Finance Sales Coordinator

1 month ago

Chertsey, United Kingdom March Personnel Full time
Position: Finance Sales Coordinator
Location: Chertsey
Salary: Competitive day rate + bonus scheme
Duration: Ongoing
Hours: Monday-Friday, 9am-5:30pm
Overview of a Finance Sales Coordinator
This role supports Finance and Sales in growing Air Conditioning for Climate Solutions. Reporting to the UK Finance Accountant, it includes customer account administration, credit management, sales force administration, tender submissions, and general sales support, aiming to make the client a market leader in the UK & Ireland.
Responsibilities of a Finance Sales Coordinator
• Collect, verify, and maintain accurate customer account documentation, process new account applications, and manage customer master data in Salesforce.
• Collaborate with the Finance Accountant to optimize accounts receivable (AR) collections, manage the dunning process, supervise the outsourced collection team, and handle bad debt filings.
• Participate in daily accounting activities, including reconciliations and invoice dispute resolution, and assist in evaluating credit risks and establishing credit limits per company policy.
• Maintain relationships with external insurers and brokers to secure credit limits, and ensure all customer account forms, contracts, and NDAs are up to date and properly filed.
• Support the Sales team in tender submissions and administration of Sales Force, preparing relevant and ad-hoc sales reports as directed.
Key competencies of a Finance Sales Coordinator
• Experience in company administration and finance, including bookkeeping and account management.
• Knowledge of credit control (Accounts Payable and Accounts Receivable).
• Proficient in IT skills, especially Microsoft Office and Excel.
• Strong communication, organizational, and presentation skills, with a solid business sense.
• Good project management skills, ability to work well under pressure, and professional demeanor.
Benefits:
• Hybrid role (3 days office, 2 days remote)
• Generous holiday entitlement, plus additional birthday leave and bank holidays.
• Staff sales discount, Reward Plus shopping discount, and volunteering days.
• Government pension auto-enrolment and pension contribution from 12 weeks.
• Subsidized staff restaurant, onsite parking, and free shuttle bus service (from Weybridge & Woking Station)
Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.
March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment's Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.
Consultant - Charlie Shepherd

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