Sales Support Administrator

Portman-Finance-Group; Northampton; On-site; GBP 22,000 - 28,000; Full time

Job summary

Portman Finance Group is seeking a Sales Support Administrator to join our UK sales operations in Northampton. You will process and manage administration paperwork across the sales process, keep our CRM up-to-date, and support the Sales Team to move deals forward with accuracy and speed.

The role requires meticulous attention to detail, the ability to handle multiple tasks, and clear, proactive communication with internal teams and lenders.

Qualifications

• Degree-educated with BBB or higher at A-Level preferred.
• Experience providing professional administration or sales administration support.
• Clear communication in person, email and on the phone.
• Pro-active issue identification and problem solving with Sales Team.
• Strong telephone manner and attention to detail.
• MS Office proficiency; CRM experience; Xero knowledge beneficial.

Responsibilities

• Support sales team with admin activities, prepare finance docs, quotations and proposals; ensure documents are available for lenders.
• Submit finance applications to lenders via online portals.
• Perform credit checks and review lending rates for client proposals.
• Arrange signatures for finance docs; verify accuracy before payment.
• Keep CRM up-to-date with sales progress and client data.
• Raise invoices and commission docs; check formatting, serials, addresses.
• Compile payout packs post-signing for lenders.
• Assist with client onboarding, including KYC checks.
• Answer inbound calls and direct to Account Managers/Sales Executives.
• Make outbound calls to lenders/banks; progress sales and obtain updates.
• Support internal credit team with credit searches.
• Other duties aligned with role and experience.

Skills

Administration experience

Communication skills

Microsoft Office

CRM software

Education

Degree-educated (BBB A-Level)

Tools

CRM software

Xero

Job description

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.