Skills

Communication Salesforce HubSpot Sales Lead Qualification CRM Attention to detail

Job Specifications

JUNIOR SALES REPRESENTATIVE (SALES SUPPORT)

AdvisoryAI | Office Based

ABOUT ADVISORYAI

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.

Reporting to: Head of Sales

Team: Head of Sales + 1 BDM (scaling throughout the year)

WHAT YOU'LL DO

Lead Qualification & Response (40%)

Demo Coordination & Scheduling (25%)

Technical Support & Enablement (20%)

CRM & Pipeline Management (10%)

Follow-Up, Nurture & Cold Outreach (5%)

REQUIREMENTS

Essential:

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

Desirable:

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

Base Salary: £25,000
Performance Bonus: £8,000 OTE
Total Package: £33,000

Benefits:

25 days holiday + bank holidays
Latest tech equipment (MacBook, monitor, accessories)

HOW TO APPLY

Send your CV and a brief note (150-200 words) to josh@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