Sales Support & CRM Analyst (Hybrid)

Triple Point; Greater London; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Contributory pension

Hybrid/flexible working

Learning & development

Job summary

Triple Point in London is seeking a Sales Support Associate to join a newly created team within Distribution. You will provide hands-on operational and analytical support to a sales team of 35+ people, maintaining CRM data, performing quality checks, and coordinating literature, events, and onboarding activities.

Reporting to the Sales Support Manager, you will help drive efficient processes, support fundraising targets, and identify improvements.

Qualifications

• Some experience of working with data in an administrative or operational setting.
• A keen eye for data and attention to detail.
• Knowledge of UK GDPR and data protection requirements.
• Experience of, or close exposure to, the day-to-day work of a sales team.
• Experience in an FCA-regulated business.
• Experience of working with Financial Advisers and Paraplanners.
• Technically confident and proficient in using business systems, with familiarity with AI tools.
• Strong data literacy, with the confidence and experience to handle large and varied datasets.
• A collaborative team player who works effectively with teams across Triple Point’s Distribution function.

Responsibilities

• CRM and data administration: Maintain accurate CRM and sales records and process updates.
• Data quality support: Run routine data quality checks and reports and help remediate issues.
• Systems and change support: Log system issues and communicate CRM changes to relevant teams.
• Literature administration: Process hard-copy literature requests and coordinate with couriers.
• Process and documentation support: Follow daily processes and document new ones.
• Event and webinar support: Coordinate events and webinars, track tasks and deadlines.
• Training and onboarding support: Help new team members learn systems and processes.
• Cross-team coordination: Maintain relationships with Distribution teams and raise issues.
• Priorities and workload: Organize tasks by priorities and provide hands-on support during busy periods.

Tools

Salesforce

Job description

Triple Point in London is seeking a Sales Support Associate to join a newly created team within Distribution. You will provide hands-on operational and analytical support to a sales team of 35+ people, maintaining CRM data, performing quality checks, and coordinating literature, events, and onboarding activities.

Reporting to the Sales Support Manager, you will help drive efficient processes, support fundraising targets, and identify improvements.