PPM Sales Advisor

Overview

Admin role to grow PPM service sales, manage contracts & client relations.

Key Responsibilities

• report generation
• database update
• crm update
• contract preparation
• technical advice
• account management

Tasks

-Generate any other reports as requested -Pursue all maintenance contract leads to improve conversion rate -Update the Company database to maintain current and correct information of contacts, addresses and activities -Ensuring processes are in line with QA work instructions and procedures utilising controlled forms and templates -Work towards and meet monthly and quarterly sales targets set -Assist where required with fielding telephone enquiries, responding where possible directly or ensuring enquires are dealt with by the most appropriate team member -Maintain a level of account management of live and new accounts gained -Attend sales meetings periodically with the sales team, providing information on new business orders and opportunities -Promote all Group capabilities -Prepare Maintenance contract documents for new business opportunities -Arrange client meetings for Area Service Managers with potential customers to identify requirements with the view to gaining orders -Offer a good level of communication, technical advice and guidance on customer requirements in order to build and -Update CRM system to keep auditable records

Requirements

• sales
• gcse
• business admin
• customer service
• ms office
• erp

What You Bring

-Experience of working in a reactive service environment and of exceeding customer expectations -Able to demonstrate a proven sales track record and able to identify sales opportunities and leads -Educated to GCSE/A level standard or equivalent -Good standard of business related administration qualification/experience -Strong customer service and time management skills -Computer literate in MS Office, ERP and database operating systems -Experience of corresponding and coordinating with customers to meet business needs -Excellent oral and written communication and time management

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About Swegon Uk&I

-They design and manufacture advanced HVAC solutions—from heat pumps to nozzle diffusers—tailored for UK‑specific needs. -Typical projects span supermarkets, offices, and public buildings seeking efficient ventilation, heating, cooling, and fire‑safety systems. -Their digital service ‘INSIDE’ monitors and enhances air quality, bridging physical products and smart monitoring. -They've rolled out award‑winning heat pumps and innovative chill beam systems, showcasing deep technical leadership. -Under the ‘Waterloo by Swegon’ brand they lead UK manufacture of air‑terminal devices, supported by bespoke engineering.

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