Sales Coordinator

StreamBank; Cardiff; On-site; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Generous company pension scheme

Private medical insurance

Group income protection

Job summary

Streambank is seeking a driven Sales Coordinator to support the Sales Team in a fully office-based Cardiff role. You will work within a small team to keep the sales function organised and moving forward from enquiry to completion.

You will gain hands-on experience across CRM systems, data entry, reporting and stakeholder liaison, with a clear path to develop into a Business Development Executive position as you progress.

Qualifications

• Entry-level role suitable for someone starting their career
• Willingness to learn and develop within a sales environment
• Proactive, tenacious and task-driven mindset

Responsibilities

• Support Sales Team with day-to-day administrative tasks
• Manage and update CRM systems and internal databases
• Coordinate internal processes to support the sales cycle
• Liaise with BDEs to ensure timely task completion
• Liaise with lending operations to progress deals to underwriting
• Track progress of deals and maintain records
• Assist with data entry, analysis and reporting
• Ensure all admin tasks are completed accurately

Skills

Microsoft Office

Strong communication

Organisational skills

Relationship building

Tools

CRM systems

Data entry

Job description

We are looking for a driven and detail-oriented Sales Coordinator to support our Sales Team at Streambank. This is an entry-level opportunity, ideal for someone starting their career who is eager to learn, work hard and progress within the Bank.

This is a fully office-based role (5 days per week) where you will play a key part in keeping the sales function organised, efficient and moving forward. Working as part of a team of three Sales Coordinators, you will collaborate closely with the Internal Business Development Team Manager and wider Sales Team, helping to coordinate activity, maintain accurate records and support the smooth running of the sales process from enquiry through to completion.

What you’ll be doing

• Supporting Sales Team with day-to-day administrative tasks
• Managing and updating CRM systems and internal databases
• Coordinating internal processes to support the sales cycle
• Liaising with BDEs to ensure tasks are completed efficiently and on time
• Liaise with lending operations to ensure deals progress to underwriting
• Tracking progress of deals and maintaining accurate records
• Assisting with data entry, analysis and reporting
• Ensuring all admin tasks are completed with accuracy and attention to detail

What you’ll bring

• A strong work ethic and willingness to start from the ground up
• A proactive, tenacious and task-driven mindset
• A genuine desire to learn and develop within a sales environment
• A positive attitude and openness to feedback
• Strong organisational skills and attention to detail
• The ability to manage multiple tasks and prioritise effectively

Tools, skills and experience

• Computer literate, with good working knowledge of Microsoft Office (Excel, Word, Outlook)
• Strong written and verbal communication skills
• Comfortable working in a fast-paced, office-based enviroment
• Ability to build effective working relationships with internal teams
• Previous admin experience is beneficial but not essential

This role is designed as a stepping stone into a Business Development Executive position. With strong performance, commitment, and development, there is a clear pathway to progress into a client-facing sales role.

Company Values

We live by our values every day, shaping how we work and what we deliver.

• Own it – We take responsibility and make things happen.
• Raise the standard – We strive for excellence and continuous improvement.
• Build together – We collaborate, support and celebrate as one team.
• See the bigger picture – We think strategically and act with purpose.
• Respect – We treat everyone with fairness, integrity and openess.

What you'll get

We believe in rewarding our team and supporting your wellbeing, both in and out of work.

• Generous company pension scheme
• Private medicalinsurance
• Group income protection, life assurance and critical illness cover
• Health cash plan and dental cover
• Free on-site car parking
• Cycle to Work scheme
• Electric car scheme
• Eye care support
• Professional certificate/annual subscription