Sales Operations & Compliance Coordinator

Confidential; England; On-site; GBP 26,000 - 36,000; Full time

Job summary

Confidential, a leading independent provider of commercial finance solutions, is seeking an enthusiastic professional to join during a growth phase. You will coordinate the transition between sales and operations, driving the process from prospect to client, and monitor stakeholders throughout.

Responsibilities include payments, transaction monitoring, AML/KYC screening and PEP/sanctions checks, CRM administration, and supporting introducer relationships.

Qualifications

• Experience coordinating sales and operations transitions.
• AML/KYC screening experience preferred.
• CRM administration experience.
• Factoring experience preferred.

Responsibilities

• Coordinate the transition from prospect to client between sales and operations.
• Monitor and liaise with stakeholders throughout the process.
• Handle payments, transaction monitoring and AML/PEP/sanctions screening.
• Raise offer letters and manage related legal documentation.
• Support relationship development with introducers and marketing events.

Skills

Communication skills

Attention to detail

Time management

Phone etiquette

Team coordination

Tools

Microsoft Dynamics

Microsoft Excel

CRM system

Job description

Confidential, a leading independent provider of commercial finance solutions, is seeking an enthusiastic professional to join during a growth phase. You will coordinate the transition between sales and operations, driving the process from prospect to client, and monitor stakeholders throughout.

Responsibilities include payments, transaction monitoring, AML/KYC screening and PEP/sanctions checks, CRM administration, and supporting introducer relationships.