Sales Operations Executive

FundingLinks Limited; Greater Manchester; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Competitive salary

Bonus

Career progression

Directors access

Lenders exposure

Job summary

FundingLinks is seeking a hands-on Sales Operations Executive in Manchester to own deal progression from qualification to lender submission, ensuring clients provide required information and submissions are complete. You will use data to identify bottlenecks, improve processes, and help shape the CRM and automation as FundingLinks grows.

Daily collaboration with directors, brokers, clients and lenders is essential.

Qualifications

• Excellent organisation and attention to detail.
• Strong communication with clients and lenders.
• Proactive in chasing outstanding actions and progressing deals.

Responsibilities

• Manage collection of financial and supporting documents from clients.
• Proactively chase outstanding information to progress live opportunities.
• Review documentation to ensure deal packs are complete prior to submission.
• Prepare lender applications and supporting information.
• Submit applications and liaise with lenders through underwriting.
• Maintain CRM accuracy for all live opportunities.
• Work with brokers to reduce admin workload and enable client advisory.

Skills

Organisational skills

Communication skills

Data-driven mindset

Proactive

Tools

CRM software

Microsoft Excel

Job description

FundingLinks is a fast growing commercial finance brokerage helping UK SMEs access the funding they need to grow, manage cashflow and invest in their businesses.

We work across a broad range of funding products including invoice finance, unsecured lending, secured lending, supplier finance, revolving credit facilities and trade finance.

We are building a modern, technology led brokerage and are investing heavily in our own CRM, client portal and automation infrastructure. As the business continues to scale, we are looking for a Sales Operations Executive to sit at the centre of our deal process and help us improve how opportunities move from qualification through to lender submission and completion.

The Role

About FundingLinks

FundingLinks is a fast growing commercial finance brokerage helping UK SMEs access the funding they need to grow, manage cashflow and invest in their businesses.

We work across a broad range of funding products including invoice finance, unsecured lending, secured lending, supplier finance, revolving credit facilities and trade finance.

We are building a modern, technology led brokerage and are investing heavily in our own CRM, client portal and automation infrastructure. As the business continues to scale, we are looking for a Sales Operations Executive to sit at the centre of our deal process and help us improve how opportunities move from qualification through to lender submission and completion.

The Role

This is a hands on operational role supporting our team of commercial finance brokers. You will take ownership of deal progression once an opportunity has been qualified, helping ensure clients provide the required information, applications are packaged correctly, lenders receive complete submissions and deals continue moving through the pipeline. The role is not simply administrative.

You will also be expected to use data to identify bottlenecks, improve processes and help shape the systems and automations we build as FundingLinks grows. You will work closely with the directors, brokers, clients and lenders on a daily basis.

Key Responsibilities

• Manage the collection of financial and supporting documents from clients.
• Proactively chase outstanding information and keep live opportunities progressing.
• Review documentation and ensure deal packs are complete before submission.
• Prepare lender applications and supporting information.
• Submit applications and liaise with lenders throughout the underwriting process.
• Manage lender and client information requests.
• Keep our CRM accurate, ensuring every live opportunity has the correct stage, next action and outstanding requirements.
• Work closely with brokers to remove administrative workload and allow them to focus on advising clients and closing business.
• Monitor deal progression and identify cases that are stalled or require escalation.
• Use pipeline data to identify bottlenecks, trends and opportunities to improve conversion and completion times.
• Identify repetitive tasks and processes that could be improved or automated.
• Provide feedback into the development of our CRM, client portal and wider automation infrastructure.
• Support the wider sales team with reporting, process improvement and operational efficiency.

What We Are Looking For

We are looking for someone sharp, organised, proactive and commercially minded. You should be someone who naturally takes ownership, spots problems early and does not wait to be told what needs doing.

You will ideally have:

• Excellent organisation and attention to detail.
• Strong communication skills and confidence speaking with clients and lenders.
• A proactive approach to chasing outstanding actions and progressing deals.
• Strong commercial awareness.
• A data driven mindset and confidence using numbers to identify trends and improve performance.
• The ability to manage multiple live cases and competing priorities.
• Confidence using CRM systems and other digital tools.
• An interest in AI, automation and how technology can improve business processes.
• A genuine desire to build a career and develop as the business grows.

Commercial finance, banking, lending or financial services experience would be beneficial, but is not essential for the right person.

What We Offer

• Competitive base salary.
• Performance related bonus.
• Clear progression opportunities as FundingLinks continues to scale.
• The opportunity to work closely with the directors and senior brokers.
• Exposure to a wide range of commercial finance products and lenders.
• Genuine input into the systems, processes and automations we build.
• A fast moving environment where good ideas can be implemented quickly.
• Central Manchester office location.
• The opportunity to join a growing business with 100% year on year growth since incorporation.