- Own first live contact with inbound and engaged outbound leads
- Conduct structured qualification calls and/or emails to assess fit, intent, urgency, and stakeholders
- Rapidly disqualify low-fit or low-intent opportunities
- Ensure all interactions are accurately captured in HubSpot
- Run lightweight discovery conversations (not full sales discovery)
- Validate problem relevance, buying context, and timing
- Identify stakeholders and decision-making structure
- Capture clear, factual qualification notes
- Progress qualified leads through agreed early pipeline stages
- Book high-quality discovery meetings for Sales
- Ensure opportunities meet agreed qualification criteria prior to handover
- Provide Sales with concise context, risks, and agreed next steps
- Maintain accurate lifecycle stages, deal fields, and close dates
- Treat CRM accuracy as a commercial responsibility
- Flag stalled or poor-quality opportunities early
- Work closely with Sales to improve qualification quality
- Act on feedback from Sales to refine early-stage assessment
- Support forecasting accuracy through disciplined pipeline management
- Experience in Inside Sales, SDR, or commercial support roles
- Comfortable running qualification conversations with prospects
- Strong CRM discipline (HubSpot preferred)
- Clear, structured communicator
- Commercial curiosity and confidence to challenge
- B2B sales environment experience
- Exposure to healthcare, life sciences, technology, or regulated markets
- Familiarity with qualification frameworks (e.g. BANT)
- 26 days annual leave
- Hybrid working
- Private medical insurance
- Group life assurance
- Group income protection
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Commercial Engagement Executive - Croydon - RDi
Description
Job Description
About the Company
RDi employs cutting-edge production techniques to refine the process of managing sensitive data, messaging, IVD kitting and fulfilment.
Overview
The Commercial Engagement Executive is responsible for converting engaged leads into qualified sales opportunities through structured qualification, timely follow-up, and disciplined pipeline progression.
The role focuses on early-stage commercial conversations, lead triage, and opportunity validation. It acts as a critical bridge between Growth/Marketing activity and the core Sales team, ensuring that only sales-ready opportunities are progressed.
This is a hands-on commercial execution role. It is not a marketing role, a campaign-design role, or a full-cycle closing position.
Key Responsibilities
Lead Qualification & Triage
Early-Stage Commercial Discovery
Opportunity Progression & Handover
CRM Discipline & Pipeline Hygiene
Collaboration & Feedback Loop
Core Skills
Desirable
Compensation and Package
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Fan Engagement Executive
Only for registered members London
-
Commercial Engagement Executive
Only for registered members London
-
Membership Engagement Executive
Only for registered members City of London
-
Fan Engagement Executive
Full time Only for registered members London
-
Event Engagement Executive
Only for registered members London
-
Community Engagement Executive
Only for registered members London
-
Membership Engagement Executive
Only for registered members City Of London, England
-
Employee Engagement Executive
Only for registered members London
-
Community Engagement Executive
Only for registered members London Area
-
Customer Engagement Executive
Only for registered members London Area
-
Employee Engagement Executive
Only for registered members London, England
-
Digital Engagement Executive
Full time Only for registered members Dorking
-
Digital Engagement Executive
Only for registered members Dorking
-
Customer Engagement Executive, Telesales
Only for registered members London
-
Senior Customer Engagement Executive
Only for registered members London
-
Customer Engagement Executive
Only for registered members Watford
-
Senior Customer Engagement Executive
Full time Only for registered members London
-
Senior Customer Engagement Executive
Only for registered members London, England
-
Customer Engagement Executive, Telesales
Only for registered members London Area
-
Employer Engagement Executive
Only for registered members Basildon, England
-
Customer Engagement Executive
Only for registered members Watford, England