Hybrid Asset Finance: Sales Support Pro

CBC Resourcing Solutions; Chester; Hybrid; GBP 36.000 - 42.000; Vollzeit

Benefits dieser Stelle

Fantastic bonus

Pension

Benefits

Zusammenfassung

CBC Resourcing Solutions is seeking a Sales Support professional for an asset finance role in the North West with hybrid working. You will contact brokers and customers, manage CRM data, and assemble documentation to move deals forward.

The role requires a proactive, detail-oriented approach and strong communication skills. Financial services experience is desirable but not essential, with a competitive bonus and benefits package.

Qualifikationen

• Experience in financial services is desirable but not essential.
• Positive and proactive approach with attention to detail.

Aufgaben

• Calling brokers and customers to check status and communicate next steps.
• Track deals in the CRM system and keep data up to date.
• Prepare documents to support transactions and send to relevant parties.
• Ensure all information is collected and correct before payout.
• Conduct searches and checks accurately.
• Track the pipeline and act to ensure deals progress.
• Run reports and perform data cleanses for audit purposes.

Kenntnisse

Communication

CRM systems

Data entry

Attention to detail

Problem solving

Tools

CRM software

Jobbeschreibung

CBC Resourcing Solutions is seeking a Sales Support professional for an asset finance role in the North West with hybrid working. You will contact brokers and customers, manage CRM data, and assemble documentation to move deals forward.

The role requires a proactive, detail-oriented approach and strong communication skills. Financial services experience is desirable but not essential, with a competitive bonus and benefits package.