At a Glance
- Tasks: Bridge sales, marketing, and finance while monitoring KPIs and managing HubSpot data.
- Company: Dynamic company in Knutsford with a focus on growth and profitability.
- Benefits: Competitive salary, supportive team, and opportunities for professional development.
- Other info: Join a collaborative environment with potential for career advancement.
- Why this job: Make a real impact by driving performance and supporting business growth.
- Qualifications: Experience in KPI tracking, advanced HubSpot skills, and strong analytical abilities.
The predicted salary is between 32000 - 36000 € per year.
Location: Knutsford, Cheshire (WA16)
Salary: £32,000 – £36,000 (Dependent on experience)
Reports to: Finance Director
Role Overview
We are seeking a commercially minded Sales and Finance Administrator to join our team in Knutsford. Reporting to the Finance Director, you will be responsible for bridging the gap between sales, marketing, and finance. A key part of this role is the implementation and rigorous monitoring of KPI frameworks within HubSpot to ensure the business meets its growth and profitability targets.
Key Responsibilities
- KPI Implementation & Monitoring
- Framework Setup: Work with the Finance Director and department heads to establish clear, measurable KPIs for both Sales (e.g., conversion rates, average deal size) and Marketing (e.g., MQL-to-SQL ratios, Cost Per Lead).
- Performance Tracking: Maintain daily and weekly monitoring of these KPIs, highlighting any deviations from targets to the Finance Director immediately.
- Accountability Reporting: Produce "Red/Amber/Green" (RAG) status reports to track departmental performance against the annual business plan.
- HubSpot CRM & Marketing Intelligence
- Data Attribution: Ensure Marketing leads are correctly attributed in HubSpot to provide accurate ROI reporting on marketing spend.
- Funnel Analysis: Monitor the velocity of the sales funnel, identifying bottlenecks where leads are failing to progress.
- Dashboard Management: Create and manage HubSpot dashboards that provide a real-time "health check" of both sales and marketing activity.
- Financial & Commercial Administration
- Revenue Alignment: Ensure all sales activity recorded in HubSpot accurately reflects the financial invoicing and revenue recognition schedules.
- Audit & Integrity: Conduct regular data cleanses to ensure KPI reporting is based on accurate, up-to-date information.
- Credit & Contract Support: Manage contract documentation and support credit control efforts as directed by the Finance Director.
Requirements
- Experience: Previous experience in a role requiring KPI tracking and data-heavy administration.
- HubSpot Mastery: Advanced proficiency in HubSpot (including Reporting Suites and Dashboards) is essential.
- Analytical Rigour: The ability to not just report data, but to interpret what the numbers mean for the company’s bottom line.
- Communication: Comfortable presenting performance data to senior management and challenging data inconsistencies.
Sales & Finance Administrator in Knutsford employer: Custodia
Join our dynamic team in Knutsford, where we foster a collaborative work culture that values innovation and accountability. As a Sales & Finance Administrator, you will benefit from competitive salary packages, opportunities for professional growth, and the chance to make a tangible impact on our business success. Our commitment to employee development and a supportive environment makes us an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Sales & Finance Administrator in Knutsford
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your skills in KPI tracking and HubSpot mastery can directly benefit their sales and finance goals.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family, focusing on your ability to interpret data and present it clearly. This will help you feel more confident when discussing your analytical skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team.
We think you need these skills to ace Sales & Finance Administrator in Knutsford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Sales & Finance Administrator role. Highlight your experience with KPI tracking and HubSpot, as these are key for us. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team in Knutsford. Share specific examples of how you've successfully implemented KPIs or managed data-heavy tasks in the past.
Show Off Your Analytical Skills:Since this role requires analytical rigour, don’t shy away from showcasing your ability to interpret data. Include any relevant experiences where you’ve turned numbers into actionable insights that benefited your previous employers.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Custodia
✨Know Your KPIs
Before the interview, brush up on key performance indicators relevant to sales and marketing. Be ready to discuss how you would implement and monitor these KPIs in a practical setting, especially using tools like HubSpot.
✨Showcase Your HubSpot Skills
Since advanced proficiency in HubSpot is essential for this role, prepare to demonstrate your knowledge. Bring examples of dashboards you've created or reports you've generated, and be ready to explain how they impacted business decisions.
✨Data Interpretation is Key
It's not just about reporting numbers; it's about understanding them. Think of examples where you've interpreted data to drive decisions or improve processes. This will show your analytical rigour and commercial mindset.
✨Communicate Confidently
Practice presenting performance data clearly and confidently. You might be asked to explain complex information to senior management, so being articulate and assertive will help you stand out as a candidate who can challenge inconsistencies effectively.
