Sales Support Adviser supporting sales and development team in SimplyBiz mortgages. Driving operational excellence and enhancing member experience through administrative support and service delivery.
Responsibilities
Support the SimplyBiz Mortgages Sales and Development Team, driving operational excellence, efficient administration, and high-quality service delivery.
Create, manage, and maintain member agreements, ensuring accuracy and compliance.
Administer the full agreement lifecycle, including renewals and amendments.
Act as a key contact for members and partners on administrative queries.
Support Senior Management with exclusive event coordination.
Analyze member feedback to identify service improvements.
Support onboarding to improve speed and quality.
Maintain accurate member, partner, and business information within the CRM.
Produce timely reports, dashboards, and insights for senior leadership.
Ensure CRM accuracy to support forecasting and decision-making.
Requirements
Experience using CRMs and managing the data
Experience in a sales support role
Highly organised
Comfortable working at pace
Strong administrative and organisational skills with excellent attention to detail.
Experience supporting sales, adviser, or partnership teams in a fast-paced environment.
Excellent written and verbal communication skills.
Strong CRM and data management capability.
Ability to manage multiple deadlines with accuracy.
Proactive, solutions-focused approach to improvement.
Experience in the mortgage or financial services sector (Desirable)
Understanding of compliance frameworks within regulated environments (Desirable)
Familiarity with adviser mortgage clubs or membership-based propositions (Desirable).
Benefits
Location: This is a hybrid role - your base will be our Huddersfield office.
Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Sales Associate providing a unique customer experience at Anthropologie. Engaging customers and supporting store sales through personalized service and product knowledge.
Ad Sales Planning Coordinator at DIRECTV supporting sales plan execution for various advertising products. Coordinating between sales and traffic departments for timely campaign management with a focus on linear and digital sales.
District Sales Manager for AstraZeneca leading specialty care sales and coaching teams. Driving innovative sales strategies to transform Respiratory & Immunology care for patients.
Senior Partner managing advertising sales for major suppliers at Walmart Connect. Driving revenue through strategic partnerships and bespoke retail media solutions while ensuring client success.
Customer facing staff responsible for winning business at GE HealthCare. Promoting valuable technology solutions and collaborating with sales and business planning teams.
Merchandising Advisor managing technology product strategies and sell - through activities at Dell Technologies. Driving portfolio P&L and collaborating with cross - functional teams for successful product launches.
Sales Performance Analyst role at Boeing supporting sales operations with data insights and process improvements. Analyze sales data and drive performance metrics across cross - functional teams.
Sales Manager for sustainable fashion brand driving growth in West Germany. Engaging with retailers and presenting collections focused on quality and sustainability to foster partnerships.
Salesforce Trainer conducting in - person or virtual training sessions for an association in Paris. Requires Salesforce certification and availability for 6 sessions.