Sales And Operations Administrator

Sales and Operations Administrator

Location:

Milton Keynes

Job Description:

Our client is seeking a Sales and Operations Administrator to join their team on a permanent basis. The Sales and Operations Administrator will have excellent attention to detail, strong experience in managing data and liaising with internal teams and clients.

• Processing new client proposals and gathering the right information.
• Submitting applications through lender portals and tracking their progress.
• Maintaining the CRM (Pipedrive) to ensure every lead, deal, and update is logged correctly.
• Making sure all paid‑out cases remain compliant and all required documents are in place.
• Being first to respond to the shared sales inbox, forwarding enquiries to the right account manager.
• Liaising with lenders and internal team members to keep deals moving efficiently.
• Assisting with basic reporting and keeping the management team up to date on deal progress.

• Excellent attention to detail and strong organisational skills.
• A confident communicator written and verbal.
• Comfortable working in a fast‑paced, deal‑driven environment.
• CRM experience (Pipedrive, Hub Spot, or similar) is a plus.
• Background in admin support.
• Proficient with Microsoft Office.