Business Development Executive

Role Overview

Lead Generation and Prospecting

• Identify target organisations — SMEs, large enterprises, multi-site businesses, and agencies — that require payroll training.
• Generate leads through cold calling, networking, email outreach, LinkedIn, events, and partnerships.
• Qualify prospects to understand payroll volumes, pay frequencies, industry challenges, and existing systems.

Understanding Client Needs

• Identify key decision-makers within target organisations: HR Directors, Payroll Managers, Finance Approvers, and Training Managers.
• Conduct detailed payroll needs assessments, covering compliance issues, staff turnover, and complexity flags.
• Understand clients’ compliance pain points — RTI submissions, pension auto-enrolment, statutory payments, and HMRC requirements.
• Present solutions that align with clients’ operational and regulatory needs.

Client Relationship Management

• Serve as the day-to-day contact for assigned clients, building strong and trusted relationships.
• Check in regularly to ensure satisfaction, identify challenges, and surface opportunities for improvement.
• Manage client expectations and communicate updates proactively.

Account Growth and Retention

• Identify upsell and cross-sell opportunities within existing accounts.
• Prepare tailored proposals and quotes for additional services or enhancements.
• Monitor client engagement and take action to prevent attrition.

Solution Presentation and Demonstrations

• Deliver tailored demos of payroll training products and the Act platform, explaining key features clearly.
• Showcase cost savings, efficiency improvements, and risk reduction outcomes.

Sales and Revenue

• Create quotes and pricing structures based on payroll complexity and volume.
• Achieve monthly and quarterly sales targets for new client acquisition and existing client revenue.

Internal Collaboration

• Work closely with Act Account Managers, Marketing, and the Operations/Customer Success team to ensure smooth client onboarding.
• Share market insights to support product development and marketing strategy.
• Provide regular feedback on client requirements, industry trends, and competitive activity.

Reporting and Administration

• Maintain accurate records of interactions, leads, and opportunities in the CRM.
• Produce sales forecasts, pipeline updates, and monthly reports for management.
• Track conversion rates, lost-deal reasons, and customer feedback.

Requirements

Essential

• Experience in business development, sales, or account management — particularly in a non-face-to-face environment.
• Strong communication, negotiation, and consultative selling skills.
• Proficiency in Microsoft Office, CRM systems, and digital lead-generation channels.
• Ability to explain technical processes clearly to non-technical clients.
• Strong organisational and time-management skills; able to manage multiple accounts without losing pace.
• Proactive and customer-centric approach to service.
• Comfortable working alongside AI tools; curious about how technology can make you better at your job.

Desirable

• Background in payroll, HR, or professional training services.
• Experience with payroll software or compliance frameworks (RTI, HMRC, pension auto-enrolment).
• Familiarity with IPASS or equivalent payroll qualifications.

Benefits

We have a collaborative culture where you can be yourself. Even at 400+ people, there is still a team feel. People are genuinely looked after here, it’s not just something we say. ****You get real autonomy to learn, to grow, to make an impact. And right now is a genuinely exciting time to join. We’re growing fast, we’re investing heavily in AI, and that creates real opportunity for the business and for the people in it. ****It’s a place where curious people thrive.