CRM Executive – Client Relationships

You are the first voice a prospective client hears and the person existing clients rely on between projects. You handle enquiries, turn them into proposals with the consulting team, follow up to close, keep client records current, and coordinate the annual surveillance and recertification cycle so nothing is missed.

• Respond to enquiries by phone, e-mail and social channels; qualify them and guide the client through our application form
• Coordinate proposals with the responsible manager, maintain version control and follow up to close
• Schedule and minute client meetings, online and on site
• Prepare tender, RFP and vendor-accreditation submissions
• Keep Effivity, our CRM, current in real time
• Communicate upcoming surveillance and recertification audits to clients and coordinate certificate delivery with the consulting team
• Maintain client relationships over the long term

• A proven sales or client-relationship track record — at least one year — with the drive to meet targets
• Knowledge of ISO 9001, ISO 14001 and ISO 45001 at the level needed to qualify an enquiry
• A commerce, science, management or engineering degree
• Flawless written and spoken English and a confident telephone manner
• Presentation skills for company and proposal presentations
• Organised, accurate and able to run many threads at once with minimal supervision
• Confident with Microsoft Office and CRM tools
• Willingness to learn ISO and GRC subjects and to travel to client offices when needed

Complete the form with your name, e-mail, phone, the role you are applying for and your CV (PDF or Word). We acknowledge every application and contact shortlisted candidates for a first conversation.

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