Sales Coordinator - #2175001

OVERVIEW OF THE ROLE

The New Business team is responsible for achieving new business income targets by winning new clients through effective sales and marketing activity and responding promptly and efficiently to new business enquiries.

The role provides effective administrative support to the Sales Director and wider sales/operation team, helping the company achieve its new business income objectives and support onboarding new clients with the operations team. It requires strong written and verbal communication skills and the ability to build and maintain effective working relationships with team members, suppliers and other external stakeholders.

Handling competing priorities and assisting in meeting deadlines will be a key aspect of the position, so good time management skills and a flexible, positive outlook will also be required.

KEY RESPONSIBILITIES

• Log all new business enquiries onto our CRM system and track their progress, ensuring that the Sales Pipeline Report is always up to date.
• Assist with the initial screening of new business enquiries, undertaking research and initial background checks on prospective new clients.
• Accompany members of the Sales Team, to new client meetings, as required.
• Work with the Sales Team to prepare new business reports, which assess and document new lending decisions.
• Prepare legal documentation.
• Communicate with the Client Management Team, ensuring that they are up to date with prospective new clients, ensuring a smooth onboarding experience for them.
• Liaise regularly with commercial finance brokers and other introducers of new business, ensuring that they are kept up to date with the progress of leads introduced to us.
• Maintain our CRM database of new business introducers, always keeping it up to date.
• Assist the Sales Director with the preparation of reports for the Board.
• Work with our Marketing Team, assisting with content creation and coordinating delivery of social media posts, emailers and other marketing activities.
• Attend networking events with other members of the Sales and brand development/marketing team, always representing FlexABL in a professional manner.
• Ensure you adhere to, and consistently apply, FlexABL’s policies and procedures.
• Other duties as required by your line manager and the directors.

SKILLS & KNOWLEDGE

• Commercial awareness and the ability to work in a results-focused environment.
• Excellent customer and stakeholder management skills (internal and external).
• Microsoft Office (Outlook, Word, Excel).
• Strong written and verbal communication skills.
• Administration, planning and organising skills with effective time management ability.
• Good knowledge of how to effectively use all the major social media platforms.
• 1-3 years’ experience in financial services and an interest in the sector.

BEHAVIOURS

• A high level of integrity and commitment.
• Results focused.
• A team player.
• Creative thinking– constantly challenging the way things are done and coming up with new ideas to grow the FlexABL brand.
• Committed.
• Flexible.
• Organised.
• Customer and people oriented.
• Attention to detail.