
Project Consultant
4 days ago
The Hybrid Sales & Operations (Project Consultant) is responsible for managing day to day business in a designated region, combining both sales and technical/project management responsibilities. This role manages the full sales cycle - from lead qualification to technical consultation and solution design, with the goal of building a strong customer base.
As demand grows, this position will transition into a more specialised role, focusing primarily on project management or sales and support added to the team where required.
Key Responsibilities
Sales Functions
- Proactively look for new opportunities and maintain existing customer relationships
- Qualify and manage leads via phone, email, and digital platforms.
- Conduct virtual sales meetings (phone/Zoom/Teams).
- Conduct estimating and proposal creation
- Close small to medium-sized deals independently.
- Manage CRM pipeline, ensuring leads and opportunities are tracked and followed up.
- Plan and conduct face-to-face meetings with prospects and customers in the region.
- Provide weekly sales activity reports and forecasts to management.
Project Management Functions
- Attend customer meetings (virtually or in person) for high-value or complex opportunities.
- Provide technical consultation, demonstrations, and solution recommendations.
- Scope customer requirements and work with internal teams to design feasible solutions.
- Prepare and deliver proposals, estimates, and technical pricing for custom or project-based work.
- Ensure proposed solutions are technically sound, cost-effective, and aligned with delivery capability.
- Act as a bridge between Sales and Operations to ensure smooth project handoffs.
- Schedule staff for projects within region
- Arrange/allocate/manage materials for projects within region
- Manage leading hands/site teams within region
Key Performance Indicators (KPIs)
- Number/value of new proposals/quotes per month.
- Number of follow up calls/actions per month
- Number of virtual and in-person customer meetings held.
- Revenue growth in the assigned region.
- Accuracy of estimates vs. actual delivery costs.
- Customer satisfaction and retention metrics.
- CRM compliance (timely updates, accurate data entry).
Skills & Attributes
- Strong communication and relationship-building skills.
- Ability to manage the full sales cycle, from qualify to closing.
- Technical aptitude and ability to explain solutions to both technical and non-technical audiences.
- Organised and disciplined with time, CRM and pipeline management.
- Self-motivated and comfortable working independently and remote.
- Problem-solving mindset with attention to detail.
- Willingness to travel when necessary for customer meetings and/or company events.
- Alignment with Cotewell Core Values
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