Sales and Customer Service Team Leader

Location: Flaxton

Sales and Customer service Team Leader

Charters-Reid Surveyors ltd | Flaxton, York

Salary:
Circa £27-35k dependent on skills and experience

Location:

Office-based, Flaxton, York

Hours:

Monday to Friday, 8-hour shifts covering office hours of 8:30am–5:30pm, with two shift patterns: 8:30am–4:30pm or 9:30am–5:30pm.

An Exciting Opportunity to Join Charters-Reid Surveyors ltd

Charters-Reid Surveyors ltd is an established firm of Chartered Surveyors with a strong presence across York and Yorkshire. We have ambitious plans to build on this success, expanding further across the region and growing our team.

To support this growth, we are investing in larger, new office premises in Flaxton, providing the space and facilities for the next stage of our expansion.

We are looking for a motivated, commercially minded Sales & Customer Service Team leader to join us at this exciting time. We welcome applications from experienced team leaders as well as ambitious sales or customer service professionals ready to take their first step into leadership.

This is a hands-on role where you'll work alongside the team as well as lead it. You'll be actively involved in handling customer enquiries, booking surveys and managing surveyors' diaries, whilst also developing relationships with estate agents and identifying opportunities to generate new business. You will also help strengthen existing referral relationships and build connections with new contacts across the region.

We're particularly looking for someone who brings initiative, enjoys taking ownership and wants to make a real contribution to a growing business. You will be confident using digital systems, keen to improve processes and comfortable suggesting new ways of working.

Key Responsibilities

Sales & Business Development

Proactively build relationships with estate agents and other referral partners, including visits to generate new business. Maintain regular contact with existing referral partners while developing relationships with new contacts.
Identify opportunities to increase enquiries, improve conversion rates and grow sales.
Work closely with surveyors to encourage referrals, support marketing activity and identify new business opportunities. Contribute ideas to keep the business visible to referral partners, including outreach and marketing initiatives.
Customer Service & Team Leadership

Lead, motivate and support the sales and customer service team, working alongside them to answer calls, handle enquiries and book surveys. Bring a collaborative approach, valuing the experience of existing colleagues while helping the team embrace improvements.
Ensure customers receive an excellent service, with enquiries and issues handled promptly and professionally.
Oversee the booking process, ensuring information is accurately recorded in the Survey Planner.
Set clear expectations, monitor and report on the team and sales performance against targets.
Support the recruitment and development of the team as the business grows.
Surveyor Coordination & Office Operations

Manage surveyors' diaries and allocate work efficiently to maximise productivity and fee-earning opportunities.
Work closely with surveyors to balance workloads, travel time and customer requirements.
Ensure the smooth day-to-day running of the office, maintaining accurate records and efficient processes. Help identify opportunities to streamline administration and make effective use of current and new systems.
Build positive working relationships with colleagues across the business’s.
About You

We're looking for someone who is organised, commercially minded and enjoys being involved in the day-to-day work as much as leading others.
You'll ideally have:

Experience in sales support, customer service or office…