PDG is seeking a confident and personable Customer Relations Executive to engage with our existing client and prospect database.
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The primary focus of the role is to proactively contact clients, build relationships, identify current property requirements, generate qualified leads and book appointments for the PDG sales team .
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The role will involve regular outbound calling, following up new and existing enquiries, re‑engaging past clients and maintaining accurate client information within our CRM, primarily Salesforce .
Key Responsibilities n
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- Make regular outbound calls to clients and prospects within the PDG database.
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- Follow up new enquiries and reconnect with older or inactive leads.
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- Build rapport and understand clients’ current property requirements.
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- Identify genuine purchasing interest, including budget, property type and timeframe.
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- Introduce relevant PDG projects using approved information.
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- Generate qualified leads and book appointments for the sales team.
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- Confirm appointments and follow up missed or cancelled appointments.
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- Accurately record calls, client requirements, notes and follow‑up actions in Salesforce.
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- Maintain an organised pipeline and ensure clients are followed up consistently.
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- Provide clear information to the relevant sales consultant before each appointment.
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Skills & Experience nn
- Experience in customer relations, outbound calling, lead generation, appointment setting or a similar role.
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- Confident and skilled telephone manner.
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- Strong communication and relationship‑building skills.
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- Comfortable proactively contacting a large client database.
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- Organised, persistent and consistent with follow‑up.
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- Experience using a CRM such as Salesforce is preferred.
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- Property or real estate experience is desirable but not essential.
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Key Performance Measures n
Performance will be measured against meaningful client conversations, qualified leads generated, appointments booked and attended, consistent follow‑up and accurate CRM management .
What Success Looks Like n
Building strong relationships with PDG’s existing and prospective clients and consistently converting those conversations into qualified appointments and genuine sales opportunities for the sales team , while maintaining an accurate and actively managed Salesforce database.
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To apply for this position, you must possess unrestricted working rights in Australia.