Sales Support Executive

Job description

Job Title: Sales Support Executive

Location: Windsor, 5 days a week in new modern office ( Parking paid for by company)

Salary - £27K - £30K

My client is a profitable scaling lender based in heart of Windsor. After 7 years of trading they have a fantastic brand reputation for quick, streamlined and flexible lending for SME businesses across the UK looking to scale.

After a large investment round & the lending book scaling 2X in 2025, they are now focusing on continued growth creating an exciting high energy environment to work in – Offering great learning & development opportunities and a fun but productive working environment

Brokers are largest introducer channel of deals for my client so this role is important to build ongoing relationships, ensure brokers are updated on current cases & ensure all documentation for deals are shared by brokers so we can get lending offers out to customers asap.

You will also work with brokers to advice them on any new processes, products and ways of working to ensure streamlined & successful relationship.

This is a brilliant role to learn from the Broker team and if you are performing well then it can lead to a Broker BD role where you will be owning your own broker relationships and deal cycles.

Role and Responsibilities:

• Build, maintain, and strengthen relationships with existing and potential brokers
• Provide regular updates via phone and written communication to brokers who have deals in flight
• Identify and understand broker needs, concerns, and objectives.
• Support the Broker Management team in onboarding brokers with the highest level of professionalism by utilising branded email templates and the broker portal
• Gather feedback from brokers on the referral process, products, and any other relevant issues
• Channel feedback to the appropriate internal teams to drive product and service improvements
• Track, measure, and report on broker performance (including deals submitted and funded deals), engagement levels and referral quality.
• Ensure the customer service team are kept fully updated on the processes involved in handling broker cases.
• Maintain up-to-date and accurate data within the CRM, assist in sales forecasting, and produce regular reports on broker performance and conversion rates.
• Provide training to brokers about products, offerings, processes, and advantages via Zoom, Teams or face-to-face meetings on our criteria
• Drive the acquisition of new brokers by delivering onboarding plan that sets clear priorities and develops tailored engagement strategies

We are looking for:

• 1 – 2 years of experience in a sales support function or account administration, preferably within a sales environment in the financial services sector or brokerage
• Strong communication skills both written & verbal and keen to build relationships with brokers
• Problem solving skill set, proactive in answering queries and being a good representation of the brand
• Self motivated to work independently and get stuck into a variety of tasks which enable deals to progress

Extra information

Status

Open

Education Level

Secondary School

Location

Windsor

Type of Contract

Full-time jobs

Published at

19-04-2026

Profession type

Accountancy

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