Sales Support ExecutiveAimee Willow Connex Ltd • Manchester, England, United Kingdom
Dieses Stellenangebot ist nicht mehr verfügbar
Sales Support Executive
Aimee Willow Connex Ltd
- Manchester, England, United Kingdom
- Manchester, England, United Kingdom
Über
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
Providing support to the Commercial Sales Team in a variety of new business administrative tasks.
Updating Salesforce with new business leads generated by the Regional Sales Directors and assisting with continued updates in Salesforce throughout the prospect journey.
Completion of debtor assessment packs
Document packs – liaise with the securities team regarding dispatch and prospects regarding completion and return.
Ownership of the Approved Pipeline Spreadsheet to enhance the on-boarding process
Assist with obtaining all pre-conditions including deed of priorities / waivers, 3rd party legal advice, re-survey’s and any further prospect information.
Ensure debtor verification is ongoing and speak with the DV team to progress matters
Assist with the on-boarding process including ensuring ‘installs’ are booked, ledgers obtained and inter-factor requirements are met.
Client Services – update the wider Client Services teams (Underwriters, Client Managers, BDP Team, Securities) of the progress of on-boarding
New Prospects – Introduce yourself and liaise regularly with New Prospects to ensure they have provided the Documents and any additional information required for onboarding, and keep them updated throughout
Completion of costings and drafting indicative offers when RSD’s are unable.
Comply with money laundering regulations relating to the acquisition of New Business.
Provide support at events. There may be a requirement to attend these events from time to time throughout the year.
In conjunction with RSD’s develop ongoing professional relationships with third party introducers.
Attend new business and introducer meetings from time to time.
Assist with process improvements
Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.
Skills & Experience
Previous experience of customer / client onboarding
Experience of working in a highly targeted environment alongside salespeople
Excellent communication skills, both verbal and written. Able to demonstrate the ability to effectively communicate with stakeholders and clients at all levels
Highly organised, able to balance multiple tasks and prioritise own time
Strong initiative with good problem-solving skills
Attention to detail
Competencies
Building Relationships
Communication
Writing
Delivering Results
Dependability
Resilience
#J-18808-Ljbffr
Sprachkenntnisse
- English
Hinweis für Nutzer
Dieses Stellenangebot wurde von einem unserer Partner veröffentlicht. Sie können das Originalangebot einsehen hier.