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Sales Administrator – Client Services & Support

McGregor Boyall · London

38,000 - 43,000 GBP/year 🇬🇧 English
Salesforce

Job description

About the role

This is a varied, fast‑paced position supporting a busy client‑facing team within a large, well‑established accountancy firm in the City of London. You will play a key part in delivering exceptional client service, coordinating sales administration and ensuring smooth day‑to‑day operations.

Key responsibilities

  • Provide sales and administrative support to a busy client‑facing team.
  • Manage client subscriptions, contract renewals and ongoing service administration.
  • Process invoices accurately and resolve queries with internal and external stakeholders.
  • Monitor outstanding payments and follow up with clients as required.
  • Arrange client meetings and maintain accurate contact lists.
  • Coordinate training administration, including preparing materials and supporting event logistics.
  • Handle incoming emails, enquiries and helpdesk requests.
  • Prepare professional documents and presentations.
  • Organise business travel, accommodation and detailed itineraries.
  • Maintain and update databases, spreadsheets, templates and office systems.
  • Support data‑management activities, ensuring GDPR compliance.
  • Assist with project coordination and team logistics.
  • Maintain accurate records within the CRM system and other business platforms.
  • Build positive relationships with clients and colleagues, delivering high‑standard customer service.

Required profile

  • Previous experience in sales support, client services or administration.
  • Strong customer‑service skills with a professional communication style.
  • Experience using Salesforce or another CRM system.
  • Advanced Microsoft Office skills, particularly Word, Excel and Outlook.
  • Excellent organisational ability and attention to detail.
  • Proactive, adaptable and collaborative approach.
  • Academic background including A‑Levels and GCSEs (or equivalent).

Required skills

  • Salesforce
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook

What we offer

  • Opportunity to join a respected, well‑established organisation.
  • Dynamic, supportive team environment.
  • Professional development and career progression.

Questions fréquentes

Le salaire proposé pour ce poste est de 38-43k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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McGregor Boyall

London