Sales Support Executive

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

Benefits offered by this job

Fantastic bonus

Pension

Benefits

Job summary

CBC Resourcing Solutions is seeking a Sales Support professional for an asset finance role in the North West with hybrid working. You will contact brokers and customers, manage CRM data, and assemble documentation to move deals forward.

The role requires a proactive, detail-oriented approach and strong communication skills. Financial services experience is desirable but not essential, with a competitive bonus and benefits package.

Qualifications

• Experience in financial services is desirable but not essential.
• Positive and proactive approach with attention to detail.

Responsibilities

• Calling brokers and customers to check status and communicate next steps.
• Track deals in the CRM system and keep data up to date.
• Prepare documents to support transactions and send to relevant parties.
• Ensure all information is collected and correct before payout.
• Conduct searches and checks accurately.
• Track the pipeline and act to ensure deals progress.
• Run reports and perform data cleanses for audit purposes.

Skills

Communication

CRM systems

Data entry

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.

Experience in Financial Services is desirable but not essential.