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Finance and Sales Support Coordinator

2 months ago


Chertsey UK, Surrey, United Kingdom Ntrinsic Consulting Full time

Job Title: Finance & Sales Support Coordinator

Location: Chertsey, 3 days in office required

Duration: Rolling Contract (indefinite)

Start: September 2024


We are recruiting for a Global Electronics client looking for Administrative Support across their Finance and Sales Teams.


Finance Administration Responsibilities

  • Collect and verify account documentation for new direct and distributor customers
  • Process new account applications and facilitate account setup in Salesforce and outsource team
  • Maintain accurate and up-to-date customer master data
  • Help to optimize AR collections, manage the dunning process, and supervise the outsourced collection team
  • Participate in daily accounting activities, including reconciliations and resolution of invoice disputes with internal teams
  • Help administer bad debt filings, update month-end bad debt accruals
  • Assist in evaluating credit risks and establish credit limits
  • Build relationships with external insurers and brokers to secure credit limits for the UK customer portfolio


Sales Support Administration Responsibilities:

  • Help to ensure all customer account forms, contracts and NDAs are kept up to date and filed for use by the sales team
  • Assist in the administration of all completed forms and contracts, checking the accuracy of their contents and complete the process utilising company procedures
  • Source, file and keep updated all applicable documentation, company policies and certifications required for Tender submissions
  • Aid the Sales team in tender submissions, completing relevant forms and work with the team to ensure any submissions are acknowledged and approved
  • Assist in administration of Salesforce, preparing relevant reports for the sales team as appropriate
  • Prepare ad-hoc sales reports


Skills/Experience

  • Experience of company administration and/or Finance (e.g. book keeping / account management)
  • Understanding of credit control (AP, AR)
  • Excellent IT skills, Microsoft Office; Excel skills are essential
  • Good presentation skills
  • Strong communication and organizational skills and business sense
  • Good project management skills and ability to work well under pressure


For more information please send in your application and we’ll call you to discuss the role in detail.