Sales Support

Portman Finance Group; Northampton; On-site; GBP 22,000 - 27,000; Full time

Job summary

Portman Finance Group is seeking a Sales Support Administrator in Northampton to manage sales paperwork and ensure the CRM stays up-to-date. You will support the sales team with finance documents, quotations, and proposals, and assist with credit checks and onboarding.

The role requires strong attention to detail, excellent communication, and the ability to multitask in a fast-paced environment. A degree or equivalent and CRM experience are preferred.

Qualifications

• Degree-educated is strongly preferred, with a minimum of A-Levels, or equivalent, essential, at BBB or above.
• Experience providing professional Administration or Sales Administration support is essential.
• Ability to communicate clearly in-person, over email, and on the telephone.
• Ability to pro-actively identify issues and blockages, working with the Sales Team to investigate and resolve in a timely manner to avoid further problems down the line.

Responsibilities

• Support our sales team with all related sales administration activities including compiling, creating and checking finance documents, quotations and proposals, and ensuring all required documents are available as requested by our lenders
• Submit finance applications to lenders through online portals
• Complete credit checks and check lending / interest rates for client proposals
• Arrange required signatures for finance documents, checking document accuracy before authorising for payment
• Ensure our CRM is kept up-to-date with sales progress and client interaction alongside filing client information correctly
• Raise invoices and commission documents, checking both formatting and information accuracy
• Compile pay-out packs post-signing to be sent to lenders for processing
• Assist with client onboarding, including KYC checks
• Answer inbound calls and enquiries, directing to the relevant Account Managers and Sales Executives
• Complete outbound calls to lenders and banks to help progress sales and request updates alongside chasing suppliers for required details and letterheads
• Support our internal credit team with credit searches
• Any other appropriate job duties in line with the associated skill and experience of the post holder.

Skills

Attention to detail

Communication

Multi-tasking

Administrative support

CRM

Education

University degree or equivalent

A-Levels or equivalent BBB+

Tools

CRM software

Xero

Job description

Supporting both our brokering and lending arms, the Sales Support Administrator will be responsible for processing and managing all administration paperwork throughout our sales process alongside ensuring our Sales Team and all appropriate systems, including our CRM, are kept up-to-date with progress. Due to the nature of the position, we are looking for someone who has strong attention to detail alongside the ability to manage multiple tasks simultaneously. Performing a pivotal role in our Sales process, excellent communication skills will be essential to working with our Sales Team to keep stakeholders updated and processes moving forward.

Responsibilities

• Support our sales team with all related sales administration activities including compiling, creating and checking finance documents, quotations and proposals, and ensuring all required documents are available as requested by our lenders;
• Submit finance applications to lenders through online portals;
• Complete credit checks and check lending / interest rates for client proposals;
• Arrange required signatures for finance documents, checking document accuracy before authorising for payment;
• Ensure our CRM is kept up-to-date with sales progress and client interaction alongside filing client information correctly;
• Raise invoices and commission documents, checking both formatting and information accuracy (including serial numbers, company details, addresses and so forth);
• Compile pay-out packs post-signing to be sent to lenders for processing;
• Assist with client onboarding, including KYC checks;
• Answer inbound calls and enquiries, directing to the relevant Account Managers and Sales Executives;
• Complete outbound calls to lenders and banks to help progress sales and request updates alongside chasing suppliers for required details and letterheads;
• Support our internal credit team with credit searches; and
• Any other appropriate job duties in line with the associated skill and experience of the post holder.

Skills and Experience Required

• Degree-educated is strongly preferred, with a minimum of A-Levels, or equivalent, essential, at BBB or above;
• Experience providing professional Administration or Sales Administration support is essential;
• Ability to communicate clearly in-person, over email, and on the telephone;
• Ability to pro-actively identify issues and blockages, working with the Sales Team to investigate and resolve in a timely manner to avoid further problems down the line;
• Positive and engaging telephone manner; and
• Strong Microsoft Office skills with experience of using a CRM; knowledge of Xero would be beneficial.

Personal Attributes

• Excellent written and oral communications skills;
• Ability to remain calm under pressure and meet deadlines;
• Strong organisational skills with a high attention to detail; proof-reading experience is highly advantageous;
• Ability to prioritise and handle multiple tasks at any given time in a fast-paced environment;
• Pro-active and enthusiastic with a can do attitude;
• Good commercial acumen; and
• Ability to work on own initiative as well as being a team player.

Company Overview

Portman Finance Group was established in 2007 to provide UK SMEs with access to a range of finance options under one roof. We have now arranged over £1.5 billion in funding for over 20,000 companies.

Portman secure finance for businesses of all sizes via our own lending and panel of over 40 partners. We offer flexible payment terms, reducing large initial outlays and protecting cash-flow, and are one of the largest privately owned Broker-Lenders in the UK.

Portman work with any type of private sector business. We have a long and successful history of financing a variety of assets, quickly and easily. If you’re looking to lease or purchase further equipment, release equity or simply borrow, Portman can provide your business with the finance it needs.

Please note that as part of the recruitment process a criminal records check/credit history check will be carried out by an authorised third party.