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This role is ideal for a confident communicator with a background in B2B sales, financial services, or professional advisory, and who enjoys working in a target-driven, consultative environment. You will play a key role in driving new business by identifying, engaging, and nurturing relationships with UK-based companies that may be eligible for R&D tax incentives or innovation funding. You’ll act as the first point of contact, qualifying leads, managing outreach campaigns, and booking consultations for our technical specialists.
Job Responsibility:
Conduct outbound prospecting to UK businesses in innovation-led sectors (e.g. tech, engineering, manufacturing, life sciences)
Identify and qualify opportunities for R&D tax credit and grant advisory services
Manage inbound inquiries, follow up on marketing leads, and schedule discovery calls for the R&D advisory team
Build relationships with CFOs, finance directors, and business owners through consultative conversations
Maintain accurate records in the CRM (e.g., HubSpot or similar) and manage a steady pipeline of prospects
Collaborate with the UK audit and advisory teams to align lead generation with service delivery capacity
Meet and exceed monthly KPIs for outreach, qualified meetings, and conversions
Stay informed on industry trends, funding changes, and R&D eligibility criteria to communicate value effectively
Requirements:
Minimum 2–3 years of experience in B2B sales, preferably in professional services, finance, or SaaS environments
Strong communication and rapport-building skills with a confident, professional phone and email manner
Experience using CRM systems (HubSpot, Salesforce, or similar)
Self-motivated, proactive, and comfortable working independently in a remote setup
Excellent time management, organizational, and follow-up skills
Prior exposure to R&D tax credits, accounting, or audit services (advantageous but not essential)
Nice to have:
Prior exposure to R&D tax credits, accounting, or audit services
What we offer:
Fully remote role, based in South Africa with UK working hours
Competitive remuneration with performance-based incentives
Opportunity to work closely with UK-based partners and senior advisors
Supportive, growth-oriented environment with ongoing training
Exposure to an international professional services environment
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