Job Description
Main purpose of the role
This is a varied and highly organised role sitting at the heart of Purify’s sales and delivery engine. You’ll support the internal sales function by producing accurate standard quotes, keeping the HaloPSA pipeline fully up to date, and helping the team run an efficient, well‑oiled sales machine.
You’ll also play a pivotal part in project coordination—ensuring clean, consistent handover from sales to delivery, matching customer Purchase Orders to quotes, placing orders with suppliers, managing documentation, and supporting smooth delivery to pre‑staging or customer sites.
This role will suit someone who loves structure, thrives on ticking things off a list, and gains satisfaction from seeing things run smoothly end-to-end. If you’re a natural completer‑finisher who loves making things “just work”, you’ll be brilliant here.
Key Responsibilities and Deliverables
Sales Administration & Internal Sales Support
* Create accurate, timely standard quotes for customers.
* Maintain and update HaloPSA deal pipeline and related records.
* Support the MD and Account Manager in driving an effective, consistent sales process.
* Track renewals, open opportunities, and follow‑up activities.
* Support sales reporting and forecasting activities.
Project Coordination & Handover
* Ensure seamless transition from sales to delivery, with full documentation and clarity.
* Validate customer Purchase Orders against quotes; resolve discrepancies.
* Create internal Sales Orders and Purchase Orders.
* Place accurate, timely orders with suppliers and track fulfilment.
* Maintain a clean audit trail across all stages—from initial conversation to delivery.
* Coordinate delivery of equipment to pre‑staging or client locations.
* Support internal project scheduling and documentation.
HaloPSA Ownership
As you progress in your role, we would like you to take ownership of our CRM, HaloPSA. This will include:
* Becoming Purify’s “Halo champion”, helping us get the most out of our new CRM.
* Identifying opportunities to improve workflows, automation, and data integrity.
* Supporting colleagues to use Halo effectively and consistently.
Other Responsibilities
* Work autonomously and creatively as part of a remote team.
* Collaborate with Directors and colleagues as well as clients and suppliers.
* Manage time, commitments, and outputs effectively while working remotely.
* Remain curious and committed to continuing to learn and develop
Location, Hours & Flexibility
* Hours are flexible between 25 to 35 hours per week.
* Hybrid working — initially 2–3 days per week in our Beverley office whilst getting up to speed then moving to a model of remote/home working + in-office days when it makes sense.
* School-hours friendly options available; we are flexible.
Salary
Salary in the region of £25 - £28K (FTE) depending on experience, open to discussion about remuneration and the wider benefits package. Additional Benefits include 25 days + bank holidays annual leave, nest pension and private healthcare.
About the Company
At Purify Technology, we focus on the real needs of people and understanding their current frustrations to provide solutions that allow organisations to thrive.
As Microsoft 365/Microsoft Teams specialists and a Microsoft Gold Partner, we help maximise our clients’ existing investment to improve communication, collaboration, and productivity.
We are a highly successful company, working with clients who trust us, like us, and appreciate how we do things. We have some big names on our books and are looking to grow significantly over the next couple of years. This role is key to helping us achieve that growth.