Finance-Savvy Sales Support Administrator

Brackmills Industrial Estate LTD; Northampton; Remote; GBP 20.000 - 28.000; Vollzeit

Benefits dieser Stelle

Company events

Company pension

Transparent career progression

Monthly bonus

Zusammenfassung

Portman Finance Group is seeking a Sales Support Administrator in Northampton, UK, to manage and process administration paperwork throughout the sales cycle. You will work with our Sales Team and ensure CRM records are up-to-date, handling multiple tasks with accuracy and timely communication.

The role requires degree-education with BBB or equivalent, plus experience in Sales or Administration support, strong MS Office and CRM usage, and a proactive, detail-driven approach to ensure smooth

Qualifikationen

• Degree-educated is strongly preferred, with a minimum of A-Levels, or equivalent, essential, at BBB or above
• Experience providing professional Administration or Sales Administration support is essential
• Ability to communicate clearly in-person, over email, and on the telephone
• Ability to pro-actively identify issues and blockages, working with the Sales Team to investigate and resolve in a timely manner to avoid further problems down the line
• Positive and engaging telephone manner; and
• Strong Microsoft Office skills with experience of using a CRM; knowledge of Xero would be beneficial.

Aufgaben

• Support our sales team with all related sales administration activities including compiling, creating and checking finance documents, quotations and proposals, and ensuring all required documents are available as requested by our lenders
• Submit finance applications to lenders through online portals
• Complete credit checks and check lending / interest rates for client proposals
• Arrange required signatures for finance documents, checking document accuracy before authorising for payment
• Ensure our CRM is kept up-to-date with sales progress and client interaction alongside filing client information correctly
• Raise invoices and commission documents, checking both formatting and information accuracy (including serial numbers, company details, addresses and so forth)
• Compile pay-out packs post-signing to be sent to lenders for processing
• Assist with client onboarding, including KYC checks
• Answer inbound calls and enquiries, directing to the relevant Account Managers and Sales Executives
• Complete outbound calls to lenders and banks to help progress sales and request updates alongside chasing suppliers for required details and letterheads
• Support our internal credit team with credit searches; and
• Any other appropriate job duties in line with the associated skill and experience of the post holder.

Kenntnisse

Degree-educated

Administration experience

Communication skills

CRM experience

MS Office

Ausbildung

A-Levels or equivalent

Tools

CRM

Xero

Jobbeschreibung

Portman Finance Group is seeking a Sales Support Administrator in Northampton, UK, to manage and process administration paperwork throughout the sales cycle. You will work with our Sales Team and ensure CRM records are up-to-date, handling multiple tasks with accuracy and timely communication.

The role requires degree-education with BBB or equivalent, plus experience in Sales or Administration support, strong MS Office and CRM usage, and a proactive, detail-driven approach to ensure smooth