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Apprentice Business Development Executive - WERK
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About the Role
Build a strong sales pipeline for WERK, supporting CitAL’s aim to diversify income. Proactively engage prospective Founding Organisations and clients to secure discovery meetings. Maintain accurate CRM records, represent WERK professionally, and develop core B2B sales skills through structured training and weekly CEO coaching.
What You'll Do
- Join a structured, hands-on learning programme, initially supporting the CEO and learning WERK’s systems, products and sales approach.
- Take increasing ownership of the sales cycle, from prospecting and lead generation through to discovery meetings, proposals, negotiation and closing.
- Work proactive from an agreed target list of prospective organisations, using professional outreach across phone, email, LinkedIn and other channels to secure meetings.
- Qualify prospects against agreed criteria, prioritising quality and potential over activity volume alone.
- Identify and follow up warm introductions, referrals and opportunities from across the organisation and wider network.
- Support the CEO in developing target lists, outreach messaging and sales collateral.
- Attend discovery meetings alongside the CEO, progressing towards independently leading introductory meetings and simple sales pitches.
- Develop the commercial knowledge and confidence to progress opportunities through the sales pipeline.
Relationship Management & Representation
- Build strong relationships with prospective Founding Organisations, HR contacts and senior decision-makers across a range of sectors.
- Represent WERK and Citizens Advice Leicestershire professionally at networking events, introductory calls and other profile-raising opportunities.
- Clearly communicate WERK’s products and services, including the Friction Finder, Workplace Friction Index and WERK Flow Programme, referring detailed or bespoke discussions to the CEO.
- Maintain relationships with existing clients, ensuring satisfaction, upselling and cross-selling opportunities, and supporting contract renewals.
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CRM, Reporting & Commercial Performance
- Maintain accurate, up-to-date CRM records covering contacts, conversations, opportunities and pipeline stages.
- Provide weekly progress updates against agreed targets as part of coaching sessions with the CEO.
- Track personal activity and conversion metrics, including outreach, meetings secured and opportunities converted, providing clear visibility of pipeline performance.
- Develop commercial acumen by learning how to prepare financial proposals, calculate client ROI and understand pricing, profitability and margins.
Coaching, Apprenticeship & Progression
- Attend weekly coaching and development sessions with the CEO covering target-list reviews, deal coaching, sales skills and personal development.
- Follow an agreed development pathway, progressing from shadowing meetings and negotiations to independently leading introductory meetings, pitches and elements of the full sales cycle.
- As WERK’s pipeline and client base grow, there is a clear opportunity to progress into a lead business development role, potentially supported by future team growth.
Wider Responsibilities
- Uphold the aims, values and equal opportunities principles of Citizens Advice Leicestershire.
- Complete required training, including annual Data Protection training, and comply with relevant policies and procedures.
- Follow health & safety requirements and take reasonable responsibility for the safety of yourself and colleagues.
- Accommodate reasonable changes to working hours where required to support business needs.
- Undertake other reasonable duties necessary to support the effective operation of the organisation.
Where You'll Work
Cabourne House
Station Street Bingham
Nottinghamshire
NG13 8AQ
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What You'll Learn
Course Contents
- Sales planning and preparation
- Customer engagement
- Customer needs analysis
- Propose and present solutions
- Negotiate
- Closing Sales
- Gathering Intelligence
- Time Management
- Collaboration and teamwork
- Customer experience management
- Digital skills
Training Schedule
Off-the-job training will follow the time allocations outlined in the Occupational Standard. Building a portfolio of real-world evidence across negotiation, commercial and closing skills in preparation for the End-Point Assessment (EPA).
More Training Information
SR Apprenticeships is a leading national training provider delivering Apprenticeship programmes throughout the UK.
Desirable Qualifications
- GCSE in English (grade C/4/Pass)
- GCSE in Maths (grade C/4/Pass)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Problem solving skills
- Administrative skills
- Team working
- Initiative
- Ability to build rapport
- Willingness to learn
- Proactive
- Resilient
- Confident
- Self motivated
About This Employer
Citizens Advice Leicestershire is an independent and local non-profit organisation. Our purpose is “Sharing knowledge to transform lives”.
Citizens Advice Leicestershire
Company Benefits
- 6.8 weeks holiday allowance
- Pension - employer 6%
After This Apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay.
This role is a pilot so future prospects depend on the success of the role.
Ask a Question
The contact for this apprenticeship is:
SR APPRENTICESHIPS LIMITED
The reference code for this apprenticeship is VAC2000048215.
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