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Sales Administrator

Company: Help-Link UK    Location: Leeds

Are you a confident communicator, have a passion for achieving high standards and fantastically organised?

Do you have the ability to work as part of a team but also use your own initiative? At an exciting time in our growth, we are looking for a highly dedicated and skilled individual to join our Sales Admin team.

Role Purpose

A key aspect of your role is to check new sales made ensuring finance details and deposit payments are correct, taking action where it is not, also ensuring that all information is accurate in order to proceed to installation and collect any monies owed.

This may mean amending, processing or completing finance agreements ensuring that the finance companies have all signatures / IDs required. You must make sure that all payments are in place before an install takes place.

You will be responsible for processing amendments to customers orders - by calculating the differences in parts and prices and subsequently contacting the customer with an FCA regulated script for them to verbally agree to any changes to their contract. This will include amending customers final balances and arranging refunds / taking payments where necessary.

An important part of the role is to process Verbal Pick-Ups with customers. This consists of calling customers to confirm their order, discuss the T&Cs, verbally sign the contract and either take a deposit payment, or set up a finance agreement. Using basic technical knowledge, you will ensure that these surveys are correct and all offers have been applied suitably for the customer and in conjunction with other compatible offers.

Through the availability of reporting available from a variety of systems, you will be able to identify areas of improvement to enable us to drive the business forward.

Key Responsibilities

  • Ensuring finance / deposit details are correct and processes are followed to secure payment prior to install
  • Processing pick-ups and verbal contracts
  • Processing any amendments to customer orders
  • Administering stationary requests from salespersons
  • Assisting salespersons with any queries regarding paperwork or finance

Qualifications and Experience

  • 1 year working in an administration -Desirable
  • Experience of the boiler installations - Desirable
  • Customer Service Background - Desirable
  • Maths and English GCSEs a grade C or above - Essential
  • Excellent spelling and grammar skills, written and verbal - Essential
  • Excellent organisational skills - Desirable
  • Basic IT and Microsoft skills - Essential
  • Excellent eye to detail - Essential

Hours of work: Working 37.5 hours per week, over 7 days but will have 2 days off

Based at Head office at Help-Link UK Limited, 3310 Thorpe Park, Colton, Leeds, LS15 8ZB

Job Types: Full-time, Permanent

Salary: £15,600.00 /year

Job Location:

  • Leeds, West Yorkshire

Required education:

  • Secondary education

Required experience:

  • Administration or customer service: 1 year