B2B Sales Executive, R&D Grants

We are a forward-thinking audit and advisory practice with a specialist division dedicated to Research & Development (R&D) tax credits and grant advisory . Our mission is to help innovative companies unlock funding opportunities that fuel growth, investment, and technological advancement.

We are expanding our South African remote team to support our UK-based business development function and are seeking a motivated and professional B2B Sales Executive to join us.

Role Overview

As a B2B Sales Executive , you will play a key role in driving new business by identifying, engaging, and nurturing relationships with UK-based companies that may be eligible for R&D tax incentives or innovation funding. You’ll act as the first point of contact, qualifying leads, managing outreach campaigns, and booking consultations for our technical specialists.

This role is ideal for a confident communicator with a background in B2B sales, financial services, or professional advisory , and who enjoys working in a target-driven, consultative environment.

Key Responsibilities

• Conduct outbound prospecting to UK businesses in innovation-led sectors (e.g. tech, engineering, manufacturing, life sciences).
• Identify and qualify opportunities for R&D tax credit and grant advisory services.
• Manage inbound inquiries, follow up on marketing leads, and schedule discovery calls for the R&D advisory team.
• Build relationships with CFOs, finance directors, and business owners through consultative conversations.
• Maintain accurate records in the CRM (e.g., HubSpot or similar) and manage a steady pipeline of prospects.
• Collaborate with the UK audit and advisory teams to align lead generation with service delivery capacity.
• Meet and exceed monthly KPIs for outreach, qualified meetings, and conversions.
• Stay informed on industry trends, funding changes, and R&D eligibility criteria to communicate value effectively.

Requirements

What We Offer

Ideal Candidate Profile

You’re commercially minded, curious about innovation, and eager to connect businesses with solutions that genuinely make a difference. You thrive in a structured, goal-oriented environment but also bring a consultative approach, focusing on understanding client needs before pitching a service.

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