Sales Support ExecutiveAimee Willow Connex Limited • Manchester, England, United Kingdom

Postuler Maintenant

Sales Support Executive

Aimee Willow Connex Limited

Manchester, England, United Kingdom

Manchester, England, United Kingdom

Postuler Maintenant

À propos

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 Wizard 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 deliver 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.Run dominant 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 onboarding process. Assist with obtaining all pre-conditions including deed of priorities / waivers, 3rd party legal advice, re-surveys and any further prospect information. Ensure debtor verification is ongoing and speak with the DV team to progress matters. Assist with the onboarding 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 onboarding. 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 RSDs 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 RSDs 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 requiredIgnore by the Regulatory Bodies are carried out to the standards required. Skills & Experience
Previous experience of customer / client onboarding. Experience ofोत 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 organized, 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. Very #J-18808-Ljbffr

Manchester, England, United Kingdom

Compétences linguistiques

English

Avis aux utilisateurs

Cette offre provient d’une plateforme partenaire de TieTalent. Cliquez sur « Postuler maintenant » pour soumettre votre candidature directement sur leur site.

Postuler Maintenant