Kasey Gleeson

With proven success and technical ability in my previous role, I was promoted to Service Sales Manager in March 2025. In this role, I lead a team of service sales estimators, leveraging my industry knowledge to drive team performance and exceed sales targets. My primary focus to oversee the delivery of sales proposals which offer a tailored service solutions that align with the businesses commercial requirements, the client needs and the relevant industry standards.

Key Responsibilities & Achievements:

• Team Leadership & Development: Directed the training, development, and performance management of a high-performing service sales team. Allocated tasks based on individual strengths, optimizing team productivity and ensuring alignment with sales objectives.
• Sales Target Achievement: Successfully led the team to consistently exceed sales targets by implementing strategies for upselling and cross-selling services, enhancing the customer value proposition and increasing revenue.
• Technical Expertise: Provided in-depth guidance on industry servicing requirements, ensuring compliance with British Standards, NFPA, and FM regulations. The ability to share this technical foundation enhanced the team's ability to present complex service solutions to clients.
• Commercial Strategy & Client Engagement: Analysed customer needs to create value-driven service offerings, leading to long-term client relationships and repeat business. Actively identified opportunities to improve service offerings based on customer feedback.
• Training & Knowledge Transfer: Developed comprehensive training materials for new team members, equipping them with the knowledge required in regard to both industry standards, and workload processes.
• Collaboration & Reporting: Collaborated closely with the service team to deliver compelling presentations to clients. Contributed to reports and presentations that communicated tailored service sales solutions.

• Demonstrated strong success in securing new service contracts, generating approximately £450,000 in new business during the 2024–2025 financial year.
• Attended client meetings and conducted site surveys to understand individual client requirements and gather asset information, enabling the preparation of accurate and competitive service and maintenance proposals.
• Managed relationships with existing clients to ensure high levels of satisfaction and retention, acting as a trusted point of contact to deliver solutions that met both client needs and business objectives.
• Prepared renewal quotations for existing clients, actively identifying opportunities for upselling additional services.
• Worked closely with the service delivery team to ensure client requirements and commercial considerations were fully captured and delivered for each project.
• Collaborated with the Head of Sales to review and improve quotation and handover processes, introducing more efficient procedures and developing new quotation formats, scopes of work, and sales-to-service handover documentation.

• Developed and maintained strong customer relationships, becoming a key point of contact for clients and assisting with queries as required.
• Provided accurate service quotations to new and existing customers and compiled detailed asset registers for all proposals by completing site surveys or liaising with clients to gather the required information and understand key project requirements.
• Worked closely with the service team to ensure all relevant information was effectively handed over, supporting the smooth mobilisation of each contract.
• Monitored quotations issued, orders received, lost contracts, and new leads, regularly communicating all relevant updates and performance data to the management team.

• Monitored quotations issued by sales team members and followed up on outstanding quotations to support conversion and timely client responses.
• Processed new orders by gathering all relevant contract details and creating service schedules, enabling the service team to plan and deliver works effectively.
• Allocated new business enquiries to sales team members and proactively identified new sales leads to support business growth.
• Completed new supplier setup and PQQ documentation in line with client and compliance requirements.
• Maintained and updated customer portals as required, ensuring verified engineer work reports were uploaded and relevant performance information was provided to clients.