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Engagement consultant

Stockton-on-Tees
Visualsoft Ltd
Consultant
Posted: 9 February
Offer description

We’re looking for a confident and results-driven Engagement Consultant (SDR) to join our growth team. In this role, you’ll be at the forefront of our customer engagement strategy, connecting with potential clients, sparking interest in our products and services, and helping to build the pipeline for our sales team.

The role holder should be a confident and results-driven telesales marketing consultant to engage potential customers, promote our products or services, and convert leads into sales opportunities. The primary focus is making outbound calls to generate qualified leads, book appointments for Sales Consultants, and drive attendance to marketing events.

This is a high-energy, phone-based role where success is measured by calls made, appointments booked, and attendees confirmed. You’ll play a critical role in filling sales diaries and ensuring strong turnout for marketing-led events.

Role responsibilities

Lead Generation and Appointment Setting

1. Make a high volume of outbound calls to targeted prospect lists
2. Follow up with emails to confirm agreements made
3. Qualify leads and book appointments directly into Sales Consultants’ diaries
4. Clearly explain products, services, or solutions to generate interest
5. Ensure all booked appointments meet the agreed qualification criteria
6. Confirm, remind, and follow up on appointments to maximise attendance

Event Promotion and Attendance

7. Proactively call prospects and customers to promote upcoming events
8. Secure registrations and confirmations for webinars, workshops, and in-person events (when required)
9. Follow up with registered attendees to reduce no-shows
10. Capture feedback and next steps post-event

Campaign Execution & Data Management

11. Work from marketing campaigns, call lists, and lead databases
12. Accurately log all calls, outcomes, and notes in the CRM system
13. Track call volumes, appointments booked, and attendance conversion
14. Collaborate with Sales and Marketing to improve scripts and messaging

KPIs

15. Performance in this role will be measured against clear, achievable targets, which will increase as proficiency and confidence develop. KPIs will include, but are not limited to:
16. Outbound call volume (daily and weekly targets)
17. Qualified leads generated
18. Appointments booked for Sales Consultants
19. Appointment attendance rate (show vs. no-show)
20. Event registrations secured
21. Event attendance conversion
22. Data accuracy and CRM compliance
23. Quality of lead qualification in line with agreed criteria
24. Targets will be reviewed regularly and adjusted in line with experience, performance, and business requirements, with ongoing coaching and support provided.

Personal Development

25. Identify and agree personal development needs, and take actions to address these.

Requirements

26. Proven experience in telesales, telemarketing, lead generation, or appointment setting
27. Confident and professional telephone manner
28. Strong persuasion and objection-handling skills
29. Target-driven and comfortable working to daily call and booking KPIs
30. Excellent organisational skills and attention to detail
31. Experience using CRM systems

Desirable, but not essential!

32. Experience booking appointments for field or desk-based sales teams
33. Experience promoting events or driving webinar attendance
34. B2B telesales or outbound marketing experience

Benefits

35. Competitive basic salary with great progression options
36. Unlimited paid holidays - yes, that's not a typo!
37. Hybrid working
38. Medicash Cash Plan – covering everything from medical support, massages, optical, dental, a discounts platform, and extras like SkinVision and digital physiotherapy. Cash back up to £995 per year, completely paid for by us!
39. Employee Assistance Programme – access to Vivup for mental health support, financial guidance, and wellbeing resources
40. Great working environments; our Stockton on Tees and Manchester workspaces are also dog-friendly
41. A high-performance MacBook
42. VS Perks, have a monthly treat on us; from Amazon vouchers, PlayStation credits, ASOS, H&M to Just Eat, there's something for everyone!
43. Free daily breakfast, fruit, hot and cold drinks and protein shakes
44. Weekly free brunch and lunch
45. Friday afternoon drinks to wind down for the weekend
46. Pension scheme to help you save for the future
47. Cycle to work scheme
48. EV Car scheme
49. Discounts across our brands
50. Regular team social events
51. Training & development

Our Values

We champion our clients
We believe in every retailer's potential to succeed online and celebrate each milestone of their journey with them.

We are one team
We believe in the power of collaboration - within our teams and with our clients. Together, there’s nothing we can’t achieve.

We create change
The future of eCommerce is always evolving. Where others see uncertainty, we see an opportunity to lead.

We care about what matters
We are committed to making the world a little brighter and doing what’s best for our people, our community, and our planet.

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