Equipment Finance Sales Executive working closely with Regional Bank for optimal customer relationships and equipment financing. Prepare industry updates and generate new business while managing a high - quality financing portfolio.
About the role
- Sales Consultant managing operational delivery and client relationships for data and insights at Pureprofile. Collaborating with teams to ensure high-quality project execution and client satisfaction.
Responsibilities
- Manage end-to-end project delivery, ensuring all client and consumer requirements are met with precision and professionalism.
- Collaborate with cross-functional teams to define project plans including timelines, resources, risks, and deliverables.
- Review survey questionnaires for alignment with specifications and recommend best practices.
- Coordinate sample and quota management, ensuring accurate fulfillment and data integrity.
- Monitor field progress, troubleshoot issues, and implement proactive solutions to ensure successful outcomes.
- Perform data quality checks, manage reporting, and ensure delivery accuracy.
- Protect and enhance the consumer experience throughout the research lifecycle.
- Support Account Directors and Business Development Managers in managing and growing client portfolios across multiple sectors.
- Proactively engage with existing and prospective clients to identify opportunities, present Pureprofile’s offerings, and maximize revenue potential.
- Prepare and manage quotes, proposals, and project specifications based on client requirements.
- Contribute to achieving monthly revenue targets and KPIs through active participation in sales activities and follow-ups.
- Maintain client relationships by ensuring timely communication, quality delivery, and a high standard of customer service.
- Participate in client meetings and presentations to represent Pureprofile’s services and solutions effectively.
- Ensure detailed project briefs, specs, and documentation are accurately captured and maintained in Salesforce/CRM.
- Track and update all client interactions, meetings, and project milestones in CRM systems.
- Prepare daily or periodic progress reports for internal and client stakeholders.
- Maintain compliance with best practices, internal policies, and accreditation requirements.
- Coordinate with finance and operations for accurate billing and project closure documentation.
- Provide occasional after-hours or weekend support when required.
Requirements
- 5 - 7 years’ experience in a similar client-facing, delivery or coordination role (project management, operations or sales support).
- Proven ability to manage multiple clients, projects and timelines effectively.
- Strong organizational and time management skills with high attention to detail.
- Excellent verbal and written communication, presentation and stakeholder management skills.
- Highly motivated to meet and exceed targets while contributing to team and company goals.
- Experience with CRM platforms (e.g., Salesforce) and task management tools.
- Proficiency in MS Office or Google Workspace.
- A proactive problem-solver who thrives in a fast-paced environment.
Benefits
- Be part of a growing, global organisation with a dynamic and admirable culture where you will have the ability to thrive, grow and be creative.
- We are an equal opportunity employer and welcome all races, religions, and genders.
- We have zero-tolerance for workplace bullying, discrimination, and harassment.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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