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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 team focused on delivering exceptional partner experiences.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Why this job: Be the backbone of our sales team and help drive growth while learning from industry experts.
- Qualifications: Strong communication skills and attention to detail are essential.
- Other info: Perfect for entry-level candidates looking to kickstart their career in sales support.
The predicted salary is between 30000 - 42000 £ per year.
Overview
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.
Essential Skills Knowledge, Skills & Qualifications
- 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 Gen 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
Contact Detail:
Marlborough Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support Associate in Bristol
✨Tip Number 1
Get to know the company inside out! Research their values, recent projects, and team structure. This will help you tailor your conversations and show that you're genuinely interested in being part of their journey.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to sales support. Think about how you can demonstrate your attention to detail and problem-solving skills through real-life examples.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
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 to highlight how your skills match the Sales Support Associate role. We want to see how your experience aligns with our need for client support and sales enablement.
Show Off Your Interpersonal Skills: Since this role involves a lot of communication, don’t forget to showcase your interpersonal skills in your application. We love candidates who can demonstrate their ability to connect with clients and colleagues alike!
Be Detail-Oriented: Attention to detail is key for this position. When you’re filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is accurate and polished.
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’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Marlborough
✨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 maintenance, 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 communication with advisers and clients, be prepared to demonstrate your interpersonal skills. Think of examples from your past experiences where you've successfully resolved issues or improved client relationships. This will highlight your ability to provide a frictionless client experience.
✨Be Ready with Examples
Prepare specific examples that showcase your attention to detail and problem-solving abilities. For instance, think about a time when you had to manage multiple tasks or deadlines. This will illustrate your prioritisation skills and how you can handle the fast-paced environment of sales support.
✨Familiarise Yourself with CRM Tools
If you have experience with CRM systems like 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 maintaining accurate records. This shows that you're proactive and willing to learn, which is crucial for the role.
