The Sales Associate — Business Relations & Growth is the primary commercial and client-facing representative of RentalBux. The postholder is responsible for converting inbound and outbound prospects into active subscribers through tailored product demonstrations, managing the full sales pipeline, delivering post-sale onboarding and technical support, and maintaining the CRM records that underpin the business's commercial operations. The role operates across sales, customer success, support, and partner coordination, and is central to RentalBux's growth objectives.
Key Responsibilities
1. Product Demonstrations & Discovery
- Conduct live, tailored product demonstrations for prospects, identifying requirements and presenting RentalBux features relevant to each user's property structure and tax obligations.
- Qualify inbound enquiries, map user needs to platform capabilities, and guide prospects towards the most appropriate subscription tier.
- Handle limited company, trust, partnership, and personal landlord structures across demonstrations.
2. Post-Demo & Post-Session Follow-Ups
Produce a paired deliverable after every recorded demo or support call:
- A warm, personalised client follow-up email in English — pain points reflected back, single call to action, and Fathom recording link included.
- A structured internal HubSpot note covering contact, meeting type, recording link, summary, pain points, requirements, objections, deal details, and next actions with ownership.
3. Client-Facing Support & Email Handling
- Draft and send replies to technical and product queries covering bank synchronisation, invoicing, profit-split, mileage and expense allocation, and MTD ITSA setup.
- Triage the shared inbox and HubSpot support threads, ensuring timely responses within agreed SLAs.
- Handle GDPR erasure requests in accordance with company data policies.
- Respond to public Trustpilot reviews, maintaining brand reputation and demonstrating responsiveness.
4. Sales Pipeline Management & Outreach
- Manage HubSpot deals across the Sales Pipeline (Contact Made / Discussion, Trial / Active Subscribers) and the Accountex Pipeline.
- Re-engage stale deals through structured follow-up sequences, classifying prospects by recency and intent.
- Execute personalised outreach campaigns — including the Accountex accountant partner campaign — managing sequencing, tracking responses, and progressing conversations to booked demonstrations.
- Move deals out of pipeline where a prospect's needs fall outside RentalBux's scope, with a clear handoff note.
5. Call Preparation Briefs
- Compile pre-call briefs before every scheduled meeting by synthesising data from HubSpot, Outlook, and Fathom into a single structured document.
- Briefs to cover deal stage, property portfolio detail, interaction history, outstanding actions, proposed agenda, discovery questions, and anticipated objections.
6. Day Planning & Task Management
- Build daily and weekly task plans drawing from HubSpot tasks, Fathom recordings, and Outlook calendar in a single pass.
- Prioritise by hard deadline and open client promises; flag protected focus blocks for deep work.
7. Daily Reporting & Timesheets
- Produce time-banded daily activity reports covering Fathom sessions, HubSpot calls and notes, tickets created and closed, and email threads handled.
- Include carry-forward flags for incomplete actions and submit to the line manager at end of shift.
8. Support Ticket Creation & Triage
- Log HubSpot support tickets from inbound emails and Fathom call recordings, associating tickets to the relevant contact and deal.
- Consolidate recurring bugs into single escalation records rather than separate tickets, reducing noise for the engineering team.
9. Technical Escalation & Bug Pattern Flagging
- Identify cross-cutting technical issues across the user base (e.g. browser compatibility, journal bugs, bank sync regressions, MTD blank-screen errors, invoice display issues).
- Package reproducible bug reports with user context, frequency, and business impact for the engineering team.
- Follow up with affected users once issues are resolved.
10. CRM Hygiene & Operations
- Investigate and resolve email deliverability failures and HubSpot workflow issues.
- Maintain clean contact and deal records; flag duplicates, missing data, and pipeline anomalies.
- Advise on and test HubSpot automation flows, including email sequences and deal-stage triggers.
- Support the design and refinement of prospect-qualification forms and lead scoring models.
11. Partner Programme & Internal Enablement
- Support the RentalBux Accountant Partner Programme, coordinating with UK Property Accountants (UKPA) contacts on joint client referrals and onboarding.
- Produce onboarding documentation, training materials, and internal enablement resources as required.
12. Performance Reporting
- Compile regular narrative and numbers-led performance reviews scoped to owned records.
- Report on demos conducted, pipeline progression, tickets resolved, outreach activity, and SLA adherence.
13. Additional Duties
- Attend internal team meetings and training sessions.
- May be required to carry out work for UK Property Accountants (UKPA) in line with business requirements.
