K3 Advisory Group

• Responsible for prospecting and approaching potential new business clients across the UK • Discussing their Research & Development projects and expenditure • Organising face to face meetings for our Business Development Managers • Deliver top-notch service with empathy, diligence, and speed, ensuring an impeccable customer experience

• Engage with business owners and senior decision-makers from inbound and outbound leads • Build rapport quickly and position Knightsbridge as the trusted partner of choice • Guide prospects from initial contact through to signed engagement agreements • Qualify opportunities to ensure alignment and value creation • Handle objections with confidence and professionalism • Collaborate with internal advisory and sales teams for seamless client handovers • Maintain accurate records in the CRM system • Consistently achieve and exceed client acquisition targets

• Initiate meaningful conversations with potential clients • Working from our comprehensive inhouse CRM system • Arranging appointments for Corporate Directors once a Business Owner expresses interest in taking the conversation further • Deliver top-notch service with empathy, diligence, and speed, ensuring an impeccable customer experience

• Manage strategic customer accounts and grow revenue • Maintain strong customer relationships and ensure satisfaction • Act as the primary contact for customer inquiries • Conduct regular reviews with customers for improvements • Collaborate with internal teams for issue resolution • Identify opportunities for upselling and renewals

• Manage the day-to-day administration of the Salesforce environment • Provide effective support to Salesforce users across the business • Work alongside the Project Team to support the ongoing rollout and enhancement of Salesforce capabilities • Promote high standards of data integrity, consistency and governance across the platform • Develop and maintain meaningful reports and dashboards

• Liaise with the New Customer Acquisition (NCA) and Customer Account Management (CAM) teams to be clear on the solution. • Arrange and hold the project kick-off. • Explain the delivery methodology. • Create, share and manage the project plan, including appropriate phases. • Plan resources to meet the delivery plan. • Arrange system configuration. • Coordinate consultancy. • Set out training plans. • Deliver schedules for reports, data loading and integration. • Coordinate resources required for software development. • Establish post-go live review. • Ensure effective Customer Support handover, as project scale or complexity demands. • Provide clarity on project scope. • Understand customer resource constraints and adapt. • Control project budgets. • Identify Project risks and mitigations. • Written plan acceptance, phase completion and project sign-off controls. • Advice and guidance on building test plans. • Capture exceptions and manage. • Provide internal and external project updates and checkpoint calls as required. • Go/no-go on live controls. • Manage project scope variances and commercial / planning implications.

• Develop and maintain relationships with business clients to promote Capital Allowances services. • Identify and pursue new business opportunities within target markets. • Collaborate with internal teams to ensure a seamless client experience. • Provide expert advice on Capital Allowances and other related tax consultancy services. • Maintain accurate records of client interactions and sales activities.

• Initiate meaningful conversations with potential clients • Working from our comprehensive inhouse CRM system • Arranging appointments for Corporate Directors once a Business Owner expresses interest • Deliver top-notch service with empathy, diligence, and speed

• Initiate meaningful conversations with potential clients. • Working from our comprehensive inhouse CRM system. • Arranging appointments for Corporate Directors once a Business Owner expresses interest in taking the conversation further. • Deliver top-notch service with empathy, diligence, and speed, ensuring an impeccable customer experience.

• Provide support to Sage 200 customers • Respond promptly to technical issues • Communicate with customers via phone, email, or chat • Provide context-specific advice to customers • Follow guidelines for case management • Maintain records of customer issues and resolutions • Collaborate with internal teams and third-party suppliers • Stay updated on changes to relevant software