The Organisation
The Retrofit Academy (TRA) CIC is the driving force in retrofit skills and knowledge. Retrofit is the process of improving the homes we live in to make them warmer, healthier and to reduce their carbon emissions. This involves the improvement of the building fabric by installing insulation, improving the ventilation and building services in a property and often the replacement of fossil fuel heating with renewable sources like heat pumps. A relatively new discipline, TRA is leading the way in the provision of high-quality training and workforce development solutions for the sector.
Our vision is a world where every home is warm, healthy and low carbon and our mission. We have become a key partner to government and industry in the journey towards net zero.
Our values are Practical, Positive, Ethical and Empowering. We are a fast-growing business that has trained over 10,000 retrofitters since 2019, making us the UK market leader. We have received multiple awards recognising our excellence in the development and delivery of high-quality training.
The Role
As our business matures and scales, it is essential that we build a Business Development team that provides outstanding services to our key customers, both existing and new. This team is responsible for:
- Converting leads in to training and membership sales
- Key account management
- Securing funding
- Securing Training Partnerships
- All commercial management activities within the business
As Business Development Coordinator & Executive Assistant , you will work across the Business Development team providing operational, commercial, and executive-level support.
You will also provide executive assistance to the CEO and Business Development Director, with a strong focus on customer-centric diary planning, meeting preparation, and ensuring that commitments made to customers and partners are effectively followed up and delivered.
1. Customer Service
- You will be responsible for ensuring that all inbound enquiries (phone calls, ticket requests and emails) regarding training and membership are serviced appropriately.
- You will be a first responder to sales enquiries, delegating the enquiry to the most appropriate team member or responding directly.
- You will monitor the ticketing system to ensure all enquiries are responded to within specified service levels professionally and effectively.
- You will monitor and manage customer service issues within the Business Development team, maintaining an Action Log and ensuring issues are resolved in a timely manner. You will report on customer satisfaction and levels of customer service provided by the Business Development Team to the BD Director
2. Key Account (Business Development) Support
You will support the Business Development team in the following ways:
- Scheduling and coordinating appointments for members of the Business Development team, ensuring diaries are planned strategically around customer needs and commercial priorities
- Attending client meetings (as required), taking accurate notes, updating the CRM, and ensuring all follow-up actions are clearly captured and completed
- Tracking commitments made to customers and partners and ensuring agreed actions are delivered within expected timeframes
- Providing support to customers via email and phone throughout the booking, application, and onboarding process
- Providing progress reports and updates to key customers
- Ensuring that customers are invoiced correctly and that outstanding payments are followed up in an appropriate manner
- Ensuring customers receive the products and services to which they are entitled, working closely with internal teams to ensure a high standard of delivery and fulfilment
- Planning and organising TRA’s presence at conferences and exhibitions
3. Executive Support (CEO and Business Development Director)
You will provide high-quality executive assistance, including:
- Proactive diary planning and management for the CEO and Business Development Director, with a particular focus on business development activity, customer engagement, and key account meetings
- Preparing meeting agendas, briefing notes, and background information ahead of customer, partner, and stakeholder meetings
- Capturing actions, decisions, and commitments from meetings and ensuring these are tracked through to completion
- Supporting follow-up communications with customers and partners to maintain momentum, trust, and accountability
- Acting as a trusted coordination point between senior leaders, key customers, and internal teams
- Handling sensitive information with discretion and maintaining strict confidentiality at all times
- Updating relevant presentations and other marketing collateral
4. Team Coordination and Inter-Team Collaboration
You will take full responsibility for:
- Leading the Business Development team’s data management, ensuring high-quality and accurate data is maintained across all systems
- Ensuring all key company systems are kept up to date and that issues within or across systems are identified and resolved in a timely manner
- Working in partnership with the Customer Success Coordinator to ensure a seamless transition from sale to active client
