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About the Role

As a Business Development Executive (BDE), you will be responsible for achieving daily, weekly, and monthly targets, ensuring consistent progress towards your year-to-date budget goals. You will source new business leads, manage relationships with new clients, and ensure business retention.

Responsibilities

• Meet results and activity targets as outlined in 'Appendix A'.
• Adhere to the 'Daily Sales Structure', generally spending three days in the office and two days on the road.
• Attend the minimum number of appointments as outlined in Appendix A, including New Business and Account Management Appointments.
• Obtain the minimum number of business cards as outlined in Appendix A, following the approved lead generation methodology.
• Sell within your defined territory unless referred to a client in another territory.
• Follow the Capital Group’s Sales Process, including Warm up, Recap, Presentation, and Close methods.
• Provide a de-brief of all on-road activities to your Manager at the end of each road day via CRM.
• Generate a minimum of 100 leads (company name and phone number) through various techniques.
• Make the minimum number of calls outlined in Appendix A, primarily from your landline, to schedule appointments.
• Submit all original credit applications on the day a new client trades.
• Escalate clients with daily trade or per period revenue above $1000.00 to the Sales Manager/Supervisor.
• Follow up on client feedback within 1 week of receipt and report all escalations to your Manager.
• Assist Administration and Finance Departments with client queries.
• Log into the phone system and be available to accept overflow calls from the Customer Service Department.
• Attend all weekly sales team meetings.
• Ensure proper use of the CRM system by inserting legitimate, detailed, and relevant information.
• Maintain a CRM pipeline with the minimum number and value of Qualified Opportunities.
• Track all appointments, follow-up phone calls, emails, and tasks in CRM.
• Document all communication and administrative work associated with managing clients.
• Escalate all client proposed modifications to credit application terms and conditions, and client contracts, to Legal Counsel.
• Inform yourself of goods and tasks involved in providing transport services.
• Identify and control known risks associated with transport services.
• Liaise with the National HSEQ Manager to ensure safe work practices.
• Conduct client site inspections as required, using the prescribed inspection template.
• Attend weekly one-on-one meetings with your Manager.
• Perform courier deliveries and assist customer service during peak business periods (November-January) if required.
• Ensure all clients’ expectations are met in terms of time and quality.
• Effectively communicate with colleagues and clients.
• Advocate co-operation with both intra and inter Departments.
• Ensure written and verbal communication is professional and courteous.
• Attend one-on-one meetings with your Manager as required.
• Perform any reasonable tasks requested by your Manager.
• Notify your Manager if additional training is required.
• Use work time and resources for work activities.
• Ensure compliance with Capital Group’s Company Policies.
• Ensure compliance with Work Health and Safety (WH&S) responsibilities.
• Cooperate with the Capital Group regarding WH&S and National Heavy Vehicle legislation.
• Undertake all relevant training for responsibilities.
• Perform roles effectively to manage Chain of Responsibility (COR) risks.
• Report any potential or actual breaches of CG policies and procedures immediately to their Manager.
• Take reasonable care for own health and safety and that of others.
• Do not wilfully or recklessly interfere with or misuse anything provided in the interest of environment health and safety or welfare.

Requirements

• Must act within written group policies, procedures and operations manuals.
• All decisions outside of written parameters must be approved by your direct manager.
• Must use work time and resources for work activities.
• Must not divert work mobile to personal mobile phone.
• Must comply with Capital Group’s Company Policies at all times.
• Must comply with the Work Health and Safety (WH&S) responsibilities.
• Employees must cooperate with the Capital Group in relation to activities undertaken to comply with WH&S and National Heavy Vehicle legislation.
• Employees must undertake all relevant training to carry out responsibilities.
• Employees must perform roles effectively to manage Chain of Responsibility (COR) risks.
• Employees must report any potential or actual breaches of CG policies and procedures immediately to their Manager.
• Employees must take reasonable care for their own health and safety and the health and safety of other people.
• Employees must not wilfully or recklessly interfere with or misuse anything provided in the interest of environment health and safety or welfare.

Skills

• Sales
• Business Development
• Lead Generation
• Client Relationship Management
• CRM System Usage
• Communication
• Time Management
• Risk Management
• Work Health and Safety (WH&S)

Location

• Metropolitan area

Work Type

• Full-time
• Onsite

Experience Level

• Not specified

Education Level

• Not specified

About the Company

• Capital Transport and Logistics Group Pty Ltd is the employing entity.