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For Companies At a Glance
- Tasks: Be the first point of contact for leads and support our sales team.
- Company: Join AdvisoryAI, transforming the financial advisory sector with AI tools.
- Benefits: Earn a competitive salary, performance bonus, and enjoy 25 days holiday.
- Why this job: Make a real impact in a fast-paced startup environment while developing your skills.
- Qualifications: 1-2 years in customer-facing roles and strong communication skills required.
- Other info: Opportunity for growth in a dynamic, tech-driven company.
The predicted salary is between 28800 - 43200 ÂŁ per year.
AdvisoryAI is transforming the UK financial advisory sector with AI‑powered automation tools. We help financial advisers scale their practices by automating time‑consuming documentation and compliance work.
THE ROLE
You’ll be the first point of contact for every inbound lead, ensuring professional, rapid response that sets up our closers for success. This isn’t a traditional SDR role; you’re the foundation that holds our sales operation together, freeing our Head of Sales and BDM to focus 85% of their time on closing deals. You’ll qualify 120+ leads monthly, schedule demos, handle technical questions, and maintain flawless CRM hygiene. Your success directly translates to company success.
WHAT YOU'LL DO
- Lead Qualification & Response (40%)
- Respond to all inbound leads within 2 hours (95% SLA target)
- Identify decision-makers, budget, authority, needs, and timeline
- Screen for fit: firm size, IFA type, current tech stack, pain points
- Route qualified leads to appropriate closer
- Disqualify tactfully and maintain positive brand experience
- Coordinate calendars across closers
- Send confirmation emails with prep materials
- Handle reschedules and no-shows professionally
- Achieve 80%+ demo show rate through effective follow‑up
- Technical Support & Enablement (20%)
- Answer 80% of technical questions without escalation
- Explain product features, integrations (Intelliflo, MS Teams, Zoom)
- Clarify pricing, implementation timeline, and onboarding process
- Create and maintain FAQ library based on common questions
- Escalate complex technical queries to product team when needed
- Maintain 90%+ CRM data accuracy in all lead records
- Update lead status, qualification notes, and next steps daily
- Track response times, conversion metrics, and lead sources
- Generate weekly pipeline reports for sales leadership
- Follow-Up, Nurture & Cold Outreach (5%)
- Chase follow-ups on proposals, contracts, trials and outstanding questions
- Target small firms to book demos with the sales team
- Follow up with event attendees by calling interested firms
- Re‑engage cold leads with new content or product updates
REQUIREMENTS
- 1‑2 years in customer‑facing role (sales, support, or account management)
- Exceptional communication skills (phone, email, video)
- Comfortable with technology and SaaS products
- Process‑oriented with strong attention to detail
- Self‑starter who thrives in fast‑paced environments
- Comfortable with ambiguity in early‑stage startup
- Experience in B2B SaaS or fintech
- Familiarity with financial services (IFAs, advisers, wealth management)
- Prior SDR/BDR experience with lead qualification
- CRM experience (HubSpot, Salesforce, or similar)
- Understanding of compliance or regulated industries
COMPENSATION & BENEFITS
- Performance Bonus: ÂŁ8,000 OTE
- 25 days holiday + bank holidays
HOW TO APPLY
Send your CV and a brief note (150-200 words) to josh@advisoryai.com or alan@advisoryai.com. In your note, tell us:
- Why you’re excited about this role specifically
- Your proudest achievement in a previous customer‑facing role
- How you stay organised when managing 100+ concurrent conversations
Sales Support Specialist employer: AdvisoryAI
Contact Detail:
AdvisoryAI Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support Specialist
✨Tip Number 1
Get to know the company inside out! Research AdvisoryAI and understand their products, values, and the financial advisory sector. This will help you tailor your conversations and show genuine interest when you connect with them.
✨Tip Number 2
Practice your communication skills! Since you'll be the first point of contact for leads, being articulate and confident is key. Try role-playing with a friend or using video calls to get comfortable with technical questions and product features.
✨Tip Number 3
Stay organised! With 100+ conversations to manage, use tools like calendars and CRM systems to keep track of leads and follow-ups. This will help you maintain that 90%+ CRM data accuracy they’re looking for.
✨Tip Number 4
Don’t hesitate to apply through our website! It’s a great way to showcase your enthusiasm for the role. Make sure to highlight your relevant experience and how you can contribute to the team’s success in your application.
We think you need these skills to ace Sales Support Specialist
Some tips for your application 🫡
Show Your Enthusiasm: When you write your application, let your excitement for the Sales Support Specialist role shine through! We want to see why this position at AdvisoryAI gets you buzzing and how you can contribute to our mission.
Highlight Relevant Experience: Make sure to mention any customer-facing roles you've had, especially in sales or support. We love seeing how your past experiences align with what we do, so don’t hold back on those achievements!
Be Organised in Your Approach: Since you'll be managing multiple leads, share how you stay organised. Whether it’s using a specific tool or method, we want to know how you keep track of everything while maintaining that 90%+ CRM accuracy!
Keep It Concise and Clear: Your note should be brief but impactful. Stick to the word limit and make every sentence count. We appreciate clarity and directness, so get to the point while still showcasing your personality!
How to prepare for a job interview at AdvisoryAI
✨Know the Product Inside Out
Before your interview, make sure you understand AdvisoryAI's products and how they benefit financial advisers. Familiarise yourself with common technical questions and be ready to explain features and integrations like Intelliflo and MS Teams. This will show that you're not just interested in the role but also invested in the company's mission.
✨Master Lead Qualification
Since you'll be qualifying leads, brush up on the key criteria mentioned in the job description. Be prepared to discuss how you would identify decision-makers and assess fit based on firm size and tech stack. Practising scenarios can help you articulate your thought process during the interview.
✨Showcase Your Communication Skills
Exceptional communication is crucial for this role. During the interview, demonstrate your ability to communicate clearly and professionally. Use examples from your past experiences where you successfully handled customer inquiries or resolved issues, highlighting your phone, email, and video skills.
✨Prepare Questions That Matter
Interviews are a two-way street, so come prepared with thoughtful questions about the team dynamics, sales processes, and how success is measured in the role. This shows your genuine interest in the position and helps you gauge if it's the right fit for you.
