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Finance & Sales Support Coordinator

2 months ago

Chertsey UK, Surrey, United Kingdom Ntrinsic Consulting Full time

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.


The role would be a 60:40 split of Finance and Sales, mostly focussed on the Finance side with experience of Credit Control processes (AP, AR) being an essential skill. The successful candidate will also know their way around MS Office, particularly Excel (V-Lookups, Pivot Tables etc will be tested at interview)


As this is a dual role, the client are looking for an individual with great communication skills across an international team, a keen eye for detail and a proactive approach to getting the work done.


The Sales Administration tasks will include CRM housekeeping (putting files on the system/ updating documents), assisting with the tender processes for new clients, filling out/ extracting/ analysing data from forms, NDAs, sending Welcome Emails to new clients and uploading contracts etc.


Our client are looking for someone who can join by September at the latest.


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


Key Responsibilities:


FINANCE ADMINISTRATION

  • Collect and verify account documentation for new direct and distributor customers
  • Process new account applications and facilitate account setup in Salesforce and outsourced collections team.
  • MAINTAIN ACCURATE AND UP-TO-DATE CUSTOMER MASTER DATA
  • Work with Finance Accountant 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 in alignment with the credit policy
  • Build relationships with external insurers and brokers to secure credit limits for the UK customer portfolio


SALES SUPPORT ADIMINISTRATION

  • Work with Head of Commercial Operations and Legal team 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
  • Assist in administration of the CRM (Salesforce), preparing relevant reports for the sales team as appropriate
  • Prepare ad-hoc sales reports as instructed