Key Responsibilities

• Update and maintain all daily, weekly and monthly sales reports, ensuring figures are accurate and submitted on time.
• Manage the sales pipeline within the CRM, ensuring every opportunity has the correct stage, value, expected close date, owner, notes and next action.
• Review the pipeline regularly and follow up with sales staff where information, documents or customer actions are outstanding.
• Ensure all completed sales are correctly handed over, submitted to suppliers and progressed through to confirmed go-live.
• Track go-live dates, contract start dates, supplier confirmations and any delays, escalating issues where necessary.
• Maintain a complete audit trail for each sale, including contracts, letters of authority, customer correspondence and supplier documentation.
• Produce clear reports showing pipeline performance, completed sales, pending go-lives, cancellations, invoicing and outstanding payments.
• Issue customer invoices accurately and promptly in line with agreed terms and supporting documentation.
• Maintain the sales ledger and record invoice dates, due dates, payments received, balances and agreed payment plans.
• Chase outstanding and overdue invoices professionally by email and telephone, keeping accurate notes of all contact and promised payment dates.
• Escalate aged debt, disputed invoices or repeated non-payment to management promptly.
• Reconcile sales, go-live and invoicing information so that no completed sale or payment is missed.
• Maintain well-organised electronic files, databases and company records.
• Prepare customer and management correspondence, reports, spreadsheets and other business documents.
• Support the operations and management teams with general administration, meeting actions and other reasonable duties as required.

Required skills and experience

• Excellent organisational skills with the ability to manage multiple deadlines and competing priorities.
• High level of attention to detail with the ability to maintain accurate records and documentation.
• Confident using CRM systems, Microsoft Office, spreadsheets, email and other business software.
• Ability to analyse information, identify missing data and follow actions through to completion.
• Strong written and verbal communication skills with a professional and confident telephone manner.
• Confidence in chasing internal actions, suppliers and customer payments in a polite but persistent manner.
• Ability to handle confidential commercial and customer information responsibly.
• Strong problem-solving skills with the ability to identify issues and escalate where appropriate.
• Ability to work independently whilst supporting the wider operations team.
• Commercial awareness with an understanding of the importance of accurate reporting, invoicing and customer service.
• A proactive approach with a strong sense of ownership, accountability and professionalism.

Desirable

• Previous experience in sales administration, finance administration, credit control or contract processing.
• Experience using Go High Level or another CRM system.
• Experience within utilities, telecoms or business services.
• A business administration, finance or customer service qualification.

Our benefits

• 22 days holiday plus bank holidays.
• Christmas shutdown for on-target performance, not taken from holiday allocation.
• Free gym membership (terms apply).
• Private healthcare (terms apply).
• Flexible hours.
• Pension

About Green Platypus

At Green Platypus, we are redefining the way businesses manage their essential services. From procurement to contract management, we simplify complex processes and ensure our clients get the best solutions tailored to their needs.

We work with SMEs and corporate clients across multiple industries, helping them navigate challenges in utilities, telecoms, and other business-critical services. Our approach is built on transparency, expertise, and integrity, ensuring our customers receive genuine value while reducing costs and inefficiencies.

Beyond business, we are committed to making a positive impact. We actively support charities such as Northeast Autism Society, Sunderland Community Soup Kitchen, and Back on the Map, dedicating 10% of our annual profits to charitable causes.

At Green Platypus, we believe in innovation, collaboration, and growth—both for our clients and our team. If you’re looking to join a company that values its people, encourages professional development, and is making a real difference, we’d love to hear from you!

To apply

For more information or how to apply contact services@greenplatypus.co.uk