Internal Sales Executive
Salary: £28,000–£33,000 depending on experience
Location: Leatherhead
Hours : 08:30 – 17:00 Mon-Thurs & Friday 08:30 – 16:30
Contract Type: Permanent, full-time
Job Description
The Internal Sales Executive is responsible for providing technical product selection support and advice to customers and specifiers within the building services in
This is primarily an office-based, customer-facing role focused on responding to inbound enquiries, preparing accurate quotations and developing commercial opportunities. The successful candidate will develop an in-depth understanding of the company's products, their operation and their applications.
The role requires strong attention to detail, technical curiosity, excellent communication skills and a structured approach to sales follow-up and customer relationship management.
Main Responsibilities
Use technical knowledge to assist customers and specifiers with product selection.
Liaise with the technical department to resolve product and application queries.
Develop a good understanding of products and systems.
Provide support to installation and service teams.
Respond promptly to incoming enquiries and prepare accurate, timely quotations.
Identify opportunities for equipment sales, planned maintenance and upgrades.
Proactively follow up quotations and develop new sales opportunities.
Support marketing activities and represent the company at selected trade shows and through LinkedIn.
Maintain accurate CRM records and associated documentation.
Specific Responsibilities
The role includes, but is not limited to, the following:
Record incoming enquiries in HubSpot and create leads.
Prepare and issue accurate quotations within agreed timescales, recording opportunities as deals in HubSpot.
Follow up quotations and respond to technical and commercial queries.
Liaise with manufacturers to obtain technical support, product information and training.
Use CRM and job management systems effectively.
Attend trade shows and industry events where the company is exhibiting.
Work towards agreed sales targets.
Meet regularly with the Internal Sales Manager to review the sales pipeline, performance and progress.
Maintain and develop long-term customer relationships.
Sales and Pre-Sales Technical Enquiries
Ensure all enquiries are handled promptly and recorded accurately.
Identify and escalate commercial opportunities arising from technical enquiries.
Ensure technical advice and recommendations are appropriately documented to maintain accurate records and protect the company’s position should any advice be challenged.
Required Knowledge, Skills and Abilities
The successful candidate should have:
A minimum of two years’ sales experience; experience within the HVAC industry would be advantageous.
Experience in an engineering or technical environment, preferably.
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A full UK driving licence.
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Residence within approximately 45 minutes of Leatherhead.
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Strong written and verbal communication skills.
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Excellent attention to detail, particularly when preparing quotations.
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A proactive, organised and commercially aware approach.
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A genuine interest in engineering and technical products.
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An understanding of the sales process, from initial enquiry through to invoicing.
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Strong time-management and organisational skills.
Systems and Software
The candidate should have a good working knowledge of:
Personal Attributes and Role Requirements
The successful candidate must be able to:
Work flexibly and undertake responsibilities beyond the immediate remit of the job description when required.
Apply technical reasoning to unfamiliar situations and develop practical solutions.
Provide cover for colleagues as necessary.
Solve problems from both a technical and commercial perspective.
Promote products professionally over the telephone and, where required, on site.
Communicate clearly, confidently and professionally, both verbally and in writing.
Work collaboratively with colleagues across sales, technical, installation and service teams.
Training and Career Development
Full training will be provided, with opportunities for ongoing professional development and career progression within a growing business.
Benefits
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Competitive salary
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Quarterly and annual bonus schemes
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Pension
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Regular training and further development
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23 days’ annual leave, plus your birthday off and bank holidays
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Company events
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer
