Junior New Business Consultant

RESPONSIBILITIES:

Lead Generation & Prospecting

• Research and identify potential clients through digital platforms, events, and databases.
• Qualify inbound leads and schedule introductory calls or meetings.
• Maintain and update leads and activity logs in CRM systems.

Sales Support & Administration

• Assist mid- and senior-level consultants in proposal preparation, meeting documentation, and presentations.
• Coordinate administrative tasks such as scheduling, follow-ups, and call reports.
• Support data collection for market and competitor insights.

Client Interaction & Relationship Support

• Participate in introductory client meetings and calls alongside senior consultants.
• Provide timely responses to client queries and escalate complex requests.
• Support delivery teams in ensuring seamless onboarding after deal closure.

Product & Market Familiarisation

• Develop foundational knowledge of company solutions, pricing models, and loyalty systems.

Sales Tracking & Reporting

• Record all interactions, meetings, and sales activities in CRM.
• Assist with pipeline and activity reports for management review.

Collaboration & Learning

• Participate in team meetings, sales training, and skill development initiatives.
• Shadow senior consultants to learn best practices in consultative sales.

Compliance & Professional Standards

• Follow sales governance, client privacy, and ethical conduct requirements.
• Ensure documentation and data handling comply with internal policies.

MINIMUM REQUIREMENTS:

• Matric
• 1–2 years of experience in sales or business development, preferably in fintech, SaaS, or corporate services environments.

REQUIRED KNOWLEDGE / TECHNICAL SKILLS:

• Competent in using CRM systems to log calls, update contacts, manage leads, and track activities under supervision.
• General familiarity with digital payments, loyalty, or fintech landscapes, ideally gained through previous exposure or onboarding training.

COMPETENCIES / ATTRIBUTES:

• Drive for Results: Demonstrates enthusiasm for achieving goals and meeting activity targets.
• Learning Agility: Actively seeks feedback and applies new learning to improve performance.
• Customer Focus: Listens attentively to client needs and provides responsive support.
• Accountability: Takes ownership of assigned leads and tasks; escalates challenges appropriately.
• Communication: Clearly and confidently engages with internal and external stakeholders.
• Attention to Detail: Maintains accurate CRM and proposal information with precision.
• Team Collaboration: Cooperates with colleagues to support shared sales outcomes.
• Adaptability: Responds positively to change and adjusts approach to different client needs