Bright

Account Executive

• Contact leads by phone with the objective of booking online software demos
• Actively liaise with prospects, fact-finding key data
• Act as the initial point of contact to all new prospects
• Maintain a high level of client service and client relationships, ensuring a premium level of customer satisfaction
• Achieve and exceed targets on a weekly and monthly basis
• Keep up-to-date records through our CRM system
• Maintain a basic understanding of our software's in order to answer prospects questions
• Take and process orders in an accurate manner

Inside Sales Representative – 6 month contract

Payroll

• Acting as the first point of contact in supporting customers over the phone and via email.
• Providing help and answers to customers' payroll issues through identification of the problem itself, research on answers and subsequent provision of guidance.
• Guiding customers through our software, enabling them to use the software effectively.
• Testing our software to ensure bug free software is released.
• Keeping abreast of trends and changes in payroll and employment legislative areas.
• To support, guide and assist other team members in resolving customer queries.

Payroll Support Agent

• - Lead the development and execution of strategic sales initiatives to drive revenue growth and market expansion
• - Consistently exceed ambitious KPIs and revenue targets, providing comprehensive reporting and strategic insights to senior leadership
• - Build and maintain a robust pipeline of high-value opportunities, managing complex sales cycles from prospecting through to closure
• - Develop innovative approaches to lead generation and market penetration, identifying untapped opportunities within the accountancy sector
• - Establish and nurture strategic relationships with key decision-makers and C-level executives in target accounts
• - Present and demonstrate Bright's software solutions to prospective clients, articulating complex value propositions with impact
• - Represent Bright at industry events, exhibitions, and networking functions, positioning the company as a thought leader
• - Champion product knowledge across the sales function, identifying cross-selling and upselling opportunities within the existing customer base
• - Contribute to sales forecasting, territory planning, and go-to-market strategy development
• - Mentor and support junior sales team members, sharing expertise and best practices to elevate team performance

Senior Sales Executive

• Contribute to the development of sales strategies
• Generate new ideas to increase sales and create leads.
• Liaise with customers to maintain a high quality of customer service
• Contact existing and potential customers via telephone to present and market Bright’s software in order to maximise sales
• May be required to attend events and exhibitions on behalf of Bright
• Ensure KPI’s are achieved on a weekly basis, providing streamlined updates on your progress to your Team Lead
• Stay up to date on product releases identifying potential for cross selling to our existing customer base.

Sales Executive

Customer Success Manager

• Manage end-to-end customer relationships, from onboarding and training new customers, to supporting and facilitating existing ones
• Collect, collate, and analyse customer feedback and incorporate into new scalable customer success initiatives to drive subscription renewals
• Create, control and update customer-facing documentation on our helpdesk
• Facilitating demos and webinars to showcase the TimeKeeper platform to new customers.
• Any other value-add tasks and responsibilities as determined by management

Customer Success Executive

Revenue Operations

• Ensure 100% accuracy in deal data transfer between systems (HubSpot to TCRM)
• Validate all required fields are completed per product-specific checklists
• Process deal entries within 24 hours of HubSpot close notification
• Maintain detailed logs of all entries in the master tracking sheet
• Export and reconcile data from HubSpot, TCRM, and Maxio on a weekly basis
• Match deals across systems using subscription IDs and customer identifiers
• Flag discrepancies in amounts, dates, discounts or missing data within 24 hours of discovery
• Calculate and highlight any variance percentages
• Investigate root causes of mismatches (email changes, data entry errors, system issues)
• Escalate unresolved discrepancies to Revenue Operations & Sales with detailed context for resolution
• Track customer activation status for all BrightPay deals requiring TCRM sign-up
• Monitor 7, 30, 60, and 90+ day milestones for non-activated customers
• Trigger automated email sequences for customers at various stages
• Notify sales representatives of customers at various risk thresholds
• Flag deals for follow-up
• Update master tracking sheet with current activation status
• Maintain comprehensive notes in the Issues/Notes field for all flagged deals
• Update master tracking sheet daily with verification dates and status changes
• Provide weekly summary report of reconciliation results, discrepancies found, and resolution status
• Document process improvements and edge cases for team knowledge base
• Assist with month-end close processes and ARR reporting as needed

Revenue Operations Specialist – 6 Month Contract

• - Ensure 100% accuracy in deal data transfer between systems (HubSpot to TCRM)
• - Validate all required fields are completed per product-specific checklists
• - Process deal entries within 24 hours of HubSpot close notification
• - Maintain detailed logs of all entries in the master tracking sheet
• - Export and reconcile data from HubSpot, TCRM, and Maxio on a weekly basis
• - Match deals across systems using subscription IDs and customer identifiers
• - Flag discrepancies in amounts, dates, discounts or missing data within 24 hours of discovery
• - Calculate and highlight any variance percentages
• - Investigate root causes of mismatches (email changes, data entry errors, system issues)
• - Escalate unresolved discrepancies to Revenue Operations & Sales with detailed context for resolution
• - Track customer activation status for all BrightPay deals requiring TCRM sign-up
• - Monitor 7, 30, 60, and 90+ day milestones for non-activated customers
• - Trigger automated email sequences for customers at various stages
• - Notify sales representatives of customers at various risk thresholds
• - Flag deals for follow-up
• - Update master tracking sheet with current activation status
• - Maintain comprehensive notes in the Issues/Notes field for all flagged deals
• - Update master tracking sheet daily with verification dates and status changes
• - Provide weekly summary report of reconciliation results, discrepancies found, and resolution status
• - Document process improvements and edge cases for team knowledge base
• - Assist with month-end close processes and ARR reporting as needed