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About the Role
As the first Sales Support Manager, you will shape and lead a new function within Triple Point’s Distribution team. This role involves putting clear, effective processes and frameworks in place to support a sales team of over 35 people, ensuring the quality of the Distribution team’s data and managing the link between Distribution and Digital/Tech. The position combines leadership with hands-on involvement, requiring you to ensure team responsibilities are met, handle daily requests, and anticipate future needs to guide the development of Sales Support.
Responsibilities
- Manage team members through regular one-to-ones and coaching meetings.
- Take ownership of the accuracy and upkeep of the CRM and sales intelligence systems.
- Proactively maintain and update records from the Strategic Partnerships and Sales teams.
- Monitor Distribution team’s adherence to data standards and policies.
- Identify data gaps and collaborate with stakeholders to create and deliver plans to address them.
- Shape CRM changes collaboratively with Digital and Tech teams and communicate them clearly.
- Manage day-to-day hard copy literature requests and requirements for financial advisers and events.
- Liaise with the Retail Sales team and couriers to ensure materials are delivered on time.
- Work closely with Sales leaders to identify better ways of working and improve efficiency.
- Design, document, and implement day-to-day processes and progress changes to systems and processes.
- Develop a process for outsourcing literature management and keep this information up to date.
- Support the Event Lead with planning and delivery, including coordinating pre-event briefs and tasks.
- Ensure supplier deadlines are met for events and webinars.
- Prepare briefing and follow-up notes for internal teams.
- Help manage event follow-up by providing accurate data in campaigns.
- Ensure materials and equipment are returned after each event.
- Train and onboard new Sales and Client Services team members on relevant processes and systems.
- Ensure new starters follow a thorough training plan and provide ongoing support.
- Build strong working relationships across all distribution teams.
- Champion shared priorities and bring people, relationships, and processes together.
- Identify data quality and process issues and develop and own a clear plan to address them.
- Agree and communicate priorities during periods of heightened business demand.
- Work with teams to make effective decisions when available resources cannot meet every need.
Requirements
- Proven experience in a similar role supporting a sales function, including leading or managing others.
- Proficiency in CRM systems such as Salesforce, including an understanding of plug-ins, system integrations, and data flow.
- Working knowledge of UK GDPR and related Data Protection practices.
- Experience working in an FCA-regulated business (desirable).
- Experience of working with financial advisers and paraplanners (desirable).
Skills
- Technically confident and proficient in using business systems.
- Familiarity with AI tools such as ChatGPT and Claude.
- Strong data literacy.
- Ability to handle large and varied datasets.
- Collaborative team player.
- Ability to work effectively with teams across Triple Point’s Distribution function.
- Willingness to pull together and help out during busier times.
- Discreet and professional when handling sensitive information.
- Ability to maintain high standards of confidentiality and conduct.
Location
- Hybrid
Work Type
- Hybrid
- Full-time
Experience Level
- Management
- Leadership
Salary/Compensations
- Competitive salary
Benefits
- Contributory pension
- Hybrid/flexible working
- Ongoing learning and development opportunities
About the Company
- Triple Point has been bringing investment ideas to life and connecting capital with the right people and opportunities since 2004.
- Manages over £2.5 billion for a broad range of investors across Private Credit, Social Housing, Clean Heat, Energy, and Venture strategies.
- Offers investments to both private (retail) and institutional clients.
- Has over 230 employees committed to improving the world.
- Is a certified B Corp, signed up to the Principles for Responsible Investment.
- Was 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, including both current and potential employees.
- Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
- The company aims to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
- Individuals from various backgrounds are actively encouraged to apply for job vacancies and become part of the team.