Sales Admin

Our Partner is an award-winning, independent, research company providing data and intelligence to the financial industry. Investment professionals use Our Partner’s online products to obtain key information for business-critical decision-making. Our Partner’s clients include fund managers, legal firms, institutional investors, financial advisors and placement agents.

You will be joining the world’s leading data and insights provider for the alternatives assets industry. We empower the finance community with comprehensive data and expert insights so they can make faster and smarter investment decisions with precision and confidence. We are a forward-thinking company and strive to make an impact by enabling our customers to envision future possibilities, invest in ideas and infrastructure that build strong communities.  

As a Sales Admin, you will serve as a point of contact supporting sales orders, sales opportunities, user provisioning and providing support for sales representatives. You will have the ability to make an immediate impact supporting the sales team by improving processes and increasing efficiency.

Roles and Responsibilities

• Work with the accounts team to process orders/ invoices.
• Assist with processing auto - renewals.
• Manage users set-up and data provisioning for both new business and renewals, assist with coordinating the onboarding process.
• Supporting the sales process via setting trials, processing all user management requests.
• Creating and maintaining sales records including spreadsheets, sales orders and databases.
• Work with sales to update prospects and clients to correct Our Partner classification.
• Checking and updating data accuracy with Salesforce.
• Being a point of contact for the sales department.

 Key Requirements For This Role

• 3+ years of proven work experience as a Sales administrator or Sales support agent.
• Highly proficient in MS Office Suite and CRM systems.
• Experience with Salesforce is preferred.
• Certification in Marketing, Sales or relevant field is a plus.
• Excellent organizational, multitasking skills with the ability to prioritize and respond quickly.
• Excellent interpersonal, verbal, and written communication.
• A team player with high level of dedication.

Our culture and values are

Be Customer obsessed : We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success.  

Act with integrity : We build trust through honesty and transparency. We’re committed to doing the right thing for our customers, our company, and each other.  

Own your success  : We’re a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields 

Think forward  : We lead the industry through innovation. We foster collaboration and creativity to solve our clients’ next challenge and give them a competitive advantage.   

Make an impact  : We drive positive change as individuals, and as a company. We’re passionate about creating a better tomorrow for our industry and our communities. 

Joining Our Partner will give you a fantastic opportunity to work in the most innovative space in an already innovative fast-growing company, rapidly adding achievements to your portfolio and playing a pivotal role in the disruption of private investment markets.