Client Project Manager – Sales & Account Growth

Job not on LinkedIn

🔥 1 hour ago

🇿🇦 South Africa – Remote

💵 R26k - R34k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

👷‍♀️ Project Manager

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Optimal

WebsiteLinkedInAll Job Openings

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 consistent follow-up. • Build strong client relationships and generate quote opportunities within existing accounts. • Own 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 pricing, availability and terms while protecting profit margins. • Develop a reliable supply chain and use trade knowledge to identify gaps and practical solutions. • Act as the client’s main point of contact throughout the job lifecycle. • Coordinate engineers, subcontractors, materials and access to ensure smooth delivery. • Provide work instructions, update clients, resolve issues and verify completed work. • 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 productivity improvements, test AI applications and share improvements with the team. • 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. • A degree in any field and occasional weekend availability are advantages. • Reliable, modern computer capable of smoothly running multiple business applications, AI tools and video calls simultaneously. • Dual-screen setup. • Good-quality webcam. • Good-quality headset with clear microphone. • Fast, reliable internet. • Dedicated, quiet and professional home office. • Ability to work agreed hours supporting UK clients and delivery teams. • Comfortable working independently, staying accessible to colleagues and clients, and taking ownership of targets and results.

🏖️ 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.

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