Sales & Client Support Executive in Burgess Hill

A Bit About The Role... We're a small, close-knit team in a growing business, and we're looking for a new team member to become part of our work family. This role supports the sales team by preparing quotes, managing client communications, updating our CRM, and coordinating orders to keep the sales process running smoothly. You'll handle enquiries, schedule meetings, and assist with events and client visits. As a small team, this role offers plenty of variety—no two days will be the same! You're highly organised, proactive, and confident juggling multiple tasks. With strong communication skills and excellent attention to detail, you enjoy supporting others, working with systems like Pipedrive, and keeping everything running seamlessly behind the scenes.

Responsibilities

• Act as the go-to support partner for the sales team, providing reliable sales support and professional client liaison.
• Prepare accurate and timely quotations using our CRM system (Pipedrive), while supporting the sales team with presentations, documentation, and ad-hoc sales materials.
• Proactively manage and respond to customer enquiries, ensuring clear communication and prompt follow-up.
• Set up and maintain project deals in Pipedrive, including adding notes, uploading enquiries, and keeping CRM data clean and up to date.
• Complete order onboarding forms and coordinate purchase orders with the customer care team to ensure a smooth handover.
• Monitor live orders, flagging follow-up actions and supporting the sales team to keep orders moving efficiently.
• Manage the general sales inbox, prioritising and actioning enquiries with confidence and efficiency.
• Engage with existing customers to share updates on new product launches and assist in booking appointments for account managers.
• Support enquiry qualification and follow-ups, helping the sales team focus on high-value opportunities.
• Collaborate closely with Design and Supply Chain teams on special or one-off projects, ensuring queries are resolved and opportunities maximised.
• Provide second-line support for incoming phone calls, taking clear, accurate messages when required.
• Oversee the preparation and dispatch of sample packs, finishes, and supporting materials.
• Help manage showroom resources, ensuring literature, samples, and merchandise are well stocked and organised.
• Support the sales team during showroom visits, client meetings, exhibitions, and events to help drive brand awareness and new business.
• Take on additional responsibilities as needed, embracing the variety that comes with being part of a small, growing team.

Requirements

• A strong background in administration or sales support, with proven experience in a customer-facing role.
• Confident working directly with clients, building rapport and communicating clearly by phone and email.
• An interest in furniture and design, ideally with experience in the commercial furniture or design-led sector.
• Excellent IT skills, with strong working knowledge of Microsoft Office, particularly Outlook and Excel.
• Hands-on experience using a CRM system (Pipedrive or similar), with a natural eye for keeping data accurate and organised.
• Highly organised and conscientious, with the ability to prioritise your workload, manage multiple requests, and consistently meet deadlines.
• A proactive self-starter who enjoys variety and takes ownership of tasks from start to finish.
• An enthusiastic team player with a genuine desire to grow and develop alongside the business.
• A strong listener who can quickly understand requirements and deliver to expectations.
• Meticulous attention to detail, paired with efficient and methodical working practices.
• Excellent written and verbal communication skills.
• Willing and able to visit our London showroom at least once a week.

Why work for us

Workagile was established in 2017 with the idea of making the workplace more agile through innovative and unique furniture designs, and in 2019 we were acquired by Pineapple Contracts. The need for hybrid workspaces has surged due to the increase in virtual meetings, alongside the need for more efficient, flexible spaces to work and meet, largely within smaller office footprints as companies either downsize or re-design due to flexible working teams. Our focus at Workagile has evolved to follow this demand and saw us launch our first acoustic pod solution in 2022. Since then, we have expanded to three ranges, and alongside our Huddlebox Collection we have a unique position in the market. Workagile are now becoming a recognised brand, engaging with global companies including Pfizer, GSK, WSP and HSBC, through a network of dealers & Design+Build clients, while architects, designers and end users themselves remain key stakeholders on larger projects through the project specification route.

Benefits

• Competitive salary.
• Pension scheme.
• Healthcare Cash Plan - You can claim for medical expenses, dentist or optical services, as well as access to 100s of deals and discounts.
• 23 days annual leave + UK bank holidays.
• Extra day's leave for your birthday.
• All new starters, we'll plant a tree in your honour. We currently have trees planted in the UK, Tanzania, Uganda, Kenya, and Madagascar.
• Sustainability-focused - We're committed to reducing our environmental impact through low carbon operations, renewable energy, and recycled materials.

We are an equal opportunities employer. We welcome applications from all suitably qualified persons. Agencies we know where you are if we need any support, thank you for your interest in working with Workagile.