Senior B2B Client Qualification and Customer Operations Specialist

Manage top-of-funnel pipeline generation and marketing operations for premium machinery portfolios including Volvo, Hidromek, Dynapac, Rep Tec, and Kioti. Conduct B2B prospecting, map project timelines and asset requirements, qualify decision-makers, and create detailed quote opportunities for sales representatives.

Generated 743 live decision-maker pitches and 107 qualified quote opportunities from January to October 2026, achieving a 14.4% pitch-to-opportunity rate. Managed 7,494 corporate records in BigChange and Excel, built a regional callback programme, maintained data quality, and used phone, email, SMS, LinkedIn, and WhatsApp Business outreach to engage prospects. Opportunities transferred have contributed £178,800 in closed capital machinery contract volume.

Executed national B2B outbound campaigns and qualification activity for construction, earthmoving, recycling, and machinery brands including Case Construction, Terex Ecotec, Keestrack, Sunward, AUSA, and Faresin. Managed enterprise prospecting, lead qualification, referral generation, and CRM data accuracy in a fully remote role.

Consistently achieved 105% to 110% of sales quota and generated nearly 5,000 referrals for regional sales teams during nine years of service. Averaged 40 to 42 decision-ready opportunities per month against a target of 500 annual referrals, helping originate an estimated £8 million in sales revenue. Also mentored new starters on Fusemetrix CRM compliance, data fidelity, KPI standards, and workflow processes.

Conducted hybrid outbound outreach for residential private medical insurance, identifying prospective customer interest and passing qualified client details to insurance consultants.

Promoted to Team Leader with responsibility for maintaining call-quality standards, coaching conversational approach, ensuring accurate CRM logging, and supporting the team in meeting performance targets.

Worked remotely on consumer referral outreach, data cleansing, structured fact finding, and appointment-setting activity within the private medical insurance market.

Captured core health policy requirements, verified customer information, prepared qualified data packages, and routed opportunities to consultants for quotation and follow-up.

Started in outbound residential private medical insurance outreach and progressed into a consultant role covering referral marketing, client applications, quotation preparation, and renewal policy conversion.

Supported regulated underwriting submissions by guiding customers through policy details, ensuring complete and accurate information, maintaining records in ACT! by Sage, and achieving demanding KPI targets.