ROLE GUIDE · 35 KEY POINTS
Sales / Business Development
Handle enquiries, follow up quotations, build client relationships and identify new work.
This guide outlines typical work and the information to include in your application. The team will discuss availability and the requirements of any specific vacancy.
The role
Record new customer enquiries.- Clarify the customer’s project and access requirements.
- Pass technical questions to estimating or operations colleagues.
- Arrange survey discussions where appropriate.
- Maintain customer contact records.
- Follow up issued quotations professionally.
- Record feedback on proposals.
- Identify suitable opportunities for new work.
- Build relationships with contractors and property clients.
- Share approved service information.
- Coordinate customer meetings.
- Track enquiry and quotation progress.
- Keep the sales pipeline current.
- Support preparation of tender information.
- Avoid promises outside agreed pricing or delivery authority.
- Update colleagues about customer programme changes.
- Prepare sales activity reports.
- Identify repeat-work opportunities.
- Support a clear handover of accepted projects.
- Gather feedback that helps improve customer service.
Working approach
- Follow the procedures relevant to your assigned duties and working environment.
- Work within your competence and ask for guidance when a task is outside it.
- Communicate clearly with colleagues, supervisors and relevant site contacts.
- Keep the records and documentation appropriate to your role accurate and organised.
- Plan your work carefully and keep the team informed when priorities change.
- Raise defects, hazards and unclear instructions promptly through the agreed process.
- Treat customers, colleagues and other trades professionally and respectfully.
- Take part in the briefings and coordination needed for your assigned work.
- Keep relevant role-specific training and qualification details up to date.
- Be dependable, attentive to detail and willing to learn from feedback.
Your application
- Describe your experience that is most relevant to this role.
- Provide accurate details of your qualifications, cards and any expiry dates.
- Explain your preferred branch, work location and availability.
- Include references you have permission to share and a current CV.
- Role availability, employment terms and any required checks will be discussed by the team; this guide is not a confirmed job offer.