Sales Coordinator

Aimée Willow Connex; West Midlands; On-site; GBP 22,000 - 28,000; Full time

Job summary

Aimee Willow Connex Limited is seeking an organised administrator to support the New Business team. You will manage new enquiries, maintain the CRM, and assist in preparing client onboarding and marketing content.

This role requires strong communication, time management and the ability to build relationships with clients and external stakeholders. In addition to supporting the Sales Director and team, you will help coordinate marketing activities, attend networking events, and ensure policies

Qualifications

• Commercial awareness and the ability to work in a results-focused environment.
• Excellent customer and stakeholder management skills (internal and external).
• Microsoft Office (Outlook, Word, Excel).
• Strong written and verbal communication skills.
• Administration, planning and organising skills with effective time management ability.
• Good knowledge of how to effectively use all the major social media platforms.
• 1-3 years' experience in financial services and an interest in the sector.

Responsibilities

• Log all new business enquiries onto our CRM system and track their progress, ensuring that the Sales Pipeline Report is always up to date.
• Assist with the initial screening of new business enquiries, undertaking research and initial background checks on prospective new clients.
• Accompany members of the Sales Team to new client meetings, as required.
• Work with the Sales Team to prepare new business reports, which assess and document new lending decisions.
• Prepare legal documentation.
• Communicate with the Client Management Team, ensuring that they are up to date with prospective new clients, ensuring a smooth onboarding experience for them.
• Liaise regularly with commercial finance brokers and other introducers of new business, ensuring that they are kept up to date with the progress of leads introduced to us.
• Maintain our CRM database of new business introducers, always keeping it up to date.
• Assist the Sales Director with the preparation of reports for the Board.
• Work with our Marketing Team, assisting with content creation and coordinating delivery of social media posts, emailers and other marketing activities.
• Attend networking events with other members of the Sales and brand development/marketing team, always representing FlexABL in a professional manner.
• Ensure you adhere to, and consistently apply, comopany policies and procedures.
• Other duties as required by your line manager and the directors.

Skills

Commercial awareness

Customer & stakeholder management

Communication

Administration

Social media

FS experience

Tools

Microsoft Office

Job description

THE ROLE

The New Business team is responsible for achieving new business income targets by winning new clients through effective sales and marketing activity and responding promptly and efficiently to new business enquiries.

The role provides effective administrative support to the Sales Director and wider sales/operation team, helping the company achieve its new business income objectives and support onboarding new clients with the operations team. It requires strong written and verbal communication skills and the ability to build and maintain effective working relationships with team members, suppliers and other external stakeholders.

Handling competing priorities and assisting in meeting deadlines will be a key aspect of the position, so good time management skills and a flexible, positive outlook will also be required.

KEY RESPONSIBILITIES

• Log all new business enquiries onto our CRM system and track their progress, ensuring that the Sales Pipeline Report is always up to date.
• Assist with the initial screening of new business enquiries, undertaking research and initial background checks on prospective new clients.
• Accompany members of the Sales Team, to new client meetings, as required.
• Work with the Sales Team to prepare new business reports, which assess and document new lending decisions.
• Prepare legal documentation.
• Communicate with the Client Management Team, ensuring that they are up to date with prospective new clients, ensuring a smooth onboarding experience for them.
• Liaise regularly with commercial finance brokers and other introducers of new business, ensuring that they are kept up to date with the progress of leads introduced to us.
• Maintain our CRM database of new business introducers, always keeping it up to date.
• Assist the Sales Director with the preparation of reports for the Board.
• Work with our Marketing Team, assisting with content creation and coordinating delivery of social media posts, emailers and other marketing activities.
• Attend networking events with other members of the Sales and brand development/marketing team, always representing FlexABL in a professional manner.
• Ensure you adhere to, and consistently apply, comopany policies and procedures.
• Other duties as required by your line manager and the directors.

SKILLS & KNOWLEDGE

• Commercial awareness and the ability to work in a results-focused environment.
• Excellent customer and stakeholder management skills (internal and external).
• Microsoft Office (Outlook, Word, Excel).
• Strong written and verbal communication skills.
• Administration, planning and organising skills with effective time management ability.
• Good knowledge of how to effectively use all the major social media platforms.
• 1-3 years' experience in financial services and an interest in the sector.