Sales and Customer Service Team Leader

Sales and Customer service Team Leader Charters-Reid Surveyors ltd | Flaxton, York Salary: Circa £27-35k dependent on skills and experience Location: Office-based, Flaxton, York Hours: Monday to Friday, 8-hour shifts covering office hours of 8:30am–5:30pm, with two shift patterns: 8:30am–4:30pm or 9:30am–5:30pm. An Exciting Opportunity to Join Charters-Reid Surveyors ltd Charters-Reid Surveyors ltd is an established firm of Chartered Surveyors with a strong presence across York and Yorkshire. We have ambitious plans to build on this success, expanding further across the region and growing our team. To support this growth, we are investing in larger, new office premises in Flaxton, providing the space and facilities for the next stage of our expansion. We are looking for a motivated, commercially minded Sales & Customer Service Team leader to join us at this exciting time. We welcome applications from experienced team leaders as well as ambitious sales or customer service professionals ready to take their first step into leadership. This is a hands-on role where you'll work alongside the team as well as lead it. You'll be actively involved in handling customer enquiries, booking surveys and managing surveyors' diaries, whilst also developing relationships with estate agents and identifying opportunities to generate new business. You will also help strengthen existing referral relationships and build connections with new contacts across the region. We're particularly looking for someone who brings initiative, enjoys taking ownership and wants to make a real contribution to a growing business. You will be confident using digital systems, keen to improve processes and comfortable suggesting new ways of working.

Key Responsibilities

Sales & Business Development

• Proactively build relationships with estate agents and other referral partners, including visits to generate new business. Maintain regular contact with existing referral partners while developing relationships with new contacts.
• Identify opportunities to increase enquiries, improve conversion rates and grow sales.
• Work closely with surveyors to encourage referrals, support marketing activity and identify new business opportunities. Contribute ideas to keep the business visible to referral partners, including outreach and marketing initiatives. Customer Service & Team Leadership
• Lead, motivate and support the sales and customer service team, working alongside them to answer calls, handle enquiries and book surveys. Bring a collaborative approach, valuing the experience of existing colleagues while helping the team embrace improvements.
• Ensure customers receive an excellent service, with enquiries and issues handled promptly and professionally.
• Oversee the booking process, ensuring information is accurately recorded in the Survey Planner.
• Set clear expectations, monitor and report on the team and sales performance against targets.
• Support the recruitment and development of the team as the business grows. Surveyor Coordination & Office Operations
• Manage surveyors' diaries and allocate work efficiently to maximise productivity and fee-earning opportunities.
• Work closely with surveyors to balance workloads, travel time and customer requirements.
• Ensure the smooth day-to-day running of the office, maintaining accurate records and efficient processes. Help identify opportunities to streamline administration and make effective use of current and new systems.
• Build positive working relationships with colleagues across the business’s.

About You

• We're looking for someone who is organised, commercially minded and enjoys being involved in the day-to-day work as much as leading others. You'll ideally have:
• Experience in sales support, customer service or office administration, with the confidence and potential to lead others; previous formal team leadership experience is welcome but not essential.
• A proactive approach to sales, building relationships and generating new business.
• Strong communication, organisational and customer service skills.
• Confidence working to targets and encouraging team performance.
• Excellent attention to detail and the ability to manage competing priorities. Confidence using everyday office software and the ability to learn new digital systems.
• A hands-on approach, with a willingness to support the team wherever needed.
• Experience in property, surveying or estate agency would be an advantage.
• Most importantly, you'll be someone who takes initiative, brings ideas and enjoys making things happen. You will be keen to grow with the business and contribute to its long-term success. Why Join Charters-Reid Surveyors ltd? This is a great opportunity to join an established Yorkshire business at an exciting stage in its development. With larger new offices in Flaxton, plans to expand further across Yorkshire and opportunities to grow the team, you'll be joining a business that is investing in its future. You'll have the opportunity to make a real difference, bring forward your own ideas and help shape the future at Charters-Reid Surveyors ltd. This is an opportunity to grow your leadership skills and play an active part in the next stage of the company’s development. Deadline date for applications: Friday 27th November 2026 Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful