This role provides an exciting opportunity to work closely with the Business Development Director and wider Sales Team to support business development operations across Metro Safety. Combining administrative excellence with commercial insight, you’ll play a key part in helping the team win new opportunities, improve customer engagement and maintain high-quality Salesforce CRM data.
As part of the broader Obsequio Group, you’ll have access to professional development and clear progression opportunities for individuals who show initiative, accuracy, and commitment to exceptional service.
What You’ll Be Doing
Sales Support & Administration
Provide proactive administrative support to the Business Development Director and wider Sales Team
Prepare meeting materials, presentations and performance summaries ahead of internal and external engagements
Attend meetings, take minutes, record actions and follow up to ensure completion
Coordinate diaries, meeting logistics and post-meeting correspondence
Maintain updated, organised documentation related to business development activity
Reporting & Data Management
Generate and compile regular Salesforce reports and dashboards on pipeline, retention, and performance metrics
Ensure accuracy of key performance indicator (KPI) data used in reporting
Undertake regular data hygiene activities to uphold CRM integrity
Support collation and production of Business Review Packs
Quoting & Commercial Administration
Create and update quotes within Salesforce, ensuring accuracy and timely submission
Coordinate bid preparation, document formatting, and compliance checks
Liaise with customers to confirm quotation details, follow up proposals, and update CRM accordingly
Customer Support & Retention
Respond to basic customer enquiries via phone and email, ensuring all interactions are logged
Engage proactively with customers to support service retention across contract lifecycles
Operational & Salesforce Support
Assist with target tracking and departmental performance reporting
Identify process improvement opportunities and support documentation updates
Develop into a Salesforce Super User, supporting and guiding the wider team (training provided)
Liaise with operational teams to ensure customer needs are met professionally and promptly
Who We’re Looking For
We’re looking for someone who is enthusiastic about supporting commercial delivery, is highly organised, and enjoys working in a team-oriented, high-performing environment. You will have strong communication skills, attention to detail, and a proactive, service-driven approach.
Skills, Experience & Qualifications
Essential
A Level or equivalent qualification
Proven customer success or customer-focused experience
Strong attention to detail and accuracy
Good computer literacy, including Salesforce and Excel
Numeracy skills and data accuracy mindset
Clear and effective communication skills
Pro-active and responsible problem-solving approach
Desirable
Degree or equivalent qualification
Sales experience
Experience using company databases / CRM systems
Good presentation skills
Key Competencies
Initiative and ability to deliver high-quality output
Strong organisation skills
Willingness to learn and develop professionally
Ability to influence and engage with customers and internal stakeholders
Why Join Metro Safety?
Be part of a growing, technology-driven compliance business
Work in a hybrid, supportive and collaborative environment
Develop your skills in business development, CRM and customer engagement
Clear progression opportunities for high performers
Contribute to a team that values service excellence and customer success