Sales

• Manage sales CRM (HubSpot) by entering and maintaining accurate client data, tracking leads, and generating reports
• Prepare sales presentations and other client-related documents
• Assign client leads coming from website to appropriate Sales team members and monitor follow-up
• Monitor progress of leads and Sales Team activity and correct data/dashboard when necessary
• Identify and build relationships with key decision makers and stakeholders
• Verify internal checks and collaborate with Compliance, AML, Credit Risks, Product, Finance, Legal, Delivery teams
• Ensure sales guidelines and standards are followed with all approvals in place
• Maintain repository with minutes and approvals
• Ensure contract signing process is realised with legal teams
• Prepare reports and presentations regarding sales pipeline and provide evidence to internal or external audits
• Manage post-sales activities: maintain client relationships, support and issue resolution, identify cross-selling opportunities

Sales Support Coordinator

Commercial Sales Manager

Sales Associate – Pół Etatu

Head of Sales

Sales Specialist

Sales Associate – pół etatu