Run discovery and sales meetings with SME/MSME prospects, understanding the upskilling problem they're trying to solve and who the training is for
Buildand send proposals — using our standard, WSQ-approved programme cataloguewherever it fits, and looping in Programme & Content for a customised classor a net-new, WSQ-certified programme when it doesn't
Own your pipeline end-to-end in Zoho CRM: accurate stage progression, realistic closing dates, and clean data on every deal you carry...
Support fully in research and brainstorm of new business pitch and existing clients, including but not limited to competitor analysis, market landscape analysis, communication opportunity discussion, tagline ideation, and message house building.
Assist in writing and distributing pitch letters, news releases, backgrounders, fact sheets, bios, newsletters, reports and other communications material.
A strong track record of leading delivery on large-scale, complex projects, ideally within enterprise software, data, or technology implementation environments.
Significant experience working directly with clients in the capital markets or broader financial services space.
Proven ability to act as a delivery lead: owning project governance, managing risk, and driving multi-workstream delivery to successful outcomes....
CRM & Lifecycle Marketing: Deep, hands-on experience designing and executing programs across the full customer journey. Builds segmentation logic, personalisation strategy and automated flows anchored in commercial outcomes, not just campaign execution.
Loyalty & Partnership Marketing: Solid understanding of loyalty program mechanics (earn/burn, tiering, member value proposition) and how to market them effectively across segments and channels. Proven ability to activate brand partnerships, event management and experiential moments from brief to delivery, with strong agency management.
Data Analysis & Fluency: Comfortable working with member behaviour data, campaign analytics and dashboards to surface insight and drive continuous improvement. Tracks activity to outcomes, not outputs....