Sales and Marketing Agent

• The Sales & Marketing Agent will be responsible for generating new business opportunities, developing qualified leads, engaging prospective clients and converting prospects into clients for Athena Tax & Legal Advisory.
• The role combines B2B sales, business development, lead generation, relationship management and marketing support.
• The successful candidate will actively identify businesses that may require accounting, tax, payroll, legal, outsourced finance or CFO services; engage decision-makers; understand their challenges; present appropriate Athena solutions; arrange consultations and diagnostic sessions; follow up on opportunities; and contribute directly to revenue growth.
• This is a target-driven role suited to an energetic and commercially minded individual who enjoys prospecting, networking, building relationships and closing business.

Key Objectives of the Role

• The Sales & Marketing Agent will be expected to:
• Generate a consistent flow of qualified business leads.
• Build and manage a strong sales pipeline.
• Establish relationships with business owners and senior decision-makers.
• Generate appointments, consultations and financial/tax diagnostic sessions.
• Convert qualified prospects into paying clients.
• Increase awareness of Athena's services among target businesses.
• Develop new business opportunities through direct and digital channels.
• Maintain accurate and up-to-date sales records.
• Meet agreed monthly and quarterly sales targets.
• Support long-term client relationships, referrals and cross-selling opportunities.

Key Responsibilities

• Lead Generation
• Research and identify potential clients within Athena's target markets.
• Develop prospect lists based on industry, company size, location and business needs.
• Identify businesses experiencing accounting, tax, payroll, compliance or financial-management challenges.

Conduct outbound prospecting through:

• Telephone calls.
• Email.
• LinkedIn.
• WhatsApp.
• Networking.
• Business events.
• Referrals.
• Strategic partnerships.
• Digital campaigns.
• Other approved sales channels.
• Develop relationships with business owners, CEOs, CFOs, finance managers, HR managers and other decision-makers.
• Maintain a consistent daily prospecting schedule.
• Research prospects before initiating contact to ensure relevant and personalized communication.

Sales & Business Development

• Introduce prospective clients to Athena and explain the company's value proposition.
• Understand the prospect's business model, current challenges and requirements.

Identify opportunities for Athena's services, including:

• Accounting and bookkeeping.
• Tax compliance and advisory.
• Payroll services.
• Financial reporting.
• Outsourced finance.
• Fractional CFO services.
• Business advisory.
• Legal advisory.
• Qualify leads according to agreed sales criteria.
• Arrange introductory meetings and consultations.
• Schedule appropriate prospects for Athena's diagnostic and advisory sessions.
• Conduct sales presentations where appropriate.
• Handle objections professionally and communicate the value of Athena's services.
• Negotiate within approved commercial parameters.
• Close new business and ensure a smooth transition from prospect to client.
• Identify additional service opportunities within existing client relationships.

Marketing Responsibilities

The Sales & Marketing Agent will support Athena's marketing and lead-generation activities by:

• Promoting Athena's services through relevant digital channels.
• Supporting LinkedIn marketing and prospect engagement.
• Supporting email marketing campaigns.
• Assisting with WhatsApp-based business outreach.
• Identifying relevant industry groups and professional communities.
• Supporting business networking initiatives.
• Participating in exhibitions, conferences, seminars and business forums.
• Generating ideas for campaigns targeting specific industries.
• Supporting the distribution of educational content.
• Identifying potential referral partners.
• Monitoring competitor activities and market positioning.
• Gathering market intelligence from prospects and clients.
• Providing feedback on common customer concerns, objections and market needs.
• CRM & Sales Pipeline Management
• The Sales & Marketing Agent will be responsible for maintaining accurate sales records.

Responsibilities include:

• Entering new leads into the CRM or approved sales-tracking system.
• Recording prospect contact information.
• Documenting conversations and meetings.
• Recording prospect requirements and pain points.
• Updating opportunity stages.
• Recording proposal values and expected closing dates.
• Scheduling follow-up activities.
• Maintaining accurate lead-status information.
• Monitoring inactive and dormant opportunities.
• Conducting structured follow-ups.
• Preparing pipeline reports.
• Ensuring no qualified opportunity is lost due to poor follow-up.

Key Performance Indicators (KPIs)

• Performance will be assessed using agreed monthly and quarterly targets.
• Lead Generation
• Number of new prospects identified.
• Number of qualified leads generated.
• Number of decision-makers engaged.
• Quality of leads generated.

Sales Activity

• Number of outbound calls.
• Number of emails sent.
• Number of meetings booked.
• Number of consultations completed.
• Number of diagnostic sessions booked.

Conversion

• Lead-to-meeting conversion rate.
• Meeting-to-proposal conversion rate.
• Proposal-to-client conversion rate.
• Number of new clients acquired.
• Monthly recurring revenue generated.
• Total sales revenue generated.

Pipeline

• Total qualified pipeline value.
• Number of active opportunities.
• Average deal value.
• Sales-cycle duration.
• Pipeline coverage against target.
• Client Growth
• Referral opportunities generated.
• Cross-selling opportunities.
• Upselling opportunities.
• Client retention support.
• Specific numerical targets will be agreed between the employee and management based on the company's commercial objectives and territory.
• Target Customers

The Sales & Marketing Agent will primarily target:

• Small and medium-sized enterprises.
• Startups and scale-ups.
• Growing privately owned businesses.
• Companies expanding into new markets.
• Businesses with outsourced or underdeveloped finance functions.
• Businesses requiring tax and statutory compliance support.
• Businesses preparing for investment or fundraising.
• Businesses requiring management accounts and financial reporting.
• Companies requiring payroll support.
• Businesses that require outsourced CFO or financial-management support.
• Businesses operating across multiple African jurisdictions.
• NGOs and other organizations requiring professional financial support. Qualifications

Minimum Requirements

• Diploma or bachelor's degree in Marketing, Business Administration, Sales, Finance, Accounting, Economics or a related field.
• At least 1–3 years of relevant experience in sales, marketing, business development or client acquisition.
• Demonstrable experience meeting sales or business-development targets.
• Strong written and verbal communication skills.
• Strong interpersonal and relationship-management skills.
• Good understanding of the sales process.
• Ability to conduct effective prospecting and follow-up.
• Proficiency in Microsoft Office or Google Workspace.
• Ability to use digital communication and social-media platforms professionally.