Lucy Smith Independant Consulting

Job Title: Sales & Operations Administrator Upto £35,000pa + excellent benefits Overview We are looking for a highly organised Sales & Operations Administrator to support the commercial and operational workflow of the business. This role sits at the centre of our internal processes. Your primary responsibility will be ensuring instructed work moves smoothly from commercial agreement into project delivery. You will support the sales team with quoting and CRM administration, coordinate the internal handover to projects and operations, and ensure orders, documentation, and invoicing are processed accurately and efficiently. This role is ideal for someone who enjoys structure, detail, and keeping systems running smoothly within a fast-growing technology business. Key Responsibilities Sales Administration Support the sales team in preparing quotes, proposals, and commercial documentation. Maintain opportunities, products, and documentation within the CRM system. Ensure sales activity and commercial information are recorded accurately. Commercial Handover Coordinate the internal handover from sales to delivery. Ensure instructed work is properly documented before handover, including scope, pricing, and hardware requirements. Act as the coordination point between sales, operations, and finance to ensure work moves smoothly into delivery. Order Processing Process sales orders and purchase requests accurately and in a timely manner. Ensure hardware orders and supplier requests are placed where required. Support the creation and setup of projects within internal systems. Finance Coordination Work with the finance team to ensure invoicing is triggered correctly once work is instructed or delivered. Ensure relevant commercial documentation is available to support invoicing. CRM & Systems Discipline Maintain accurate customer, opportunity, and contract data within CRM and internal systems. Help ensure consistent use of CRM and PSA platforms across the business. Office Coordination Help ensure the office environment remains organised and running smoothly. Support basic office administration such as meeting coordination and office supplies. Skills & Experience Experienced in sales administration, commercial administration, or order processing. Strong organisational skills with high attention to detail. Comfortable working with CRM systems and business software. Strong communication skills and ability to work across teams. Ability to manage multiple tasks and maintain organisation in a fast-paced environment. Enjoys taking responsibility and driving projects to completion. Systems Experience (Preferred not essential) Experience with CRM platforms such as Zomentum, Salesforce, or HubSpot. Experience using Halo PSA or similar service management platforms. Strong Microsoft Office skills, particularly Excel and Outlook. Experience working within a growing technology or professional services SME, or similar fast-paced environment, would be advantageous.