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About the role
Key responsibilities & impact- **Lead Generation and Prospecting**
- - 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.
- **Understanding Client Needs**
- - 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.
- **Client Relationship Management**
- - 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.
- **Account Growth and Retention**
- - 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.
- **Solution Presentation and Demonstrations**
- - Deliver tailored demos of payroll training products and the Act platform, explaining key features clearly.
- - Showcase cost savings, efficiency improvements, and risk reduction outcomes.
- **Sales and Revenue**
- - 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.
- **Internal Collaboration**
- - Work closely with Act Account Managers, Marketing, and the Operations/Customer Success team to ensure smooth client onboarding.
- - Share market insights to support product development and marketing strategy.
- - Provide regular feedback on client requirements, industry trends, and competitive activity.
- **Reporting and Administration**
- - 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.
Requirements
What you’ll need- **Essential**
- - 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.
- **Desirable**
- - 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.
Benefits
Comp & perks- We have a collaborative culture where you can be yourself. Even at 400+ people, there is still a team feel. People are genuinely looked after here, it’s not just something we say. ****You get real autonomy to learn, to grow, to make an impact. And right now is a genuinely exciting time to join. We’re growing fast, we’re investing heavily in AI, and that creates real opportunity for the business and for the people in it. ****It’s a place where curious people thrive.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Business DevelopmentSales ManagementConsultative SellingPayroll SoftwareCompliance FrameworksProposal PreparationSales ForecastingLead QualificationTechnical Process ExplanationDigital Lead Generation
Soft Skills
Strong CommunicationNegotiation SkillsOrganisational SkillsTime ManagementCustomer-Centric Approach
Certifications
IPASS Payroll Qualification
