Sales Support – Asset Finance

CBC Resourcing Solutions; Manchester; Hybrid; GBP 36,000 - 42,000; Full time

Benefits offered by this job

Bonus

Pension

Benefits

Job summary

CBC Resourcing Solutions is partnering with a leading asset finance provider to recruit a Sales Support specialist for the North West region. This hybrid role focuses on maintaining broker and customer communication, managing the CRM, and preparing documents to support transactions.

You will track the pipeline, run reports, perform data cleanses for audits, and coordinate steps to ensure timely payouts. A proactive, detail‑oriented approach is essential.

Qualifications

• Calling brokers and customers to check status and communicate next steps.
• Track all deals in our CRM system and keep data up to date.
• Prepare documents to support transactions and send to relevant parties.
• Ensure that all searches and checks are conducted correctly.
• Track the pipeline and take action to ensure deals come through.
• Run reports and carry out data cleanses for audit purposes.

Responsibilities

• Calling brokers and customers to check status and communicate next steps.
• Maintain CRM data accuracy and track deals.
• Prepare transaction documents and dispatch to parties.
• Ensure accurate searches and checks before payout.
• Monitor pipeline and drive deals to closure.
• Generate reports and perform data cleansing for audits.

Skills

CRM management

Customer communication

Data entry

Documentation preparation

Reporting

Attention to detail

Problem solving

Tools

CRM software

Job description

Sales Support – Asset Finance

North West – hybrid

£36,000 to £42,000 plus fantastic bonus, pension and benefits

Our client is a leading solutions orientated asset finance partner for SME businesses. Due to an exciting period of growth they are looking for a Sales Support person.

The successful candidate will be:

• Calling brokers and customers to check on status and communicate next steps
• Track all deals in our CRM system and make sure all data is up to date
• Preparing documents to support transaction and send to relevant parties
• Make sure everything is collected and correct before sending to pay-out
• Ensure that all searches and checks are conducted correctly
• Track the pipeline and take action to ensure deals come through
• Running reports and carrying out data cleanses for audit purposes

They are looking for people with a positive and proactive approach to work, who love talking to customers and colleagues and are passionate about delivering results. It requires attention to details and creative problem solving skills. This is the ideal opportunity for someone who wants to be part of a fast growing business and a fast growing team.