Carry out a range of inventory control activities, either to support others or to fulfill the requirements of the role.

Contribute to the preparation of various data and analytics reports.

Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.

Develop own capabilities by participating in assessment, development planning activities, formal/informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.

Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.

Identify the products/services that best meet the customer’s needs, use personal expertise to propose quantities and product configurations, explain selection, and invite the customer to make a purchase at the standard price/terms and conditions of sale.

Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.

Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and ensure the organization has quality data to enable effective customer retention and business development activities.

Sell simple products and services directly to customers while following standard protocols. May also or alternatively involve providing back-office support to a sales team.

Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer’s level of interest and identify and respond to areas requiring further information or explanation.