Sales and Finance Coordinator

Job Description

Are you a Sales and Finance Co-ordinator who is looking for a new challenging role Do you enjoy working within a team environment and looking to work as part of an innovative, collaborative culture Then we want you!We are looking for a Sales and Finance Co-ordinator to administer the income generation processes. You’ll administer the management of the sales order cycle up to sales invoicing, administering income queries and credit notes.We are looking for a motivated, resourceful and self-motivated communicator with exceptional attention to detail to join our finance team to add value and grow with our business. This is a great opportunity for someone who already has some sales and finance administration experience looking to develop further. If you have already achieved your AAT then great, if not, this is something we could look to support, in addition you will receive coaching and mentoring on the job.Working as part of our finance team you will work within an all-rounded sales and finance role, including providing credit control on a number of allocated accounts. As a Sales and Finance Co-ordinator you will assist in managing the sales order cycle, this will include actioning all internal log requests, creating quotations, sales orders and invoices and ensuring the quotes and order cycle runs are within the service levels.Your role as a Sales and Finance Co-ordinator will include a number of other responsibilities such as:- Sales invoicing- Administrating Credit notes and sales queries- Preparation of reports- Maintaining Client administration- Credit Control- General duties such as dealing with post and ad hoc tasksWhat we’re looking for in our Sales and Finance Co-ordinator:- AAT qualification is beneficial but not essential, this is something we would look to support someone with if not already achieved.- Strong organisational and ability to detail.- Evidence of working on own initiative.- Proven experience working within a relevant role, ideally within a £20M+ organisation.- Commercial experience delivering a high volume of sales invoices.- Customer centric and service oriented, strong communicator.What we’ll offer you as our Sales and Finance Co-ordinator:- Top employer for 4th year running- Flexible hours - core hours 10am to 4pm- Flexible working - home working options- On-site free parking- Open plan modern offices- Shuttle bus to and from the station- Excellent training and development platform- Opportunities for career progression- Subsidised restaurant- 25 days holiday to start - rising- Dress down policy- Life and health assurance- Pension scheme- Community projects - CDL100 - 100 days throughout the year dedicated to community projects- Games room and chill out zone- Social activities, including summer BBQ and Christmas Parties. We have a team dedicated to running internal social activities such as comedy nights, canoeing, break out rooms and much more….- Car valeting, Barber, Yoga classes, Boot camp and Massage services all on site- Cycle to work scheme- Shower and dry rooms on-siteAbout CDL:CDL is one of the UK’s leading insurance software houses, employing over 600 people at its campus in Stockport. It has a consistent track record in the high volume retail insurance sector, with clients including Ageas Retail, Swinton Insurance, Tesco Bank, iGO4 and John Lewis, to name a few. CDL has spearheaded developments in the aggregator, web and telematics space, including connected home, enrichment and self-service solutions. As a result, the company’s robust and innovative technologies have enabled its customers to thrive in the highly competitive UK insurance marketplace.If you would like to be part of driving a culture of excellence in everything we do, click ‘apply’ today to become ourSales and Finance Co-ordinator!