Business Development & Relationship Executive

Location: Hybrid Working, two days London Liverpool Street office, three days remote

Prosperwell is redefining how sales and marketing works in the UK social care sector.

We help the country’s leading care organisations grow sustainably so they can continue delivering exceptional care to families who need it most.

As the UK’s leading specialist sales and marketing agency for care providers, and the first agency to sweep every major care marketing award in a single year, we have built our reputation through discipline, expertise, and a relentless focus on outcomes.

We invest heavily in our people, our systems, and our standards.

You will be supported to do your best work, challenged to grow, and trusted to lead with autonomy and accountability.

Overview and Role Purpose

The Business Development & Relationship Executive is a sales role responsible for creating and converting high quality commercial opportunities for Prosperwell.

You will engage prospects through Prosperwell’s lead engagement initiatives and events, qualify intent and fit, and book discovery conversations with the Head of Marketing Services or the Head of Sales and Customer Experience, depending on the opportunity.

For Prosperwell’s CRM, you will manage the commercial process directly, including qualification, product demonstrations, follow-up, sign-up and customer onboarding.

The role sits at the front of Prosperwell’s commercial process, ensuring that agency opportunities progress to the appropriate service leader, while suitable CRM opportunities progress from initial interest through to becoming an onboarded customer.

• Core Objectives
• Maintain a high lead to qualified discovery call percentage
• Maintain a high discovery call to strategy meeting conversion rate
• Contribute to a predictable, repeatable pipeline model
• Deliver effective demonstrations of Prosperwell’s CRM
• Convert qualified CRM prospects into paying customers
• Deliver a clear and professional onboarding experience

Key Responsibilities & Activities

• Identify and engage targeted care providers including activities like Linked In, email, phone outreach, and in-person events
• Develop relationships with strategic and referral partners, identifying opportunities for introductions and collaborative lead generation
• Represent Prosperwell at workshops, Lunch and Learn sessions, round tables, speaking events and other initiatives, building relationships before, during and after each event to identify and progress relevant commercial opportunities
• Position these offers clearly and professionally in a way that makes engagement easy
• Maintain consistent daily outreach activity
• Respond to new inbound leads within agreed timeframes and personalise follow-up based on the lead’s profile, behaviour and enquiry
• Use relevant content, events and lead engagement offers to nurture qualified prospects, deepen relationships and move them towards an appropriate commercial conversation
• 3. Qualification and Discovery Preparation
• Conduct structured qualification calls to move a high percentage of qualified leads into the discovery stage.
• Identify whether the opportunity should progress to a Head of Service Line or directly into a CRM demonstration
• 4. Meeting Bookings and Follow-up
• Book qualified discovery calls into the appropriate diary
• Confirm meetings to reduce no-show rates
• 5. CRM Demonstrations and Onboarding
• Deliver tailored CRM demonstrations to qualified prospects.
• Clearly communicate the CRM’s features, benefits and commercial value.
• Manage CRM opportunities through to sign-up, including handling questions and commercial objections.
• Coordinate and deliver a smooth onboarding experience, ensuring customers are successfully set up and handed over for ongoing support.
• 6. Data Management
• Track lead status, progression and outcomes in CRM
• Clearly document context and notes of emails and conversations with leads to ensure Heads of Departments receive high-quality information prior to discovery calls
• Regular reviews of lead records to ensure a clean database
• 7. Professional Development and Self-Management
• Tracking of key performance indicators (KPIs) and related metrics to bring about awareness of overall performance, identify opportunities, etc.
• Regular reviews with management to review performance related to all the above and adjust responsibilities, activities, and/or targets
• Key Performance Indicators

This role is measured on outcomes, not busyness.

Primary KPIs

• Lead Engagement Offers Accepted
• Qualified Discovery Calls Sat
• Discovery Call to Strategy Meeting Conversion Rate
• Qualified CRM Demonstrations Sat
• CRM Demonstration to Customer Conversion Rate
• New CRM Customers Signed

Specific targets for the above KPIs will be set and reviewed separately and may evolve in line with business strategy, including changing KPIs where necessary.

Supporting Metrics

We will also help you in your effort to achieve KPIs by providing supporting metrics, which may include discovery call show rate, outreach volume, engagement rate, progression to strategy meetings, CRM accuracy, etc.

Skills and Experience Required

• 3 years+ experience in business development, sales development or client engagement
• Confidence in proactive outreach, structured conversations and representing Prosperwell at events
• Strong verbal and written communication skills
• High resilience and consistency
• Excellent conversationalist; Intuitive, inquisitive, diplomatic, high emotional intelligence, active listening, reflecting back, confidence.
• Comfort working with CRM systems
• Commercial awareness and sound judgement
• Growth mindset
• Care sector knowledge is beneficial but not essential.
• Ability to explain technology clearly to non-technical audiences.
• Experience managing opportunities through to successful sign-up and onboarding.
• Logistics
• Schedule: Full-time; Generally, "business hours" Monday through Friday, although work outside of these hours and days may be required to meet commitments.
• Travel: Local and/or national travel will be required from time-to-time.
• Our Core Values
• Striving for Excellence: We hold ourselves to exceptionally high standards and take pride in delivering work that genuinely moves the needle.
• Humility and Collaboration: We value open, honest communication and believe the best outcomes come from learning together and challenging ideas constructively.
• Positive and Energetic: We believe great work happens in an environment that is encouraging, supportive, and enjoyable.
• Problem Solving: We take ownership, act decisively, and approach challenges with a solutions-first mindset.
• Efficient: We work systematically, build repeatable processes, and focus on doing the right work well rather than more work poorly.

Benefits, Development and Culture

• Rest, Recharge and Wellbeing
• Paid birthday off
• £75 wellbeing allowance following probation, to spend on something that supports your wellbeing, such as trainers, a Fitbit, gym equipment or similar
• Two paid Energiser Days each year
• Earlier Friday finishes during selected summer and winter months
• Additional paid leave while the office is closed between Christmas and New Year
• Optional healthcare cash plan, including support with dental, optical, physiotherapy and virtual GP costs, alongside counselling, fitness classes and selected retail discounts
• Ongoing training and personal development
• Clear opportunities for career progression as Prosperwell grows
• A high degree of autonomy, responsibility and the opportunity to shape the role as the business scales
• Team and Culture
• Regular team outings and bucket-list activities, which can include go-karting, pottery making, virtual reality experiences, Topgolf and paintballing
• Team drinks and lunches to celebrate company wins
• Quizzes, social events and team fundraising activities
• Subject to company policy, eligibility requirements and business needs.
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