Sales Support Associate

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies:
Private Credit,Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Places to Work 2025 & 2026'.

If this sounds like an environment where you would flourish, then read on…

The Function & Team

Sales Support is a newly created team within Triple Point’s Distribution function, offering the chance to join at the outset and help shape the function. Working alongside Retail Sales, it supports the day-to-day needs of financial advisers and their clients. The team coordinates the processes that support sales execution and ongoing client relationship management, helping to create a joined-up service and better outcomes for our customers.

Purpose of the role

Reporting to the Sales Support Manager, the Sales Support Associate provides hands‑on operational and analytical support to a sales team of more than 35 people, helping agreed processes and frameworks run effectively. It combines accurate data management with a commercial understanding of how strong sales support can help the team meet its fundraising targets. The Associate handles day-to-day requests and tasks and, as part of a new team, will look for practical ways to improve how the work is done.

Role and Responsibilities

• CRM and data administration: Maintain accurate, complete and up-to-date CRM and sales intelligence records using agreed processes. Process updates from the Strategic Partnerships and Sales teams, check information for gaps or inconsistencies, and follow up or escape where clarification is needed.
• Data quality support: Run routine data quality checks and reports, and help investigate and correct issues. Carry out data remediation, including using third‑party cleansing and enrichment tools, and review suggested changes before updating records. Flag recurring problems and provide examples to the Sales Support Manager to inform follow‑up with teams and to identify long‑term solutions to recurring operational challenges.
• Systems and change support: Log system issues and user feedback, gather the information needed to explain requests, and help communicate approved CRM changes to relevant teams. Work with Digital and Tech through the agreed process, escalating requests or impacts that need further discussion.
• Literature administration: Process hard‑copy literature requests for financial advisers and events. Coordinate with the Retail Sales team and couriers, track deliveries, and flag delays or stock issues.
• Process and documentation support: Follow documented daily processes, help document new ones as the function develops, and keep associated records and checklists current. Identify steps that are unclear or causing repeated problems, and share suggestions with the Sales Support Manager.
• Event and webinar support: Provide practical coordination for events and webinars, including tracking tasks and supplier deadlines, supporting the preparation of briefing documents and follow‑up notes, updating campaign data, and arranging the return of materials and equipment.
• Training and onboarding support: Help new Sales and Client Services team members learn relevant systems and processes by delivering training and practical guidance in line with the agreed…