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Client Project Manager – Sales & Account Growth

Job not on LinkedIn

🔥 0 minutes ago

🇿🇦 South Africa – Remote

💵 R26k - R34k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

👷‍♀️ Project Manager

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Optimal's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Optimal

Optimal

11 - 50 employees

Founded 2003

💼 Consulting

⚖️ Legal

💸 Finance

💰 $2.5M Debt Financing on 2013-05

Consulting • Legal • Finance

Optimal is an independent investment management company based in Switzerland. With over 20 years of experience in alternative investments, Optimal has established itself as a leading player in the alternative hedge funds sector. The company specializes in providing tailored investment solutions and advisory services to meet the unique needs of large clients.

📋 Description

• Proactively identify and win new clients through outbound sales, referrals and networking • Convert inbound enquiries into booked work through responsive communication, persuasive proposals and follow-up • Build client relationships and become the trusted point of contact • Generate quote opportunities within existing accounts • Manage the sales pipeline, quote conversion and client revenue growth • Coordinate engineers, subcontractors or suppliers for surveys and specialist input • Prepare clear, itemised quotes with accurate scope, pricing and exclusions • Negotiate supplier and subcontractor prices, availability and terms while protecting profit margins • Develop a reliable supply chain • Coordinate engineers, subcontractors, materials and access throughout project delivery • Provide work instructions and keep clients informed of progress • Resolve issues proactively and escalate when necessary • Verify completed work through photos, client feedback and completion checks • Agree scope changes and additional costs before extra work proceeds • Ensure jobs are invoiced within 24 hours of completion • Follow up outstanding payments and resolve billing queries • Monitor project profitability and commercial outcomes from enquiry through payment • Use ChatGPT and other AI tools for quote drafting, client communication, meeting preparation and sales follow-up • Check AI outputs for accuracy and adopt the company’s AI and automation system • Identify opportunities to reduce repetitive work and improve speed, accuracy and client experience • Maintain accurate client, opportunity and job records • Continue developing knowledge of maintenance and refurbishment trades, materials, labour requirements and pricing

🎯 Requirements

• At least two years’ experience in property maintenance, refurbishment or a closely related trade services business • A track record of winning work, converting quotes or growing client accounts • Strong sales and relationship-building skills, with the confidence to approach new clients and develop repeat business • Confident negotiation skills and a sound understanding of pricing, costs and profit margins • Practical trade knowledge and a commitment to continually developing it • Hands-on experience using ChatGPT or similar AI tools, with examples of how they improve your productivity • Curiosity about AI and a willingness to keep learning and adapting as our systems evolve • Experience coordinating clients, engineers, suppliers and subcontractors • Strong organisation, clear written and verbal communication, and reliable follow-through • Confidence using CRM systems, job tracking software and Microsoft Office • Experience working towards targets, participating in daily stand-ups and contributing to process improvements • A proactive approach—you follow up, solve problems and take responsibility for results • Your own well-specified computer capable of smoothly running multiple business applications, AI tools and video calls simultaneously • Two screens • A good-quality camera/webcam • A good-quality headset with clear microphone • Fast, reliable internet • A suitable dedicated, quiet and professional home office • Ability to work agreed hours supporting UK clients and delivery teams • Comfort working independently, staying accessible to colleagues and clients, and taking ownership of targets and results • A degree in any field and occasional weekend availability are advantages

🏖️ Benefits

• Competitive base salary with an uncapped bonus scheme • Profit-sharing scheme • Career development opportunities as the business grows across the UK and Dubai • The opportunity to contribute to a business building its own AI-powered systems and automations • A collaborative, performance-driven culture with clear targets and ownership of results

Apply Now

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