Sales and Operations Administrator
Location: Milton Keynes
Job Description:
Our client is seeking a Sales and Operations Administrator to join their team on a permanent basis. The Sales and Operations Administrator will have excellent attention to detail, strong experience in managing data and liaising with internal teams and clients.
Responsibilities
* Processing new client proposals and gathering the right information.
* Submitting applications through lender portals and tracking their progress.
* Maintaining the CRM (Pipedrive) to ensure every lead, deal, and update is logged correctly.
* Making sure all paid‑out cases remain compliant and all required documents are in place.
* Being first to respond to the shared sales inbox, forwarding enquiries to the right account manager.
* Liaising with lenders and internal team members to keep deals moving efficiently.
* Assisting with basic reporting and keeping the management team up to date on deal progress.
Skills
* Excellent attention to detail and strong organisational skills.
* A confident communicator written and verbal.
* Comfortable working in a fast‑paced, deal‑driven environment.
* CRM experience (Pipedrive, HubSpot, or similar) is a plus.
* Background in admin support.
* Proficient with Microsoft Office.
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