Sales Support & CRM Coordinator

Portman Finance Group; Northampton; On-site; GBP 22,000 - 27,000; Full time

Job summary

Portman Finance Group is seeking a Sales Support Administrator in Northampton to manage sales paperwork and ensure the CRM stays up-to-date. You will support the sales team with finance documents, quotations, and proposals, and assist with credit checks and onboarding.

The role requires strong attention to detail, excellent communication, and the ability to multitask in a fast-paced environment. A degree or equivalent and CRM experience are preferred.

Qualifications

• Degree-educated is strongly preferred, with a minimum of A-Levels, or equivalent, essential, at BBB or above.
• Experience providing professional Administration or Sales Administration support is essential.
• Ability to communicate clearly in-person, over email, and on the telephone.
• Ability to pro-actively identify issues and blockages, working with the Sales Team to investigate and resolve in a timely manner to avoid further problems down the line.

Responsibilities

• Support our sales team with all related sales administration activities including compiling, creating and checking finance documents, quotations and proposals, and ensuring all required documents are available as requested by our lenders
• Submit finance applications to lenders through online portals
• Complete credit checks and check lending / interest rates for client proposals
• Arrange required signatures for finance documents, checking document accuracy before authorising for payment
• Ensure our CRM is kept up-to-date with sales progress and client interaction alongside filing client information correctly
• Raise invoices and commission documents, checking both formatting and information accuracy
• Compile pay-out packs post-signing to be sent to lenders for processing
• Assist with client onboarding, including KYC checks
• Answer inbound calls and enquiries, directing to the relevant Account Managers and Sales Executives
• Complete outbound calls to lenders and banks to help progress sales and request updates alongside chasing suppliers for required details and letterheads
• Support our internal credit team with credit searches
• Any other appropriate job duties in line with the associated skill and experience of the post holder.

Skills

Attention to detail

Communication

Multi-tasking

Administrative support

CRM

Education

University degree or equivalent

A-Levels or equivalent BBB+

Tools

CRM software

Xero

Job description

Portman Finance Group is seeking a Sales Support Administrator in Northampton to manage sales paperwork and ensure the CRM stays up-to-date. You will support the sales team with finance documents, quotations, and proposals, and assist with credit checks and onboarding.

The role requires strong attention to detail, excellent communication, and the ability to multitask in a fast-paced environment. A degree or equivalent and CRM experience are preferred.