Sales Co-ordinator (Financial Services)

MCS Group is currently working alongside an industry leading financial services organisation, providing tailored insolvency solutions for individuals and businesses to recruit a Sales Co-ordinator for their Belfast City Centre based business.

This will be an office-based position Monday to Thursday 8:00am - 5:00pm and Friday 8:00am - 4:00pm. After a successful 3-month probation period the company operates on a 4 day working week model.

An established company with offices in the UK & Europe the organisations are debt strategists who act on behalf of clients, whether in a personal or corporate context with a view to negotiating debt with various lending institutions.

Their highly trained debt strategists work across a wide range of areas with specialisms in property-associated debt and help clients navigate out of corporate and personal debt by steering them in the right direction, with impartial and tailored advice.
The Sales Coordinator will play a crucial role in bridging the gap between the marketing and sales teams, ensuring that new enquiries are accurately stored in the CRM system and followed up efficiently using our pre-screening process. This individual will work closely with the Senior Financial Consultant to monitor trends and assist in the KPI reporting of the sales team.
Core Responsibilities:
CRM Management:

• Ensure all new enquiries from marketing campaigns are accurately entered into the CRM system.
• Maintain and update CRM records.
• Follow and uphold the pre-screening enquiry process.
• Monitor the CRM for new enquiries and assign them to appropriate sales representatives.

Sales Support:

• Follow up on new enquiries to ensure timely responses from the sales team.
• Coordinate with the sales team to ensure leads are nurtured and progressed through the sales funnel.
• Prepare regular reports on lead status and follow-up activities.

Liaison with Marketing:

• Work closely with the Head of Communications to understand lead generation campaigns and strategies.
• Provide feedback to the marketing team on the quality of leads and effectiveness of campaigns.
• Assist in the development of marketing materials and sales tools.

Trend Analysis and Reporting:

• Monitor sales trends and provide insights to the Senior Financial Consultant.
• Assist in the preparation of sales forecasts and performance reports.
• Identify areas for improvement in the sales process and suggest solutions.

Team Management Assistance:

• Support the Senior Financial Consultant in managing the sales team, including scheduling meetings and tracking performance.
• Assist in training new sales team members on CRM usage and sales processes.
• Report sales team KPIs to the Senior Financial Consultant and Head of Communications.

Essential Criteria:

• Proven experience in a sales support or coordination role.
• Proficiency with CRM systems.
• Strong organisational and multitasking skills.
• Ability to analyse data and generate actionable insights.
• Detail-oriented with a focus on accuracy and efficiency.
• Ability to work collaboratively in a fast-paced environment.
• Excellent written and verbal communication skills.
• Creative thinking and problem-solving abilities, with a focus on delivering innovative solutions.
• Strong project management skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• A proactive, results-oriented mindset with a passion for driving business growth.

What They Offer

• Competitive base salary of £32,500per annum.
• Opportunities for on-target earning (OTE) of £45,000to maximize earnings based on performance.
• Benefits package, including healthcare, team trips away.
• A four-day week subject to probationary period.
• Opportunities for professional development and growth within the company.

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Ryan McMahon, Specialist Consultant on 02896 935 528.