Customer Success & Sales Support Executive

Customer Success & Sales Support Executive

Andy File Associates Limited are working as a recruitment agency on behalf of our client with regards this permanent vacancy.

Role Title: Customer Success & Sales Support Executive

Reports to: Internal Sales Team Leader (Alana Graham)

Salary: £25,000 - £31,000, 25 days hols plus stats

Hours: Monday – Friday. 7:30am – 4.30pm

Role Overview

Our client is looking for an enthusiastic, organised and proactive Customer Service & Sales Support Executive to become one of the first points of contact for their UK customers.

This is a varied role where you'll support customers throughout their journey, work closely with the sales team and help ensure projects move smoothly from enquiry through to quotation.

Rather than simply processing administration, you'll play an important part in creating an excellent customer experience and helping the sales team convert more opportunities.

As our client continues to invest in AI and automation, many of the technical quoting processes will be supported by intelligent systems, allowing you to focus on what matters most, delivering exceptional customer service and building strong customer relationships.

This role plays a key part in managing customer enquiries, coordinating sales activity, preparing quotations and proposals, maintaining CRM data, and supporting internal reporting.

The role requires excellent organisational skills, strong attention to detail, and the ability to manage multiple streams of communication across customers, suppliers, and internal teams.

Key Responsibilities

• Prepare quotations using AI Quote Builder & be able to check for mistakes and quote accuracy
• Feed AI Quote Builder with layout drawings using provided tools (training provided)
• Manage and cleanse CRM data
• Maintain accurate pipeline stages and notes
• Support Sales team with managing CRM data, booking appointments, supporting with relevant documents etc
• Log calls, emails, and project updates
• Chase suppliers for pricing where required
• Organise project documentation for Project Management Handover
• Answer inbound phone calls and route enquiries to the appropriate team member.
• Support customers with basic information requests or direct them to the appropriate colleague.
• Coordinate calendars for internal and customer meetings.

Required Skills & Experience

2+ years in customer service and sales support

Strong numerical skills & High attention to detail

Comfortable working with Excel, PPT & PDF

Strong written and spoken English

Eager to speak with customers on the phone

Experience using CRM systems (Hubspot ideally but training will be provided)

Ability to follow structured processes

Comfortable working with large client projects

Confident using technology and willing to embrace AI tools

Preferred (Nice to Have)

• Experience in construction, engineering, or technical quoting
• Call centre experience (comfortable on the phone)
• Experience preparing proposals
• Experience reading basic site drawings
• Proficient with Hubspot

KPIs / Success Measures

• Accuracy of quotes (minimal pricing errors)
• CRM kept up to date
• Proposals delivered within deadlines (1-2 working days)
• Clean and accurate pipeline management
• Reduced admin burden on UK sales team
• Timely follow up of customer enquiries

Career Development Opportunity:

• Potential to become Customer Service Manager
• Potential to join a highly efficient senior leadership team