Closing Date: 27 July 2026
Purpose:
The primary responsibility of this role is to drive sales growth through proactive customer engagement, lead generation, and relationship management. The Customer Care Agent (Internal Sales) is responsible for managing and growing existing customer accounts, identifying new business opportunities, generating qualified leads, converting opportunities into sales, and ensuring exceptional customer service.
The role serves as a key point of contact for customers, providing professional support while promoting SafetyCloud's products and services. Through effective relationship management, consultative selling, and customer engagement, the Customer Care Agent contributes to revenue growth, customer retention, and the achievement of business objectives.
Responsibilities:
Sales Generation and Business Development
- Manage and maintain relationships with assigned customer accounts.
- Identify and pursue new business opportunities through lead generation, prospecting, and cold calling.
- Generate qualified sales opportunities and convert leads into confirmed sales.
- Achieve individual sales, activity, and revenue targets.
- Identify cross-selling and upselling opportunities across SafetyCloud's product and service offerings.
- Maintain an active sales pipeline and ensure consistent follow-up on opportunities.
- Conduct outbound customer engagement activities to promote products, services, and campaigns.
- Support business growth through proactive customer acquisition and retention initiatives.
Customer Relationship Management
- Build and maintain strong relationships with existing and prospective customers.
- Serve as a trusted point of contact for customer enquiries and support.
- Develop a thorough understanding of customer needs and recommend suitable solutions.
- Provide accurate information regarding products, services, training courses, and pricing.
- Ensure a high level of customer satisfaction through professional and responsive service.
- Resolve customer queries efficiently and escalate matters where required.
- Conduct regular customer follow-ups to strengthen relationships and improve conversion rates.
Quotations, Sales Administration and CRM Management
- Prepare and issue accurate quotations within agreed turnaround times.
- Follow up on quotations to maximise conversion opportunities.
- Accurately capture and maintain customer information and sales activities within the CRM system.
- Record customer interactions, opportunities, and sales outcomes.
- Process customer bookings, orders, and related documentation accurately.
- Maintain accurate pipeline information and sales forecasting data.
- Ensure all customer and sales records remain up to date.
- Support reporting requirements through accurate administration and record keeping.
Client Portal Adoption and Customer Engagement
- Promote and onboard customers onto the client portal.
- Educate customers on the benefits and functionality of the portal.
- Encourage customer adoption of self-service tools and online platforms.
- Provide support and assistance with portal-related enquiries.
- Drive customer engagement through available digital channels.
Reporting and Performance Management
- Monitor performance against agreed sales and activity targets.
- Maintain accurate records of sales activities and customer engagements.
- Prepare and submit weekly and monthly sales reports.
- Track lead generation, quotation conversion, sales performance, and customer retention metrics.
- Provide feedback on customer trends, market opportunities, and competitor activity.
- Participate in sales reviews, pipeline discussions, and performance improvement initiatives.
Health, Safety and Compliance
- Comply with all company Health, Safety, Environmental, and Quality (HSEQ) policies and procedures.
- Conduct all customer interactions in accordance with ethical sales practices and company standards.
- Maintain confidentiality of customer and company information.
- Comply with POPIA and all other applicable regulatory requirements.
- Participate in mandatory company, product, and compliance training programmes.
- Promote a culture of professionalism, integrity, and accountability.
