Junior New Business Consultant

Responsibilities

• 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.
• Assist mid- and senior-level consultants in proposal preparation, meeting documentation, and presentations.
• Care for administrative tasks such as scheduling, follow-ups, and call reports.
• Support data collection for market and competitor insights.
• 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.
• Develop foundational knowledge of company solutions, pricing models, and loyalty systems.
• Record all interactions, meetings, and sales activities in CRM.
• Aid in pipeline and activity reports for management review.
• Participate in team meetings, sales training, and skill development initiatives.
• Shadow senior consultants to learn best practices in consultative sales.
• Follow sales governance, client privacy, and ethical conduct requirements.
• Ensure documentation and data handling comply with internal policies.

Requirements

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