It’s an exciting time to join this independent invoice finance provider, with ambitious growth plans for 2026 and beyond!
Supporting a dynamic and tenacious sales team, this Sales Coordinator role is integral to the ongoing success of client accounts. You’ll be at the heart of the day-to-day account management, handling administration, speaking with clients, keeping everything on track and compliant, and making sure no detail is missed.
What’s in it for you?
*Work hours: Monday to Friday 9:00am to 5:30pm
*Salary: £25,000 - £27,000
*20 days holiday plus bank holidays
*Birthday Leave
*Christmas Closure
*Holiday Buy Back scheme
*Funded training
*Volunteering days
*Early finish incentives
*Long service awards
Sales Coordinator Responsibilities:
*Maintain strong working relationships for clients, acting as a point of contact and developing a solid understanding of each client’s business and debtor profile
*Assist with onboarding new clients, preparing documents, setting up accounts on the portal, and liaising with clients to attain all necessary information
*Undertake in-depth regulatory checks, as advised by the Underwriter and collate all information for review
*Maintain a general overview of your accounts, spotting anomalies and flagging these to the Manager and sales team
*Gather and review financial and operational information from clients, including HMRC liabilities, management accounts, bank statements, and aged ledgers
*Allocate payments, ensuring all payments are paid, align with internal processes and procedures, and distribute customer receipts
*Effectively manage debtors, processing and allocating incoming payments, liaising with them to confirm outstanding balances and obtain payments, and issuing debtor statements
*Complete month-end reconciliations, reviewing bank statements, creditor, and debtor listings
*Ensure all activity is in line with agreed funding parameters and credit checks
*Maintain accurate client and debtor records, ensuring all activity is recorded and in line with regulations
*Work with the wider sales and management team, supporting with any administration or ad-hoc tasks
Sales Coordinator Skills and Experience:
*Previous administration experience and understands the importance of working within a regulated industry and being compliant
*Experience within invoice finance or banking would be advantageous, but not essential
*Excellent communication skills, confident handling telephone conversations and making outbound calls
*Commercially aware and enjoys working within a fast-paced sales environment
*Demonstrates an exceptional eye for detail, along with fantastic time management and organisation skills
*Proficient in Microsoft Office packages and can utilise a CRM system