Sales Support Specialist - CRM & Deal Coordination

Osborne Appointments; Northampton; On-site; GBP 24,000 - 29,000; Full time

Job summary

Osborne Appointments is seeking a highly organised Sales Support to join our Northamptonshire client. The role involves supporting the Sales Team with administration, finance documentation, and CRM data management to ensure smooth progression of deals.

The successful candidate will have administration or sales support experience, strong communication skills, and competence with Microsoft Office and CRM systems. A degree is advantageous, and a professional telephone manner is essential.

Qualifications

• Previous experience in administration or sales support is essential
• Strong communication skills across phone, email, and in person
• Degree level education would be advantageous
• Confident and professional telephone manner
• Ability to identify and resolve issues proactively
• Strong Microsoft Office skills and experience using CRM systems (Xero knowledge beneficial)

Responsibilities

• Support the Sales Team with all administration activities including compiling, creating, and checking finance documents, quotations, and proposals
• Submit finance applications to lenders via online portals
• Complete credit checks and review lending rates for client proposals
• Arrange and manage document signatures, ensuring accuracy before authorisation
• Maintain and update CRM systems with sales progress and client interactions
• Raise invoices and commission documents, ensuring accuracy of all details
• Compile pay-out packs for lenders following document completion
• Assist with client onboarding, including KYC checks
• Handle inbound calls and enquiries, directing to relevant team members
• Make outbound calls to lenders, banks, and suppliers to progress deals and obtain required information
• Support the internal credit team with searches and administration
• Assist with any additional duties aligned to the role

Skills

Administration experience

Sales support experience

Communication skills

Microsoft Office

CRM systems

Education

Degree-level education

Tools

Xero

CRM systems

Job description

Osborne Appointments is seeking a highly organised Sales Support to join our Northamptonshire client. The role involves supporting the Sales Team with administration, finance documentation, and CRM data management to ensure smooth progression of deals.

The successful candidate will have administration or sales support experience, strong communication skills, and competence with Microsoft Office and CRM systems. A degree is advantageous, and a professional telephone manner is essential.