Sales Support & CRM Admin Specialist

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

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.