Sales and Marketing Agent at Athena Tax and Legal Advisory

Sales and Marketing Agent at Athena Tax and Legal Advisory | Iko Kazi

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:

Key Performance Indicators (KPIs)

Sales Activity

Conversion

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.