Account / Sales Executive - Apprentice

Accurately update and maintain Freshdesk (our helpdesk portal) with professional service enquiry (PSE) updates, on a daily/regular basis, in readiness for the weekly Team review. Creation, commercial validation and prompt processing of customer quotations and proposals in Sage X3, including PSE quotations, licence quotations, bespoke software requirements (BSR) and technical consultancy requirements (TCR) proposals. Utilise Zoho CRM for opportunity management by tracking open customers quotations and proposals and proactively communicating with customers for progress updates. Accurately maintain sales progress updates in Sage X3 (our ERP platform) to ensure full transparency across the business on project timescales and upcoming work to be scheduled. Communicate with Sage and partners on quotations required by customers and follow-up, updating both internally and externally. Support in the preparation for customers meetings, including compilation of information from Freshdesk on Support tickets, PSE and financial updates, and renewals. Attend internal and external meetings as the minute taker, ensuring minutes are accurately recorded, produced and communicated to the appropriate stakeholders promptly, and assisting the team with any follow-up actions. Assistance with diary management, liaising with customers, partners and colleagues to create scheduled appointments with no clashes. Update and maintain customer spreadsheets i.e. the Customer Meetings and the Customer Product Portfolios in readiness for performance targets and revenue opportunities analysis. Promote new Mysoft products and solutions to customers, ensuring they are sent relevant datasheets and updates on the latest features and functionality. Provide monthly sales results to the sales team, analysing how the team have performed against the overall target month on month, by quarter and annually. Assistance with maintaining customer information in M drive, CRM and Sage X3 to include elements such as licence volumes, patching level, contracts, annual pricing changes, partner solutions, etc.

Training:

Training will be provided via the Level 4 Sales Executive Apprenticeship programme with Apprentify, one of the top-rated training agencies delivering digital and technical apprenticeship programmes from start to finish. You’ll be set up for success with a blended learning approach including virtual classroom days, personalised coaching sessions, self-led e-learning and activities to practice what you’ve learnt. At Mysoft we care about our employees as much as we do our customers and you’ll receive full support from the team.

Training Outcome:

In your first year you’ll be the back bone of our Sales team, learning from the ground up and taking on all the administrative tasks to support our sales operations. Within 12 to 18 months, you’ll have gained the confidence and skills to take your first step into a customer facing role, which could be Sales or Account Management, and eligibility into the Sales Bonus Scheme. So long as you prove you're the right person for the job, we'd try and keep our apprentices on as full-time employees.

Employer Description:
Here at Mysoft, we’re on a mission to enable our customers to unlock their business potential via Sage X3 Enterprise Resource Planning, and Sage Intacct software. We are the longest-standing Sage X3 partner and one of the most innovative Sage Intacct partners in the UK with over 450 years of combined expertise in the sale, implementation, development and support of Sage solutions. Helping our customers grow and evolve their business, arming them with the tools and skills to perform at their best, is at the heart of what we do!

Working Hours :
Monday to Friday 9am to 5.30pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative