Sales Support Coordinator

About Us

Mantle Services is a pensions ‘Software as a Service (SaaS)’ business with a difference. Our solutions range from Administration to Asset Liability Management, and much more.

Whilst conceived originally to develop solutions for employers in the 3173 Group, we have turned our focus to the external market and now number many blue-chip clients amongst our customers. We have designed our modern, contemporary solutions to deliver the outcomes schemes and advisers need now, without the baggage of legacy systems.

Our unique approach to the provision of services has resulted in rapid growth over the last few years. Joining us as our Sales Support Coordinator will give the opportunity to work in an exciting fintech business that will provide challenging and interesting work to allow our staff to build rewarding careers.

About You

We are seeking a highly skilled and experienced individual to join our dynamic team. As the Sales Support Coordinator, you will be responsible for providing administrative and operational support to the sales team, ensuring efficient coordination of sales and marketing activities, accurate documentation, and seamless communication between clients, sales, and internal teams. This role is critical for enabling the sales team to focus on client engagement and deal closure.

Responsibilities & Criteria

1. Administrative Support
   • Prepare and manage sales documentation, including proposals, contracts, and tender responses.
   • Ensure accurate record-keeping in CRM systems, tracking client interactions and sales pipeline activity.
   • Schedule meetings, demos, and presentations for the sales team with prospective and existing clients.
2. Coordination of Sales Activities
   • Collaborate with internal teams (e.g., marketing, product, and technical support) to ensure timely delivery of sales materials.
   • Assist in organising events, webinars, and client workshops in the pensions sector.
   • Monitor progress on procurement processes and maintain compliance with public sector tendering requirements (e.g., G-Cloud, LGPS procurement frameworks).
3. Market Research and Reporting
   • Conduct research on prospective clients, market trends, and competitor offerings in the pensions software industry.
   • Generate and distribute reports on sales performance, pipeline status, and key metrics to the sales leadership.
   • Stay updated on pensions-related legislative changes (e.g., McCloud Remedy, TCFD compliance) to support sales narratives.
4. Client Interaction Support
   • Respond to initial client inquiries and direct them to the appropriate sales personnel.
   • Assist in follow-ups with clients to ensure timely submission of documents or responses during sales cycles.
   • Support the onboarding process for new clients by coordinating internal resources.
5. Process Improvement
   • Identify and implement improvements in sales processes to enhance efficiency and accuracy.
   • Develop and maintain templates for proposals, presentations, and other sales collateral.

Requirements

• Strong organisational skills with the ability to multitask and prioritise tasks in a fast-paced environment.
• Proficiency in CRM tools and Microsoft Office Suite (Word, Excel, PowerPoint).
• Excellent written and verbal communication skills.
• Keen attention to detail for handling contracts, proposals, and documentation.

Desirable

• Familiarity with pensions administration or public sector procurement processes.
• Basic knowledge of the UK pensions landscape, including LGPS.
• Experience in coordinating responses to tenders or requests for proposals (RFPs).

Qualifications

• Bachelor’s degree in business administration, marketing, or a related field (preferred but not essential).
• Experience in a sales support or administrative role, ideally within software, pensions, or public sector industries.

Work Environment

Primarily office-based or remote with occasional travel for team meetings or events. Collaboration with cross-functional teams, requiring strong communication and coordination skills.

Location

Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required. All roles are subject to a six-month probationary period and all prospective employees are required to complete an Access NI check. As part of the pre-hire process the successful candidate will be subject to reference checking security vetting. 3173 is an Equal Opportunity Employer.

Applying with a disability or long-term health condition? As part of our belief that we benefit from the differences among us we are committed to increasing the representation of disabled colleagues and want to remove any barriers or challenges that get in the way of candidates with a disability or long-term health condition from applying to work with us. If there is support or an adjustment that we can provide to enable you to be at your best during the recruitment and selection process, we encourage you to advise us in good time so that we may make suitable arrangements. We understand that being open with us may feel uncomfortable so please only share with us the information that you are comfortable to share, and rest assured that we will use this only to provide you with the right support. Any information you give us will be treated completely confidentially. To discuss this further please call 028 9041 2000 and ask to speak to a member of the HR team.