Sales Operations Assistant

Elbrus Partners Office & Professional; City Of London; On-site; GBP 25,000 - 36,000; Full time

Job summary

Elbrus Partners Office & Professional is seeking a Sales Operations Assistant who is organised, proactive and detail-oriented to support a fast-paced sales team. The role focuses on providing administrative support, maintaining accurate records, coordinating customer orders and ensuring a smooth day-to-day sales operation, while collaborating across teams and contributing to revenue initiatives.

You will manage the CRM, assist with reporting, and help organise events and meetings with brokers

Qualifications

• Be knowledgeable in CSO system and procedures.
• Support monthly broker pipeline reporting and meetings.
• Maintain accurate records and data cleanliness in CRM.
• Coordinate customer orders and promotions as needed.
• Attend events with brokers/agents, occasionally outside hours.

Responsibilities

• Be knowledgeable in all CSO system and procedures.
• Involvement in mystery shopping and feedback accordingly.
• Conduct monthly competitor pricing spot checks.
• Weekly updated availability schedule to be distributed to brokers, agents, and sales managers.
• Relevant promotions to be communicated and highlighted as necessary.
• Assist with monthly broker pipeline reports when required.
• Attend and contribute to monthly meetings, possibly outside hours.
• Attend networking events with brokers/agents to strengthen relationships, possibly outside hours.
• Manage the CRM system and ensure data is clean and accurate.
• Manage all content on broker and agent platforms.
• Support Meeting Room and CSO teams on lead management, including answering the phone.
• Organize and plan events and support marketing activities.
• Manage and support projects to increase revenue across products.
• Manage all broker invoicing, coordinating with finance for payments.
• Be an internal champion for CRM as the area expert.
• Assist the Chief Revenue Officer with administrative tasks and projects.

Skills

Organised

Communication skills

Interpersonal skills

Time management

Proactive

Independent & team work

CRM management

Data confidentiality

Vendor/third-party relations

Tools

CRM system

Content platforms

Job description

About the Role

Our client are looking for an organised, proactive and detail-oriented Sales Operations Assistant to join their team. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, supporting a sales team and ensuring the smooth day-to-day running of sales operations.

The successful candidate will play a key role in providing administrative support, maintaining accurate records, coordinating customer orders and helping the sales team deliver an excellent customer experience.

Key responsibilities

• Be knowledgeable in all CSO system and procedures
• Involvement in mystery shopping and feedback accordingly
• Conduct monthly competitor pricing spot checks
• Weekly updated availability schedule to be distributed to brokers, agents, and sales managers
• Relevant promotions to be communicated and highlighted as necessary
• Assist with monthly broker pipeline reports when required
• Attend and contribute to monthly meetings. These may be held outside business hours
• Attend networking events with brokers / agents to strengthen business relationships. These may be held outside business hours
• Manage the CRM system and ensure data is clean and accurate
• Manage all content on broker and agent platforms
• Support Meeting Room and CSO teams on covering lead management where necessary including answering the phone
• Organize and plan events and supporting marketing activities where necessary
• Manage and support all projects and initiatives that will increase revenue across all products
• Manage all broker invoicing, working with the finance teams to ensure invoices are paid and executed correctly
• Be an internal champion for the CRM – being the expert in the area for the internal business
• Help to support the Chief Revenue Officer with administrative tasks and projects including wider sales initiatives, reporting and central operations

Ideal skills

• Management of multiple third-party relationships
• Exceptionally organized
• An understanding of relevant industry software
• Excellent customer service abilities
• Strong communication and interpersonal skills
• Proactive and able to work independently and as part of a team
• Excellent time management activities
• Discretion and ability to handle confidential information

If you are an organised and motivated individual looking to develop your career in sales operations and would like to hear more about the role we would love to hear from you!