Sales & Operations Coordinator - CRM & Deal Flow

FS1 Recruitment; Milton Keynes; On-site; GBP 25,000 - 30,000; Full time

Job summary

A recruitment agency is seeking a Sales and Operations Administrator to join their team in Milton Keynes. The successful candidate will manage client proposals, maintain a CRM, and ensure compliance of paid-out cases. Requires excellent attention to detail, strong organizational skills, and experience in a fast-paced environment. Proficiency in Microsoft Office and CRM tools like Pipedrive is advantageous.

Qualifications

• Excellent attention to detail and strong organizational skills.
• A confident communicator, both written and verbal.
• Comfortable working in a fast-paced, deal-driven environment.

Responsibilities

• Processing new client proposals and gathering the right information.
• Submitting applications through lender portals and tracking their progress.
• Maintaining the CRM to ensure every lead and deal is logged correctly.
• Ensuring all paid-out cases remain compliant.
• Responding to the shared sales inbox and forwarding enquiries.
• Liaising with lenders and internal team members.
• Assisting with basic reporting on deal progress.

Skills

Attention to detail

Organizational skills

Communication skills

Deal-driven environment experience

CRM experience

Microsoft Office proficiency

Tools

Pipedrive

HubSpot

Job description

A recruitment agency is seeking a Sales and Operations Administrator to join their team in Milton Keynes. The successful candidate will manage client proposals, maintain a CRM, and ensure compliance of paid-out cases. Requires excellent attention to detail, strong organizational skills, and experience in a fast-paced environment. Proficiency in Microsoft Office and CRM tools like Pipedrive is advantageous.