Potentiam Ltd

Management Accountant

Posted: 6 hours ago

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Job Description

Purpose of Role This role provides essential administrative and operational support to the UK Core Business Sales Team. Working closely with Sales Directors, Account Managers and internal UK departments, you will help: Accelerate presales preparation, quoting and documentation Smoothly progress post sales order handling and workflow Reduce admin bottlenecks for Sales so they can focus on generating new business Maintain service consistency across time zones This role does not involve selling - it is the backbone of sales productivity. Duties & Responsibilities Support the UK sales team across the full customer journey, from first enquiry to onboarding and renewals. Build quote portals and assist with proposals, quotes, and sales documents. Support deal registrations via vendor portals (Apple, Lenovo, Microsoft, etc.). Join discovery/onboarding calls and log actions. Qualify inbound leads and keep CRM data clean and accurate. Manage shared sales in boxes and pipeline updates .Post-sale, you will: Process orders and coordinate with UK teams (Procurement, Deployment, Customer Care). Prepare onboarding documentation and trackers. Chase outstanding customer info to keep orders moving. Support Account Managers with renewals, contracts, and light upsell requests. Plus, general admin support; customer emails, workflow tracking, shared documentation, vendor portals, and GDPR-compliant data handling. Skills & Abilities Highly organised and detail oriented with strong multitasking ability. Strong written communication for emails, documentation, and CRM notes. Proficiency in Microsoft Office (Word, Excel essential). Comfortable learning CRM systems (experience with Zoho is advantageous). Professional, calm, and customerfocused. Selfmotivated with strong timemanagement skills. Processdriven, reliable, and comfortable with repetitive admin tasks. Proactive in spotting delays, gaps or missing information and acting to resolve them. Works well within a small, friendly, fast-moving team.

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