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For Companies At a Glance
- Tasks: Support the sales team by managing client onboarding and ensuring smooth operations.
- Company: Join a dynamic company focused on growth and partner experience.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Why this job: Be the backbone of the sales team and help drive success for clients and partners.
- Qualifications: Strong communication skills and attention to detail are essential.
- Other info: Perfect opportunity for entry-level candidates looking to kickstart their career in sales support.
The predicted salary is between 24000 - 36000 £ per year.
Role Purpose: Enable the Intermediaries / Wholesale sales team to deliver growth by removing administration friction, improving speed and elevating partner experience. Own the pre-and-post meeting operational flow so the Sales team can spend more time selling and partners receive fast and accurate answers. You will report to the Commercial Director and work alongside primary stakeholders including Business Development Managers, Marketing and Partner Success.
Key Responsibilities
- Client Support and Onboarding: Act as first-line support for advisers/wholesale clients, coordinate onboarding documentation and ensure compliance.
- Sales Enablement: Build meeting packs, prepare presentation/proposals, manage agendas and follow ups.
- CRM Data Hygiene: Maintain accurate CRM records, update opportunities and produce weekly pipeline reports.
- Lead Handling Campaign Support: Follow up on marketing generated leads, qualify and hand off to Business Development Managers.
- Event Webinar: Assist in planning and delivering webinars, fund manager events and conferences.
- Reporting Insights: Maintain SLA dashboards, activity logs and highlight process improvements.
Core Outcomes
- Frictionless Client Experience: First-line query resolution and onboarding handled within agreed SLAs.
- Sales Capacity Unlocked: Business Development Managers spend more time with partners because meeting packs, proposals and follow-ups are prepared accurately and on time.
- Data you can trust: Complete current CRM records and transparent pipeline tracking.
- Lead Creation: Marketing and outbound activity turn into qualified meetings through pro-active calls, timely follow-up and smooth handovers.
- SLA Compliance Discipline: Tasks completed on time, in line with FCA Conduct Rules and Consumer Duty expectations.
Day to day tasks required to support Advisers and Sales Support team.
Knowledge, Skills Qualifications
- Essential Skills: Interpersonal and written skills, MC Office proficiency, attention to detail, prioritisation and problem solving.
- Beneficial Skills: CRM Knowledge (Salesforce), marketing automation tools.
- Essential Knowledge: Basic understanding of UK fund distribution and compliance.
- Beneficial Knowledge: Consumer Duty awareness, operational risk.
- Essential Experience: Entry-level administration, client support administration (FS preferred).
- Beneficial Experience: Prior asset management, sales support or lead generation experience.
- Essential Qualifications: A - Level or equivalent.
- Beneficial Qualifications: IOC or willingness to undertake, degree or equivalent experience.
Sales Support Associate in Bristol employer: Marlborough Group
Contact Detail:
Marlborough Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support Associate in Bristol
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. The more people you know, the better your chances of landing that Sales Support Associate role.
✨Tip Number 2
Prepare for interviews by practising common questions related to client support and sales enablement. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your experience with CRM systems and client onboarding. This will help you stand out and demonstrate your attention to detail and problem-solving abilities.
✨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 their job search!
We think you need these skills to ace Sales Support Associate in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Sales Support Associate role. Highlight your relevant skills, like client support and CRM data management, to show us you’re the perfect fit!
Show Off Your Interpersonal Skills: Since this role involves a lot of communication with advisers and clients, let your personality shine through! Use examples in your application that demonstrate your strong interpersonal and written skills.
Be Detail-Oriented: Attention to detail is key in this position. When you’re filling out your application, double-check for any typos or errors. We want to see that you can maintain accuracy, just like you would in the role!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Marlborough Group
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Sales Support Associate role. Familiarise yourself with the key responsibilities like client support, CRM data hygiene, and sales enablement. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Interpersonal Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your interpersonal skills. Think of examples from your past experiences where you've successfully resolved queries or supported clients. This will highlight your ability to create a frictionless client experience.
✨Be Ready with Examples
Prepare specific examples that showcase your attention to detail and problem-solving abilities. Whether it's a time you managed multiple tasks or improved a process, having these stories ready will help you stand out as a candidate who can handle the demands of the job.
✨Brush Up on CRM Knowledge
If you have experience with CRM systems, especially Salesforce, make sure to mention it during the interview. If not, do a bit of research on how CRM tools work and their importance in sales support. This shows your willingness to learn and adapt, which is crucial for the role.
