
Sales and Finance Executive
4 days ago
**Job Description: Sales and Finance Executive**
**Position Overview**:
**Key Responsibilities**
1. **Sales Support**
- Prepare and manage sales quotations, proposals, and contracts for clients.
- Assist in sales presentations and meeting preparations, including compiling relevant data and materials.
- Support the sales team in tracking leads, updating sales pipelines, and maintaining CRM systems.
- Coordinate with clients to address queries and follow up on proposals and contracts.
2. **Pricing and Financial Analysis**
- Develop and implement pricing strategies in alignment with company goals and market trends.
- Analyse cost structures and profitability to optimise pricing models.
- Provide financial insights to support sales strategies and decision-making.
3. **Accountancy Software Management**
- Utilise accountancy software to manage financial records, invoicing, and reconciliations.
- Ensure timely and accurate data entry and reporting.
- Generate financial reports to assist with budgeting, forecasting, and performance analysis.
4. **Administrative Support**
- Organise and maintain accurate records for sales and financial transactions.
- Coordinate between sales, finance, and other departments to ensure smooth operations.
- Provide administrative support for team activities, such as preparing agendas, meeting minutes, and reports.
5. **Compliance and Reporting**
- Ensure all sales and financial activities comply with legal and regulatory requirements.
- Prepare regular reports on sales performance, financial metrics, and other key indicators for management review.
**Key Qualifications**
- **Education**:Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- **Experience**:Minimum of 2-4 years of experience in sales support, finance, or a related role.
- **Technical Skills**
- Proficiency in accountancy software (e.g., QuickBooks, Xero, SAP, or similar).
- Advanced proficiency in MS Office Suite, particularly Excel (e.g., pivot tables, financial modeling).
- Familiarity with CRM tools (e.g., Salesforce, HubSpot) is a plus.
- **Communication Skills**
- Strong written and verbal communication skills for preparing quotes, proposals, and presentations.
- Ability to liaise effectively with clients, vendors, and internal teams.
- **Analytical Skills**
- Exceptional numerical and analytical abilities for pricing and financial planning.
- Problem-solving skills with an attention to detail.
- **Organisational Skills**
- Ability to manage multiple priorities and deadlines efficiently.
- A proactive and self-motivated approach to work.
**Desired Attributes**
- High level of accuracy and attention to detail.
- Strong interpersonal and team collaboration skills.
- Ability to work under pressure and meet tight deadlines.
- A customer-focused mindset with a commitment to delivering exceptional service.
**Benefits**:
- Competitive salary and bonus structure.
- Professional development opportunities.
- Health and wellness benefits.
- Inclusive and supportive work environment.
This role offers a unique opportunity to contribute to both the financial and sales aspects of the business, making it ideal for individuals with a passion for numbers, client engagement, and organisational success.
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