Tate Recruitment
Client Services – Player Manager
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Player Manager
Role Details
- Location: Bristol (Hybrid – 3 to 4 days in the office)
- Hours: 37.5 per week
- Start Date: ASAP
- Salary: £50,000 – £60,000 (DOE)
Overview
I’m very excited to be working with this specialist firm, which is committed to delivering exceptional customer service. The organisation ensures clients receive clear communication, fair pricing, and a seamless, well-supported experience from start to finish.
They are a friendly and supportive team with a strong client-first culture. It’s great to be partnering with a business that continues to grow and evolve while maintaining such high standards of service and care.
This organisation specialises in supporting individuals and families through complex administrative processes during sensitive life events. With a strong emphasis on clarity, transparency, and support, they provide expert guidance and peace of mind to their clients.
They also work closely with a network of professional partners, including legal professionals, financial advisers, and other service providers, enhancing their offering through trusted, high-quality support services.
Role Purpose
The Sales Manager / Probate Consultant will operate in a dual-capacity role, combining hands-on responsibility for converting sales opportunities with leadership of a client services team.
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Key aspects of the role include:
- Managing inbound enquiries using a consultative approach
- Nurturing leads through the full sales cycle
- Leading and developing a high-performing team
- Maintaining direct involvement in sales while driving overall team performance
This role requires someone who leads from the front, using personal performance and insight to drive team development and continuous improvement.
Key Responsibilities
- Manage and analyse performance data (MI), identifying trends and implementing improvements
- Act as a subject matter expert and escalation point for complex enquiries
- Oversee lead management processes to maximise conversion opportunities
- Support the team with complex cases, quotes, and client interactions
- Drive a seamless customer journey, identifying opportunities for cross-selling and upselling
- Deliver coaching sessions, including call listening and 1:1s, to improve performance
- Set objectives and monitor team performance against targets
- Manage client pipelines from enquiry through to agreement
- Provide high-quality, empathetic customer service throughout the lifecycle
- Identify and implement process improvements to enhance efficiency and outcomes
Performance Measures
- Achievement of individual and team KPIs (conversion rates, revenue)
- Effectiveness of processes and continuous improvement initiatives
- Customer satisfaction and service quality
- Team engagement, development, and retention
- Overall team performance and collaboration
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Skills & Experience
Essential
- Proven experience in a sales role within legal or professional services
- Strong track record of managing and developing teams
- Experience coaching, mentoring, and improving performance
- Ability to manage a personal sales pipeline alongside leadership responsibilities
- Excellent communication and relationship-building skills
- Experience working to and exceeding KPIs
Desirable
- Experience within probate, estate administration, or a related field
- Technical knowledge in legal or professional services environments
Personal Attributes
- Empathetic and customer-focused
- Strong commercial awareness with the ability to drive results
- Highly organised with strong prioritisation skills
- Proactive and solutions-oriented
- Collaborative leadership style with a focus on team development
Core Behaviours
- Clear and effective communication
- Commitment to continuous improvement
- Accountability and ownership
- Strong attention to detail
- Adaptability and responsiveness
- Relationship-focused approach
- Results-driven with a client-first mindset
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