Sales Support Manager

Triple Point; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid/flexible working

Contributory pension

Learning & development opportunities

Job summary

Triple Point is seeking a Sales Support Manager to shape a new function within its Distribution team. You will lead a 35+ strong team, ensure CRM data quality, and coordinate with Digital and Tech to deliver a joined-up service for advisers and clients.

The role blends leadership with hands-on delivery, designing processes, managing literature and events, and training new staff to drive efficient sales and superior client service.

Qualifications

• Proven experience in a similar role supporting a sales function.
• Proficiency in CRM systems such as Salesforce and understanding of data flows.
• Working knowledge of UK GDPR and related data protection practices.
• Experience working in an FCA-regulated business.
• Experience of working with financial advisers and paraplanners.
• Technically confident with business systems and AI tools.

Responsibilities

• Team management and development: oversee regular one-to-ones and coaching.
• Data management: ownership of CRM and sales intelligence system data.
• Data and policy: ensure adherence to data standards and implement improvements.
• Literature management: handle literature requests and courier coordination.
• Process design: develop and implement day-to-day processes with Sales leaders.
• Event and webinar support: assist with planning, briefs, and post-event data.
• Training and onboarding: educate new hires on processes and systems.
• Cross-team collaboration: build relationships across distribution teams.
• Priority management: set and communicate priorities during high-demand periods.

Skills

Data literacy

Team leadership

Stakeholder management

Confidentiality

Communication

Tools

Salesforce CRM

Job description

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit,Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Places to Work 2025 & 2026'.

If this sounds like an environment where you would flourish, then read on…

The Function & Team

Sales Support is a newly created function within Triple Point’s Distribution team. Working alongside Retail Sales, it supports the day-to-day needs of financial advisers and their clients. It brings together the processes that support sales execution and ongoing client relationship management, helping to create a joined-up service and better outcomes for our customers.

Purpose of the role

As the first Sales Support Manager, the individual will shape and lead this new function, putting clear, effective processes and frameworks in place to support a sales team of more than 35 people. The individual is responsible for the quality of the Distribution team’s data, the processes that depend on it, and the day-to-day link between Distribution and Digital and Tech. The role combines leadership with hands‑on involvement: they will ensure the team’s responsibilities are delivered, pick up day-to-day requests and tasks as they arise, and look ahead to anticipate future needs and shape how Sales Support develops.

Role and Responsibilities

• Team management and development: Manage team members through regular one-to-ones and coaching meetings.
• Data management and organisation: Take ownership of the accuracy and upkeep of the CRM and sales intelligence systems. Proactively maintain and update records from the Strategic Partnerships and Sales teams on a regular and ad hoc basis, ensuring the team has access to timely, well‑organised and reliable information.
• Data and policy oversight: Monitor Distribution team’s adherence to data standards and policies. Identify gaps and work with the relevant stakeholders to create and deliver plans to address them. This will involve working closely with Digital and Tech to shape CRM changes collaboratively and communicate them clearly to the relevant teams.
• Literature management: Manage day‑to‑day hard copy literature requests and requirements for financial advisers and events. Liaise with the Retail Sales team and couriers to ensure materials are delivered on time.
• Process design and improvement: Work closely with Sales leaders to identify better ways of working and improve efficiency in their roles. Design, document and implement day‑to‑day processes and progress changes to systems and processes where needed. For example, develop a process for outsourcing literature management. Keeping this information up to date through regular reviews will also be a key priority.
• Event and webinar support: Support the Event Lead with planning and delivery, including coordinating pre‑event briefs and tasks, and ensuring supplier deadlines are met. Prepare briefing and follow‑up notes for internal teams, help manage event follow‑up by providing accurate data in campaigns, and ensure materials and equipment are returned after each event.
• Sales and Client Services team training and onboarding: Train and onboard new Sales and Client Services team members on relevant processes and systems. Ensure each new starter follows a thorough training plan, with ongoing support provided to team members in the field.
• Cross‑team collaboration: Build strong working relationships across all distribution teams, champion shared priorities and bring people, relationships and processes together. This will provide the foundation for identifying data quality and process issues, and for developing and owning a clear plan to address them.
• Priority management: Agree and communicate priorities during periods of heightened business demand, working with teams to make effective decisions when available resources cannot meet every need.

Experience

• Proven experience in a similar role supporting a sales function, including leading or managing others.
• Proficiency in CRM systems such as Salesforce, including an understanding of plug‑ins, system integrations and how data flows between systems.
• Working knowledge of UK GDPR and related Data Protection practices.
• Experience working 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 such as ChatGPT and Claude.
• 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, with a willingness to pull together and help out during busier times
• Discreet and professional when handling sensitive information, maintaining high standards of confidentiality and conduct.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.

At Triple Point, high-performance means living our values every day:

Take Thoughtful Action.

Pull Together.

Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to AI tools. We see technology as a co‑pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.

Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE .

Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.

Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.

STRICTLY NO AGENCIES

You can find a link to our candidate privacy noticeHERE.