Sales Support Administrator

Portman Asset Finance Ltd; Northampton; On-site; GBP 24,000 - 28,000; Full time

Job summary

Portman Finance Group in Northampton is seeking a SalesSupport Administrator to manage sales administration, processing finance documents, submitting applications and keeping our CRM up-to-date with progress. The role requires strong attention to detail and the ability to juggle multiple tasks alongside the Sales Team.

You will compile finance documents, perform credit checks, arrange signatures, raise invoices and assist with onboarding, including KYC checks.

Qualifications

• Degree preferred or equivalent; strong admin background.
• Excellent communication in person, email and phone.
• Pro-actively identify issues and unblock progress with Sales Team.
• Proficient with MS Office; CRM experience helpful.

Responsibilities

• Support sales admin activities: financing docs, quotations, proposals.
• Submit finance applications to lenders via online portals.
• Perform credit checks and review lending/interest rates.
• Arrange signatures and verify documents before payment.
• Keep CRM up-to-date with sales progress and client data.
• Prepare pay-out packs for lenders after signing.
• Assist with client onboarding, including KYC checks.
• Handle inbound inquiries and route to Account Managers.
• Make outbound calls to lenders/banks to progress sales; chase details.
• Support internal credit team with credit searches.
• Perform other duties aligned with the role.

Skills

Attention to detail

Communication skills

MS Office

CRM experience

Team player

Education

Degree preferred

A-Levels or equivalent

Tools

CRM system

Xero knowledge

Job description

Northampton, United Kingdom | Posted on 29/05/2026

Supporting both our brokering and lending arms, the SalesSupport Administrator will be responsible for processing and managing alladministration paperwork throughout our sales process alongside ensuring ourSales Team and all appropriate systems, including our CRM, are kept up-to-datewith progress. Due to the nature of the position, we are looking for someonewho has strong attention to detail alongside the ability to manage multipletasks simultaneously. Performing a pivotal role in our Sales process, excellentcommunication skills will be essential to working with our Sales Team to keepstakeholders updated and processes moving forward.

Responsibilities

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

Requirements

Skills and Experience Required

• Degree-educated is strongly preferred, with a minimum ofA-Levels, or equivalent, essential, at BBB or above;
  
• Experience providing professional Administration or SalesAdministration support is essential;
  
• Ability to communicate clearly in-person, over email, and onthe telephone;
  
• Ability to pro-actively identify issues and blockages,working with the Sales Team to investigate and resolve in a timely manner toavoid further problems down the line;
  
• Positive and engaging telephone manner; and
  
• Strong Microsoft Office skills with experience of using aCRM; 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-pacedenvironment;
  
• Pro‑active and enthusiastic with a can do attitude;
  
• Good commercial acumen;and
  
• Ability to work on own initiative as well as being a teamplayer.
  

Company Overview

Portman Finance Group was established in 2007 to provide UKSMEs with access to a range of finance options under one roof. We have nowarranged over £1billion in funding for over 15,000 companies.

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

Portman work with any type of private sector business. Wehave a long and successful history of financing a variety of assets, quickly andeasily. If you’re looking to lease or purchase further equipment, releaseequity or simply borrow, Portman can provide your business with the finance itneeds.

Please note that as part of the recruitment process acriminal records check/credit history check will be carried out by anauthorised third party.