Sales Administrator with Client Visits — Derby
Overview
Position: Sales Administrator with Client Visits
Location: Derby or specify Remote / Hybrid options]
Contract: Fixed term – 6 months
Hours: Full‑time (typical 37.5 hours) or part‑time by arrangement
Salary: Competitive; ange £24,000–£32,000 pa depending on experience and location
Role summary
A growin Derby based company seeks a proactive Sales Administrator to support our commercial team and deliver an exceptional client experience. This role combines high‑quality sales administration with regular client visits to support onboarding, relationship management, and service delivery. The successful candidate will be organised, customer‑focused, and comfortable representing the business on site at client premises.
Key Responsibilities
- Sales administration: manage CRM records, prepare quotes and proposals, issue invoices, and track payments.
- Client liaison: act as a primary contact for assigned clients, respond to enquiries, and coordinate service delivery.
- Client visits: conduct scheduled on‑site visits for onboarding, training handovers, service reviews, and relationship building.
- Order processing: raise and manage sales orders, coordinate with operations and delivery teams, and ensure timely fulfilment.
- Reporting: produce weekly and monthly sales and pipeline reports, maintain dashboards, and highlight risks or opportunities.
- Contract and documentation: maintain accurate client files, manage contract renewals, and ensure compliance with agreed terms.
- Event and meeting support: organise client meetings, prepare materials, and follow up on actions.
- Continuous improvement: identify process improvements to streamline sales administration and enhance client experience.
Essential Requirements
- Proven experience in sales administration, account management, or customer service.
- Excellent communication skills both written and verbal, with professional client‑facing manner.
- Strong organisational ability and attention to detail, able to manage multiple priorities.
- Proficiency with CRM systems (e.g., HubSpot, Salesforce, Zoho) and Microsoft 365 (Outlook, Excel, Word).
- Full UK driving licence and willingness to travel regularly to client sites, own car essential.
- Right to work in the UK and ability to pass standard pre‑employment checks.
Desirable Skills and Experience
- Experience working in HR services, professional services, or B2B environments.
- Basic understanding of HR products and services such as training, investigations, or recruitment.
- Familiarity with invoicing and basic bookkeeping processes.
- Experience using online booking or scheduling tools.
- Customer success or account management background.
Benefits and Terms
- Competitive salary and pension contributions.
- Flexible working and hybrid options where appropriate.
- Paid holiday in line with statutory entitlements plus company days.
- Professional development budget and training opportunities.
- Supportive team culture and clear progression pathways.
- Mileage allowance or company vehicle policy for client visits.
Application Process and Timeline
- How to apply: Email your CV and a short cover note to recruitment@motionhr.co.uk with the subject line Sales Administrator Application — Derby. Include your notice period and salary expectations.
- Selection process: Telephone screening → face‑to‑face or virtual interview → practical task or role play for shortlisted candidates → offer subject to references and right‑to‑work checks.
- Timescales: Shortlisting within 7–10 working days; interviews scheduled shortly afterwards.