Customer Sales Executive

Ventrolla is a leader in heritage window and door restoration, preserving the character and beauty of period properties across the UK for over 40 years. From our head office in Harrogate, we work with discerning homeowners, architects and property professionals to restore, upgrade and transform original timber windows and doors.

At Ventrolla, craftsmanship and innovation go hand in hand. Our expert teams combine traditional joinery skills with modern engineering to deliver bespoke timber window and door solutions that respect the authenticity of historic homes while significantly improving comfort, energy efficiency and longevity. Every project is designed with care, ensuring the original charm and architectural integrity of a property is not only protected, but enhanced.

Joining Ventrolla means becoming part of a company that values craftsmanship, attention to detail and pride in delivering what we stand for; ‘Precision Heritage’. Whether restoring original sash windows or installing beautifully crafted timber replacements, every member of the Ventrolla team contributes to delivering a premium experience that customers trust and recommend. We are proud to uphold an ‘excellent’ rating on Trustpilot and have won ‘Property Business of the Year 2026’.

For those who join us, Ventrolla offers the opportunity to work with a respected brand, develop specialist skills and be part of a team that genuinely cares about quality, heritage and customer satisfaction, working on prestigious properties from cottages, manor houses and national landmarks to royal residences.

Role Purpose

The Regional Customer Sales Executive is responsible for driving customer engagement, enquiry conversion and early-stage lead generation within their region.
They ensure every customer enquiry is handled professionally, surveys are booked efficiently, communication is proactive, and leads are progressed to maximise the three core sales conversion metrics:

• Enquiry → Survey
• Survey → Order
• Enquiry → Order

The role supports both the Sales Manager and the Heritage Sales Surveyor, ensuring a seamless customer journey from first contact to quotation.

Key Responsibilities

1. Customer Engagement & Enquiry Handling

• Handle all inbound enquiries promptly and professionally.
• Qualify customers and capture essential information before surveys.
• Maintain Ventrolla’s “Precision Heritage” service standard in all communication.

2. Survey Booking & Coordination

• Book surveys for the Heritage Sales Surveyor within the region.
• Ensure all relevant customer, property and project notes are captured accurately.
• Provide the surveyor with clear, structured handover information.

3. Quotation Support & Follow-Up

• Support the preparation, issuing and follow‑up of quotations (where assigned).
• Maintain structured, timely follow-up to improve conversions.
• Provide clear, accurate updates to customers regarding next steps and timelines.

4. CRM Ownership & Pipeline Management

• Maintain accurate CRM records across all enquiry, survey and quote stages.
• Track customer progression through the pipeline with full audit trail.
• Provide weekly updates to the Sales Manager on activity and performance.

5. Collaboration with Heritage Sales Surveyor

• Coordinate daily activity with the surveyor to ensure smooth workflow.
• Share customer expectations, notes, constraints and project context.
• Assist in progressing survey outcomes into quotations and decisions.

6. Proactive Lead Generation & Regional Growth

When inbound enquiries are low, the Regional Customer Sales Executive will:

Proactively Source New Work

• Generate repeat business from former customers.
• Seek recommendation-based leads (same street, neighbours, referrals).
• Re‑engage past enquiries, dormant leads or older quotes.

Outbound Lead Generation

• Conduct proactive outbound calling to build a stronger pipeline.
• Target underperforming postcodes or areas with opportunity.

Work With Marketing

• Coordinate localised activity, call lists, and follow-up campaigns.
• Provide feedback on regional trends, lead quality and hotspots.

Work With the Sales Manager

• Align on weekly focus areas and outbound priorities.
• Ensure lead generation supports the region’s sales targets.

Work With the Heritage Sales Surveyor

• Identify “look‑alike” opportunities near completed projects.
• Support local reputation building and customer advocacy.

This ensures the region remains active, productive, and able to generate revenue consistently regardless of inbound volume.

Key Outputs & KPIs

• Enquiry → Survey, Survey → Order, Enquiry → Order performance
• Lead generation activity (repeat, recommendation, outbound)
• CRM accuracy and response times
• Customer satisfaction during early-stage engagement
• Pipeline progression and communication quality

Skills & Experience Required

(No industry experience required – full training provided)

• Strong people and communication skills
• Highly organised and proactive
• Confident with outbound calls when required
• Comfortable working independently across a regional patch
• Strong attention to detail and CRM discipline
• Positive, warm, customer‑focused attitude

Ventrolla Values & Behaviours

Every interaction must reflect Ventrolla’s core values: Teamwork • Respect • Professionalism • Trust • Care

Job Types: Full-time, Permanent

Pay: £28,000.00-£32,000.00 per year

Benefits:

• Casual dress
• Company events
• Company pension
• Free parking
• On-site parking

Experience:

• Customer Sales: 3 years (preferred)
• Customer service: 3 years (preferred)

Work authorisation:

• United Kingdom (preferred)

Work Location: In person