Sales

• Conduct sales presentations in line with established sales methodologies
• Sell products and services, achieving targets per payment stream
• Prospect for and generate new leads
• Network at road shows, trade shows, and industry events to engage existing and potential clients
• Build strong client relationships, assessing each client's needs to identify opportunities for increased transaction volumes
• Develop subject matter expertise across relevant industry topics

Installation & Client Training

• Install products and systems in accordance with standard operating procedures
• Train clients on all products and services in a professional, structured, and comprehensive manner
• Adapt training methods to suit individual client needs, including pace and language considerations
• Assess client understanding through questioning and follow-up, ensuring true comprehension rather than rote repetition
• Communicate installation issues and solutions to management to support the wider team

Client Servicing & Care

• Provide specialised support to clients in the early "nursery" phase following installation
• Conduct scheduled client visits, arriving punctually and appropriately prepared
• Deliver knowledgeable, professional, and friendly service at every client interaction
• Conduct needs analyses to identify cross-sell and up-sell opportunities
• Handle and resolve client complaints professionally, escalating where necessary

Administration & Reporting

• Complete installation, sales, leave, sick leave, and expense paperwork accurately and on time
• Submit CRM entries, stock forms, logbooks, and monthly feedback reports in line with procedures
• Relay client feedback to management on an ongoing basis to support strategic decision-making