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Role: Business Management Executive (BME)
Reporting To: Head of Operations
Job Purpose:
* An office-based role providing full support to and working alongside colleagues in Sales roles and your own team members.
* To be fully accountable for the efficient and effective management of all tasks involved in processing and progressing finance agreements.
* Working with your colleagues to obtain and accurately record on our management information system (CRM) all necessary information.
Key Responsibilities:
* Provide all the support required to structure and conclude finance agreements, including obtaining all relevant information and communicating with clients, partners and banks where necessary.
* Accepting new opportunities/leads from the sales team and supporting customers throughout the process including:
* Adding new company and contact information and updating existing company and contact information on our CRM.
* Raising, editing and abandoning quotations.
* Accurately record data associated with the agreement.
* Approach relevant banks to secure funding/credit for the customer.
* Generate and check all relevant finance documentation.
* Request and check invoices from suppliers needed for an agreement, including managing payment terms where required.
* Ensure that the highest standards of quality, control and compliance with the requirements of relevant regulatory bodies are met throughout the process including completing relevant basic checks on each agreement.
* Submit completed paperwork to the bank and liaise with them to conclude each agreement.
* Keeping a visual record showing the progress of all agreements in our central area.
* To provide colleagues, your manager and management with updates and reporting information as and when required and on a timely basis.
* To undertake ad hoc admin duties as and when necessary.
Skill Requirements Essential/Desirable:
* Minimum 2/3 years B2B sales support experience.
* To have some experience working with a CRM.
* Ability to work efficiently in a highly pressured environment.
* To be very organised and methodical in approach with excellent attention to detail.
* To take pride in complete ownership of your work.
* To have a basic appreciation of company financial statements.
* To be proficient and confident working with numbers.
* To be able to communicate effectively verbally and in writing.
* To be able to work well in a team.
Seniority level
Entry level
Employment type
Full-time
Job function
Business Development and Sales
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