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Key skills for this role
Identify target organisations — SMEs, large enterprises, multi-site businesses, and agencies — that require payroll training.
Generate leads through cold calling, networking, email outreach, LinkedIn, events, and partnerships.
Qualify prospects to understand payroll volumes, pay frequencies, industry challenges, and existing systems.
Identify key decision-makers within target organisations: HR Directors, Payroll Managers, Finance Approvers, and Training Managers.
Conduct detailed payroll needs assessments, covering compliance issues, staff turnover, and complexity flags.
Understand clients’ compliance pain points — RTI submissions, pension auto-enrolment, statutory payments, and HMRC requirements.
Present solutions that align with clients’ operational and regulatory needs.
Serve as the day-to-day contact for assigned clients, building strong and trusted relationships.
Check in regularly to ensure satisfaction, identify challenges, and surface opportunities for improvement.
Manage client expectations and communicate updates proactively.
Identify upsell and cross-sell opportunities within existing accounts.
Prepare tailored proposals and quotes for additional services or enhancements.
Monitor client engagement and take action to prevent attrition.
Deliver tailored demos of payroll training products and the Act platform, explaining key features clearly.
Showcase cost savings, efficiency improvements, and risk reduction outcomes.
Create quotes and pricing structures based on payroll complexity and volume.
Achieve monthly and quarterly sales targets for new client acquisition and existing client revenue.
Work closely with Act Account Managers, Marketing, and the Operations/Customer Success team to ensure smooth client onboarding.
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More from this employer
Share market insights to support product development and marketing strategy.
Provide regular feedback on client requirements, industry trends, and competitive activity.
Maintain accurate records of interactions, leads, and opportunities in the CRM.
Produce sales forecasts, pipeline updates, and monthly reports for management.
Track conversion rates, lost-deal reasons, and customer feedback.
Experience in business development, sales, or account management — particularly in a non-face-to-face environment.
Strong communication, negotiation, and consultative selling skills.
Proficiency in Microsoft Office, CRM systems, and digital lead-generation channels.
Ability to explain technical processes clearly to non-technical clients.
Strong organisational and time-management skills; able to manage multiple accounts without losing pace.
Proactive and customer-centric approach to service.
Comfortable working alongside AI tools; curious about how technology can make you better at your job.
Background in payroll, HR, or professional training services.
Experience with payroll software or compliance frameworks (RTI, HMRC, pension auto-enrolment).
Familiarity with IPASS or equivalent payroll qualifications.
Verified company details for this employer are not available yet.
Contract
Mid
Hybrid
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