Marlborough
Sales Support Associate
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Role Purpose
Enable the Intermediaries / Wholesale sales team to deliver growth by removing administration friction, improving speed and elevating partner experience. Own the pre-and-post meeting operational flow so the Sales team can spend more time selling and partners receive fast and accurate answers. You will report to the Commercial Director and work alongside primary stakeholders, including Business Development Managers, Marketing and Partner Success.
Key Responsibilities
- Client Support and Onboarding: Act as first-line support for advisers/wholesale clients, coordinate onboarding documentation and ensure compliance.
- Sales Enablement: Build meeting packs, prepare presentation/proposals, manage agendas and follow ups.
- CRM & Data Hygiene: Maintain accurate CRM records, update opportunities and produce weekly pipeline reports.
- Lead Handling & Campaign Support: Follow up on marketing-generated leads, qualify and hand off to Business Development Managers.
- Event & Webinar: Assist in planning and delivering webinars, fund manager events and conferences.
- Reporting & Insights: Maintain SLA dashboards, activity logs and highlight process improvements.
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Core Outcomes
- Frictionless Client Experience: First-line query resolution and onboarding handled within agreed SLAs.
- Sales Capacity Unlocked: Business Development Managers spend more time with partners because meeting packs, proposals and follow-ups are prepared accurately and on time.
- Data you can trust: Complete current CRM records and transparent pipeline tracking.
- Lead Creation: Marketing and outbound activity turn into qualified meeting through pro-active calls, timely follow-up and smooth handovers.
- SLA & Compliance Discipline: Tasks completed on time, in line with FCA Conduct Rules and Consumer Duty expectations.
- Day-to-day tasks required to support Advisers and Sales Support team.
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Essential Skills
- Knowledge, Skills & Qualifications
- Interpersonal and written skills.
- MS Office proficiency.
- Attention to detail.
- Prioritisation and problem solving.
Beneficial Skills
- CRM Knowledge (Salesforce).
- Marketing automation tools.
Essential Knowledge
- Basic understanding of UK fund distribution and compliance.
Beneficial Knowledge
- Consumer Duty awareness.
- Operational Risk.
Essential Experience
- Entry-level administration.
- Client Support Administration (FS preferred).
Beneficial Experience
- Prior asset management.
- Sales Support or Lead Gen experience.
Essential Qualifications
- A - Level or equivalent.
Beneficial Qualifications
- IOC or willingness to undertake.
- Degree or equivalent experience.
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