring that campaigns are followed up and evaluated.
  • To work with others as required to secure larger, more profitable contracts based on opportunities created in the order pipeline.
  • To produce accurate and timely reports on progress and state of the order pipeline and CRM system.
  • To accurately and punctually complete sales order checklists and other sales-related reports as instructed by the Head of Sales and Marketing.
  • To ensure accurate decisions are made to minimise any potential risk to the customer and the business.
  • To assist in organising trade shows and exhibitions and accurately record and follow up all interest generated.
  • Strengthen market reputation through quality of customer experience and marketing activities.

Salary is negotiable and will depend upon skills and experience.

If you think you’re the person we are looking for then please upload your CV or contact us via email detailing your suitability for the role.


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