Sales Support Executive

Curve Group Holdings Ltd
£35000 - £55000/annum
07 Jul 2017
05 Aug 2017
Contract Type
Full Time


The core functions of the Sales Support Executive (SSE) embraces the following two areas:

1 Sales Funnel Management
2 Bid Content Management

In respect of Sales Funnel Management the SSE will be responsible for the update and management of the Company's CRM tool (Funnel), involving:

* Management and monitoring of Funnel quality ensuring opportunity compliance and plausibility in alignment with Global Sales Operations (GSO) practice and in strict adherence to the Global Sales Process (GSP)
* Creation and delivery of reporting, including segment, business unit and board level management
* Review of Funnel entries, challenging the plausibility and compliance interacting with sales teams as necessary to maximise KPI achievement
* Upkeep of the Funnel User Register - licenced and non-licenced users
* Provision of first level support for Funnel users

In relation to Bid Content Management, the SSE will work with the Sales Support Manager in respect of the management, creation, operation and ongoing enhancement of the content held in the Bid Resource Centre (BRC), primarily in relation to generic Company Information, in relation to the BRC User Register and will undertake the role of Bid Support in the production of bid content and, where required, submission of bid responses by Bid Management.


* To monitor and manage sales opportunity data within a CRM tool (Funnel), and establish regular communication with the UK and Ireland sales staff. Encourage regular use of the Funnel across the Banking and Retail segments and business units ensuring information and data is entered accurately, is plausible and compliant in order to maximise the day to day operation and compliance of the Funnel in the UK and Ireland
* To create and distribute Funnel management information/data, together with detailed analysis of variances and trends, ensuring accurate and timely production of data to meet required deadlines, including attendance at meetings, providing and presenting information/data as appropriate. Identify and recommend improvements in order to enable better quality opportunity management

* To support in the provision of training and updates to all users in the operation and use of the Funnel to ensure maximum benefit, compliance and excellence in respect of its use and the GSP. This includes ensuring all users are aware of their responsibilities along with supporting the development, preparation, documenting and delivery of training as required for existing and new employees, in line with GSO guidelines
* To be the UK and Ireland Area's Deputy Key User, supporting the nominated 'Sales Excellence Community Member (Key User and Steward), completing tasks as required from time to time in support of the implementation and ongoing use of the Funnel - and also providing cover for the Key User and Steward as and when required
* To support, coach and educate Funnel Users to enable them to accurately reflect and confidently manage their opportunities. To provide first level support and act as a point of contact, addressing and resolving questions, issues and concerns as and when required
* To support the management of the Funnel User Register of both licenced and non-licenced users, and the BRC User Register to ensure that accessibility is in line with company requirements
* To support the operation, development and maintenance of the BRC, including the creation and management of Frequently Asked Questions (FAQs) and standard response content, in order to generate and maintain a repository of approved 'boiler plate' company collateral for use in sales proposals. This includes maintaining access, records and filing systems on a local and central basis to enable easy retrieval of information as required

* Encourage BRC Users to maximise the benefits of the resource, communicating updates on the repository, announcing new and updated bid content, promoting the repository as a key source of material for proposal collateral. Regularly report on progress, usage and developments

* To provide consistent, high quality, written documentation in support of the company's responses to bids/tender requests in the area of generic Company Information. This will involve proactively developing relationships with colleagues to maximise personal knowledge of the company's capabilities and processes such that they can be reflected positively in bid content collateral and responses
* To support the production and/or submission of documented customer facing bid responses, as requested by Bid Management
* To support the management of the Bid Proposal Template, maintaining and updating as required the format and necessary tools to ensure the template functions with correct timing, corporate brand guidelines and formatting styles as may be reviewed and amended from time to time