CRM and Sales Admin Support in City of London

Job description

General purpose of role:

To provide administrative support to the London Area Sales Teams while also managing and maintaining the CRM system. The role will ensure smooth sales operations, accurate data management, and efficient coordination of sales activities.

Key Accountabilities:

• Perform CRM data maintenance, including migration cleanup, removal of duplicates, and ensuring company and contact information is accurate, and checking data for accuracy and consistency.
• Prepare and present a monthly leadership report covering new leads, opportunities, user activity, dashboards, orders, and conversion rates, highlighting adoption challenges and CRM enhancements.
• Conduct weekly system maintenance, monitor user compliance with CRM data rules
• Roll out mobile iPhone and iPad app across the group, developing a detailed launch plan in coordination with marketing.
• Update pitch documents working alongside sales, pre-construction managers
• Collaborate with Sales, Pre-Construction Managers, and Design teams to update pitch documents using PowerPoint and InDesign templates, including inserting images, text, and cost data from Excel; review drafts and make amendments as required.
• Assist London Sales and Design teams in collating tender documentation, including presentation materials where relevant.
• Type and distribute minutes from meetings, based on written notes or audio recordings.
• Manage incoming calls, diary management, and general office administrative tasks.
• Demonstrate strong skills in Microsoft Office (PowerPoint, Excel, Word) and InDesign to produce professional documents and presentations.
• Experience handling spreadsheets (Excel), entering, updating and maintaining accurate data.
• Maintain professional written communication, telephone manner, and appearance.
• Work efficiently in a fast-paced environment, demonstrating strong organisational and administrative capabilities.
• Strong attention to detail and organisation

Professional Skills & Experience:

• Demonstrate strong skills in Microsoft Office (PowerPoint, Excel, Word) and InDesign to produce professional documents and presentations.
• Experience handling spreadsheets (Excel), entering, updating and maintaining accurate data.
• Maintain professional written communication, telephone manner, and appearance.
• Work efficiently in a fast-paced environment, demonstrating strong organisational and administrative capabilities.
• Strong attention to detail and organisation

Personal attributes:

• Personable
• Confident
• Ability to prioritise tasks appropriately
• Organised
• Flexible
• Proactive manner
• Tenacious.
• Team Player

Salary

• Salary Range £26,000 - £30,000
• Good commission structure
• Annual Leave- 25 days per annum (increasing to 30 days with long service) plus bank holidays.
• Other leave- 3 charity days per annum and your birthday off.
• ‘Shaking the Trees’ Client Introduction Scheme (for employees not in BD/Sales positions).
• Private Health Care with Vitality.
• Group Income Protection - covers 75% of base salary and pension contributions.
• Group Life Assurance- four times basic salary.
• Employee Assistance Programme.
• Enhanced maternity & paternity.
• Electric Car scheme.

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Part-time jobs

Published at

21-11-2025

Profession type

Design / Fashion

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English