Sales Support Executive

3 days ago

Newport, Isle of Wight, United Kingdom Synergi Finance Full time £24,000 - £40,000 per year

Sales Support Executive

Remuneration

Salary:
£23,000 – £25,000 (depending on experience)

On-Target Earnings (OTE):
£35,000 – £40,000 per annum (inclusive of commission)

Commission:
Based on contribution to completed deals, End of Lease Title Fees, and lead generation performance (as detailed in the Commission Structure section below).

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Purpose of the Role

To support the Senior Business Development Manager (and wider Direct Finance Team) in progressing customer finance applications efficiently and professionally, while also generating new business opportunities through proactive customer contact and relationship building.

The role blends precision in deal management with a commercial mindset, contributing directly to business growth and client satisfaction.

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Core Responsibilities

Sales Support & Administration

  • Qualify new inbound enquiries and assist with preparing lender-ready finance applications.
  • Gather, review, and organise financial information including bank statements, management accounts, and supporting documents.
  • Liaise with customers to explain the process, documentation requirements, and next steps clearly and confidently.
  • Manage and update the quotation and opportunity pipeline, maintaining regular contact with customers to confirm whether applications remain active, need updates, or can be closed off.
  • Prepare and send credit assessments or lender feedback to customers where appropriate, helping them understand available finance options.
  • Track deals through to completion, ensuring all lender and solicitor conditions are met and drawdowns happen smoothly.
  • Maintain accurate CRM and deal tracking records for full visibility and compliance.
  • Support the Senior BDM in preparing proposals, presentation packs, and customer correspondence.

Customer Relationship Management

  • Build rapport with customers through regular follow-ups and service calls.
  • Provide updates on live deals, ensuring all stakeholders remain informed and confident in the process.
  • Assist with End of Lease arrangements, repeat business, and referral opportunities.
  • Gather testimonials and case study material for marketing use.

Sales Generation & Business Development (Approx. 25%+ of Role)

  • Conduct outbound calls to existing and previous customers to identify upcoming finance needs, End of Lease opportunities, or cross-sell potential.
  • Generate and qualify new opportunities for the Senior BDM (shared commission).
  • Support marketing initiatives such as email follow-ups, database reactivation campaigns, and client surveys.
  • Over time, progress toward managing simple transactions independently and developing your own customer portfolio.

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Key Performance Indicators (KPIs)

  • Minimum 25% of time dedicated to outbound calling and lead generation activity.
  • Number of new qualified leads passed to the Senior BDM.
  • Application-to-approval and approval-to-drawdown conversion rates.
  • Timeliness and accuracy of submissions and documentation.
  • Customer satisfaction and repeat business.
  • Effectiveness in maintaining an active and up-to-date opportunity pipeline.

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Skills & Qualities

  • Strong communication skills — able to build trust and convey information clearly to business customers.
  • High attention to detail and organisational accuracy.
  • Financially literate and confident interpreting accounts or lender feedback.
  • Proactive, self-motivated, and eager to learn.
  • Ability to handle multiple deals and deadlines simultaneously.
  • Team player who contributes positively to a collaborative environment.

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Progression Path

Opportunity to progress into a Senior Sales Support Executive or Business Development Manager (BDM) role within the Direct Division.

As experience and confidence grow, the SSE may take ownership of simple transactions from start to finish, earning full commission.

Long-term development toward managing complex finance cases such as property or acquisition finance.

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