Sales Operations Support

£34,000 - £38,000 *DOE

City of London - Hybrid

Financial Services

9am - 5pm

Full time, Permanent

Are you ready to take on an essential role within a rapidly growing company? Our client is seeking a Sales Operations professional to join their dynamic team. In this role, you will play a vital role in providing sales support and overseeing the client onboarding process, ensuring a seamless and successful client experience within Financial Services. Our client is in an exciting stage of their growth, and is seeking an enthusiastic, driven, dedicated and high performing professional to join their successful team!

Why work for this company?

• Flexible working hours and hybrid working
• 2 days in the office per week and 3 from home
• Extensive health and insurance benefits
• Retail discounts and vouchers
• Gym membership
• Team socials and regular client events
• Wellbeing and learning vouchers
• 25 days annual leave entitlement
• Free birthday annual leave day
• MUCH MORE!

Responsibilities:

• Collaborate closely with various internal and external stakeholders.
• Ensure smooth progress of onboarding and offboarding.
• Maintain accurate client information, contact details, and service details in the CRM software.
• Prepare and track onboarding documentation, including legal documents and personalised presentations.
• Run and compile client reports.
• Deal with various client issues, payments, and invoices on a daily basis.
• Work closely and support the sales team with any administrative support.
• Run any ad hoc projects to support the team.

Requirements:

• Excellent verbal and written communication skills.
• Strong attention to detail and analytical abilities.
• Organised with excellent time management skills.
• Knowledge about financial services is ideal, however, not essential.
• Previous experience using a CRM tool, preferably Salesforce.
• Ability to manage multiple tasks in a fast-paced environment.
• Degree or equivalent experience.

OFFICE ANGELS - CITY BRANCH

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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