Sales Enablement & Compliance Coordinator

M2 Professional Recruitment Services Ltd

England

On-site

GBP 25,000 - 35,000

Full time

9 days ago
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Job summary

M2 Professional Recruitment Services Ltd is seeking an enthusiastic professional to join as an operations coordinator as part of a growth phase in a leading independent provider of commercial finance solutions. You will coordinate the transition from sales to operations, monitoring stakeholders and driving the process from prospect to client.

Responsibilities include AML/ KYC screening, payments, CRM administration, and onboarding new staff, while collaborating with Sales to develop introducer

Qualifications

  • Experience of factoring preferred.
  • Good written skills.
  • Confident telephone manner.
  • Ability to manage a wide-ranging and diverse workload.
  • Database management experience - preferably Microsoft Dynamics.

Responsibilities

  • Coordinate the transition between sales and operations from prospect to client.
  • Monitor and liaise with stakeholders throughout the process.
  • Raise offer letters and check legal documentation.
  • Maintain CRM system as administrator for the company.
  • Support introducer relationships with Sales colleagues.
  • Handle payments and transaction monitoring including AML screening and PEP/ Sanctions screening.
  • Train and onboard new starters within the sales admin & sales teams.

Skills

Communication skills
Telephone manner
Attention to detail
Written skills
Time management

Tools

Microsoft Dynamics
CRM system
Microsoft Word
Microsoft Excel

Job description

M2 Professional Recruitment Services Ltd is seeking an enthusiastic professional to join as an operations coordinator as part of a growth phase in a leading independent provider of commercial finance solutions. You will coordinate the transition from sales to operations, monitoring stakeholders and driving the process from prospect to client.

Responsibilities include AML/ KYC screening, payments, CRM administration, and onboarding new staff, while collaborating with Sales to develop introducer

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