The Sales Support Executive plays a key role in ensuring a smooth and efficient onboarding experience for new clients.
Working closely with Regional Sales Directors, the position is primarily office-based, with occasional visits to prospects or introducers as required.
This role centres on managing post-sale activities and supporting administrative tasks essential to client onboarding. It requires a proactive, organised approach to meet strict deadlines and maintain the highest standards of service. A self-starter with strong multitasking skills and a positive attitude will thrive in this position, helping to uphold the businesses reputation and deliever excellent customer experience.
Key Responsibilities
1. Providing support to the Commercial Sales Team in a variety of new business administrative tasks.
2. Updating Salesforce with new business leads generated by the Regional Sales Directors and assisting with continued updates in Salesforce throughout the prospect journey.
3. Completion of debtor assessment packs
4. Document packs liaise with the securities team regarding dispatch and prospects regarding completion and return.
5. Ownership of the Approved Pipeline Spreadsheet to enhance the on-boarding process
6. Assist with obtaining ...