Details
Job Title: Operations and Sales Support
Location: Birmingham, B6
Employment Type: Full-time | On-site
Department: Operations / Sales / Accounts
About the Role
We are seeking an Operations and Sales Support professional to join a dynamic team and help drive efficiency, streamline processes, and support sales operations. The role involves working closely with the accounts and sales teams, while also providing administrative support to company directors.
Hours:
* Monday–Thursday: 08:00–17:00
* Friday: 08:00–16:30
(39.5 hours per week)
Key Skills Required
* Professional phone and email etiquette
* Proactive approach to after-sales support and quotation follow-up
* Strong organisational skills
* Excellent attention to detail
* Basic accounting experience (BACS, reconciliation)
* Knowledge and experience of both purchase and sales ledger administration
* Understanding of export processes (HS codes, certification, documentation)
* CRM/ERP system experience
Responsibilities
1. Administration & Communication
* Answer incoming calls and direct to relevant colleagues
* Monitor and respond to general company emails
* Liaise with suppliers via phone and email
* Order and maintain stationery supplies
2. Sales & Invoicing
* Assist clients with sales enquiries, quotations, and order processing
* Calculate and prepare customer invoices from previous day’s sales
* Print and verify invoices before submission
* Submit invoices through client intranet portals (such as Smart Channel or Verisae)
* Arrange and upload shipments via DX and DHL, and obtain courier quotations as required
* Manage after-sales support and CRM updates
3. Banking & Payments
* Print and post daily bank transactions
* Authorise and process BACS payments
* Manage petty cash
* Post bank transactions into the accounting system
4. Accounts Payable & Receivable
* Match delivery notes with purchase invoices and enter into accounting software
* Reconcile supplier statements and prepare payment spreadsheets
* Manage credit control including payment chasing and reporting
* Open new customer accounts and conduct trade reference checks
5. Reporting & Month-End Duties
* Produce and distribute the daily sales monitor
* Prepare and finalise month-end reports
* Close sales ledgers
* Produce supporting spreadsheets for payments and account management
6. Logistics & Export Coordination
* Prepare and process shipping and export documentation (Commercial Invoice, Certificate of Origin)
* Apply HS code knowledge where applicable
* Arrange and manage courier shipments (such as FedEx or DHL)
* Liaise with couriers for quotes and scheduling
7. Systems & Compliance
* Manage call logging and closures via client intranet portals
* Download and maintain monthly tachograph records for fleet drivers
* Log callouts and update relevant spreadsheets