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About the Role
The Sales Support Associate provides hands-on operational and analytical support to a sales team of over 35 people, ensuring agreed processes and frameworks run effectively. This role combines accurate data management with a commercial understanding of how strong sales support contributes to meeting fundraising targets. As part of a new team, the Associate will identify practical ways to improve work processes.
Responsibilities
- Maintain accurate, complete, and up-to-date CRM and sales intelligence records.
- Process updates from Strategic Partnerships and Sales teams, checking for gaps or inconsistencies.
- Run routine data quality checks and reports, investigating and correcting issues.
- Perform data remediation using third-party cleansing and enrichment tools.
- Log system issues and user feedback, gathering information for CRM change requests.
- Process hard-copy literature requests for financial advisers and events.
- Coordinate with the Retail Sales team and couriers for literature requests.
- Follow documented daily processes and assist in documenting new ones.
- Provide practical coordination for events and webinars, including task tracking and supplier deadlines.
- Assist new Sales and Client Services team members with system and process training.
- Maintain effective working relationships with Sales, Client Services, and other Distribution teams.
- Organize assigned tasks in line with agreed priorities and communicate progress.
- Provide hands-on support across the team during busy periods.
Requirements
- Experience working with data in an administrative or operational setting, or using a CRM/database system for record maintenance and reporting.
- Keen eye for data and attention to detail.
- Technically confident and proficient in using business systems.
- Familiarity with AI tools such as ChatGPT and Claude.
- Strong data literacy with experience handling large and varied datasets.
- Collaborative team player with a willingness to help out during busier times.
- Discreet and professional when handling sensitive information, maintaining high standards of confidentiality and conduct.
Skills
- CRM administration
- Data quality checks
- Data remediation
- System issue logging
- Literature request processing
- Process documentation
- Event coordination
- Webinar support
- Training delivery
- Cross-team coordination
- Workload management
- Proficiency in CRM systems (e.g., Salesforce)
- Understanding of plug-ins, system integrations, and data flow
- Knowledge of UK GDPR and data protection requirements
- Experience working with Financial Advisers and Paraplanners
Location
- Hybrid/flexible working
Work Type
- Full-time
Experience Level
- Entry-level
- Mid-level
Salary/Compensations
- Competitive salary
Benefits
- Comprehensive benefits package
- Genuine opportunities for growth and progression
- Access to AI tools
- Contributory pension
- Ongoing learning and development opportunities
About the Company
- Triple Point has been bringing investment ideas to life and connecting capital with people and opportunities since 2004.
- Manages over £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy, and Venture investment strategies.
- Offers investments to both private (retail) and institutional clients.
- Has over 230 employees committed to improving the world.
- Certified B Corp, signed up to the Principles for Responsible Investment.
- Named a Sunday Times 'Best Places to Work 2025 & 2026'.
Equal Opportunity
- Triple Point is dedicated to providing fair and equal opportunities for all individuals.
- Discrimination based on age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated.
- Aims to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
- Actively encourages individuals from various backgrounds to apply.