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For Companies At a Glance
- Tasks: Support project management, sales teams, and ensure compliance documentation.
- Company: Join a dynamic team focused on delivering exceptional client support.
- Benefits: Enjoy a workplace pension, health insurance, and an annual performance bonus.
- Why this job: Be part of a collaborative culture that values attention to detail and effective communication.
- Qualifications: Administrative experience and strong organisational skills are essential; CRM familiarity is a plus.
- Other info: Work hours are 9 am to 5 pm, Monday to Friday.
The predicted salary is between 28800 - 43200 £ per year.
We\’re looking for a detail-oriented Support/Administration professional to provide essential administrative and operational support to our client’s internal teams and clients. This role is key in ensuring smooth project processing, financial administration, and insurance compliance documentation.
Key Responsibilities:
- Project Management:
Set up new projects, issue VAT invoices, and manage monthly payment plans and overdue follow-ups. - Sales Team Support:
Communicate with field sales, review application details, perform financial checks (BCIS, Experian), and support with warranty documentation. - Regional Monitoring Surveyor & CRM Management:
Issue RMS instructions, replicate fee breakdowns, update CRM with client data, and raise technical tickets. - Ongoing Project Oversight:
Track project progress, collect outstanding documents and payments, and ensure smooth project signoffs. - Debt Collection:
Work with Underwriting to chase overdue premiums and payment plan invoices. - Insurance Backed Guarantees:
Verify contractor documents, submit presentations to Underwriting, and ensure policies are issued accurately. - Certificate Issuing:
Manage final project documentation, confirm compliance, and issue certificates to clients.
Performance Expectations:
- Complete tasks accurately and on time
- Communicate professionally across teams and clients
- Ensure compliance and documentation standards
- Support revenue through effective debt collection
Required Experience & Skills:
- Administrative experience in a support or coordination role
- Project coordination skills, including handling multiple tasks and deadlines
- Client communication experience (phone and email), with a professional and helpful approach
- Strong attention to detail when processing documents, invoices, and project data
- Experience using CRM systems and managing digital records
- Basic finance skills, such as raising invoices and following up on payments
- Document management skills (uploading, tracking, chasing missing info)
- Familiarity with compliance and regulatory processes (preferred but not essential)
- Comfortable with data entry and checking for accuracy (e.g., sqm, project specs)
- Strong organisational skills, able to prioritise and meet deadlines
Desirable (but not essential):
- Experience supporting a field-based sales team
- Knowledge of construction, insurance, or warranty documentation
- Understanding of technical terms like IBG, BCIS, Experian checks
- Experience with platforms like Acturis, Zoho CRM, Google Sheets and similar platforms
Hours and Company Benefits:
- 9 am – 5 pm, Monday to Friday
- Workplace Pension
- Annual Bonus (based on Performance)
- Heath Insurance
- DIS
- Salary Sacrifice Car Scheme
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Sales Support Administrator employer: Halecroft Recruitment
Contact Detail:
Halecroft Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support Administrator
✨Tip Number 1
Familiarise yourself with project management tools and CRM systems, as these are crucial for the Sales Support Administrator role. Being able to demonstrate your proficiency in these platforms during an interview can set you apart from other candidates.
✨Tip Number 2
Brush up on your financial administration skills, especially around invoicing and payment follow-ups. Showing that you understand the financial aspects of project management will highlight your suitability for the role.
✨Tip Number 3
Prepare examples of how you've effectively communicated with clients and internal teams in previous roles. Strong communication skills are essential, so having specific instances ready can help illustrate your capabilities.
✨Tip Number 4
Research the construction and insurance industries to gain a better understanding of the terminology and processes involved. This knowledge will not only help you in the interview but also show your genuine interest in the role.
We think you need these skills to ace Sales Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative and project coordination experience. Emphasise your attention to detail and any experience with CRM systems, as these are crucial for the Sales Support Administrator role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains how your background aligns with the responsibilities of the role. Mention specific experiences where you successfully managed projects or supported sales teams.
Highlight Relevant Skills: In your application, clearly outline your skills in document management, financial administration, and client communication. Use examples to demonstrate your ability to handle multiple tasks and meet deadlines effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is accurate and that your documents reflect a professional standard, as attention to detail is key for this position.
How to prepare for a job interview at Halecroft Recruitment
✨Showcase Your Attention to Detail
As a Sales Support Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Project Management Skills
Highlight your ability to manage multiple tasks and deadlines effectively. Share instances where you successfully coordinated projects, issued invoices, or followed up on payments to illustrate your organisational skills.
✨Communicate Professionally
Since the role involves client communication, practice articulating your thoughts clearly and professionally. Prepare for potential questions about how you would handle various client scenarios, both over the phone and via email.
✨Familiarise Yourself with Relevant Tools
If you have experience with CRM systems or platforms like Google Sheets, mention it during the interview. If not, take some time to learn the basics of these tools, as familiarity can set you apart from other candidates.
