JOB DESCRIPTION
Organisational Background Information Position title Asset Finance Sales Support
Business Unit Commercial Partnerships
Region UK
Overall Role Purpose The Asset Finance Sales Support role involves providing administrative and operational support to the sales team, ensuring smooth processing of finance applications and customer documentation. Responsibilities include preparing quotes, liaising with clients and lenders, tracking deal progress, maintaining accurate records, and assisting with proposal submissions. The role plays a key part in enabling the efficient transaction pipeline and delivering excellent customer service.
Reports to Regional Department Manager – Commercial Partnerships
Staff Management None
Role Responsibilities Key activities Typical measures
Financial Performance and Growth
• Assist in monitoring and reporting on asset finance pipeline performance, including values and conversion rates
• Track and analyse key financial metrics to support sales forecasting and performance reviews.
• Ensure accuracy of financial data input in CRM and reporting systems for timely and reliable reporting.
• Collaborate with the sales team to identify trends, gaps, and opportunities to improve financial outcomes.
Team Revenue Target
KPI’s
Customer & Stakeholders
• Keep all stakeholders informed on the progress of applications and funding decisions
• Act as a key point of contact for customers throughout the asset finance process.
• Build and maintain strong working relationships with customers, suppliers, and funding partners.
Customer satisfaction target (NPS score)
Process
• Maintain and update the asset finance pipeline to ensure all information is accurate and current.
• Ensure consistency between pipeline values and data recorded in the CRM system.
• Log all correspondence and interactions within CRM in a timely and organized manner.
• Deliver outstanding customer service to the community businesses we support.
• Structuring Asset Finance agreements appropriately
Application-to- offer processing target
JOB DESCRIPTION • Interpret financial accounts and customer credit profiles to support
accurate and appropriate quoting. • Understand funder criteria and match proposals with suitable finance
providers and equipment types. • Communicate effectively with customers and suppliers via phone and
email to gather all necessary documentation and information. • Submit finance proposals through funder portals, ensuring accuracy
and completeness. • Act as a key liaison between suppliers, customers, and funders,
managing relationships and keeping stakeholders informed throughout the project lifecycle.
People Management
Incumbent has no direct reports. Nevertheless he/she must be able to demonstrate ability to influence decisions/actions through provision of value-added inputs into the organisation’s business processes.
Informal influence to enable improvement and change within the organisation.
Experience/capabili ties
• Strong background in customer service. • Experience with the invoicing process. • Excellent organisational and communication skills. • Proven experience in managing pipelines. • Familiarity with systems/CRMs. • Must have experience in asset finance or related industries. • Detail-oriented to ensure all information is accurate and current
- Organisational Background Information
- Role Responsibilities