The Optionis Group is one of the UK’s most successful professional services companies. Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.
As a PSC Advisor, you will be tasked with supporting our SJD Accountancy and Nixon Williams brands. SJD and Nixon Williams are two award-winning contractor accountancy practices, with over 20,000 clients between them and have led the market for over 30 years
You will be responsible for providing a professional and proactive service to the inbound leads generated in a targeted sales environment
The key responsibilities for the role will include, but are not limited to:
Aim to exceed all targets and Key Performance Indicators.
Work in partnership with colleagues to provide a seamless and professional service to our clients.
Work as part of the Sales Team to ensure that collective goals are met via outstanding teamwork.
Take personal responsibility for your own sales pipeline, ensuring that conversion rates are held at its highest potential.
Ensure there is a high level of sales conversion from a range of inbound leads generated through both marketing and client referral channels.
Upsell of higher accountancy priced packages at the point of sale to deliver a higher Average Revenue Per Client from all joiners.
Help to nurture the lead pipeline and work closely with the marketing team to ensure there is a healthy level of leads to qualify and convert.
Take personal responsibility to maintain an in-depth knowledge of contractor accountancy and the legislation and tax policy affecting this market, and of the market conditions and competitor framework, our brands must work within.
Ensure that all data collection and the brand’s processes are completed accurately, compliantly and in a timely manner (including activity reporting and all aspects of the registration process).
Be proficient in the timely and accurate management of sales data in Salesforce CRM ensuring reporting is accurate and up to date to help track performance.
Telesales experience in both inbound and outbound nurturing of the pipeline.
Thrive in a targeted sales environment.
Proven/demonstrable sales record.
Experience of target/KPI driven challenging sales environments.
Computer literate – MS Office/CRM software/telephone system.
Excellent communicator – able to influence effectively both internally and externally.
Ability to motivate, coach and support other team members.
Ability to build and maintain client relationships at all levels.
Good at multi-tasking.
Identify and act upon revenue generative opportunities.
Hard-working with a “can do” attitude.
Leaves work only when the job is done.
Self-motivated and proactive.
Committed to professional development.
Able to work outside normal hours with notice when required.
Able to complete ad hoc tasks when required.
Experience in contracting or accountancy organisations.
Genuine interest in contractor solutions markets.
Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.