Sales & Client Consultant

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We are looking for a Sales & Client Growth Consultant to take ownership of discovery calls, qualification, and closing new business for We Build Trades, while also supporting the early-stage client journey through kickoff and initial account alignment.

Inbound leads are warm enquiries generated through paid advertising, referrals, booked strategy calls, and marketing campaigns.

This role is for someone who can confidently run a structured sales process, build trust quickly, handle objections, and convert warm leads into paying clients. It is also for someone who understands that long-term success comes from setting correct expectations, aligning on goals, and creating a smooth handover into delivery.

This role reports directly to leadership and works closely with Sales, Operations, and Account Management to ensure smooth client transitions.

1. Sales Ownership & New Business Conversion

• Run discovery calls with inbound leads and follow a structured sales process to qualify opportunities.
• Take ownership of the sales journey from first contact to close, ensuring each lead is handled professionally and consistently.
• Identify client needs quickly, diagnose problems clearly, and position We Build Trades’ services in a way that is accurate, ethical, and effective.
• Confidently handle objections and guide leads towards a decision, without pressure selling or misalignment.
• Ensure each opportunity has clear next steps, follow-up actions, and a defined outcome.
• Own performance against measurable targets including close rate, speed-to-lead, show rate, revenue generated, and CRM accuracy

2. Pipeline Management & CRM Discipline

• Maintain accurate, up-to-date CRM records including notes, call outcomes, follow-up tasks, pipeline stages, and deal values.
• Keep pipeline clean and structured so the business has clear visibility on what is happening, what is progressing, and what is blocked.
• Follow up consistently using calls, email, and workflow-driven processes to ensure leads do not fall through the cracks.
• Support improvements to pipeline structure and sales process inside the CRM to improve conversion and speed-to-close.
• We currently use Go High Level  (GHL) as our CRM platform. Experience with CRM systems is essential.

3. Kickoff Meetings & Early-Stage Client Growth

• Learn and support the account management side of the business so you can run kickoff meetings and improve the handover experience.
• Conduct kickoff meetings where required, ensuring clear alignment on goals, scope, expectations, and next steps.
• Help clients understand the delivery roadmap at a high level so the transition from sales to fulfilment is smooth and confident.
• Act as a bridge between sales and fulfilment, ensuring the delivery team receives the right information and the client feels supported.
• Kickoff responsibility covers early-stage alignment and expectation setting, not long-term account management ownership.
• Build strong knowledge of We Build Trades’ services and how they fit together (Google Ads, Meta Ads, SEO, conversion optimisation, and marketing systems).
• Communicate marketing concepts clearly to non-technical business owners, using simple language and real-world examples.
• Align prospects with the correct solution based on budget, goals, and suitability – not just what is easiest to sell.
• Support improvements to how offers are positioned, packaged, and explained based on real sales conversations.

5. Communication, Organisation & Professional Standards

• Maintain clear, professional communication across calls, follow-ups, email, and internal notes.
• Ensure clients and prospects have clarity on:
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