Job Description
Job description
We’re looking for a highly organised and proactive Commercial Suppport Executive to play a pivotal role in supporting the clients commercial operations. Sitting at the heart of the Sales and Marketing team, you’ll be responsible for keeping the CRM system (Dynamics 365) accurate and up to date ensuring that Leads, Accounts, Contacts and Opportunities reflect real-time progress, revenue data, and key milestones.
You’ll work closely with the Sales and Marketing Directors to coordinate admin tasks, meetings, travel, events, and internal reporting all while helping to maintain the smooth running of their commercial engine.
This is a high-visibility role, ideal for someone who thrives in a fast-paced B2B tech environment and takes real pride in organisation, precision, and people support.
As part of a growing team, this very important role will enable the right person to make swift career progress. As such, this role is only suitable for those who are extremely ambitious and prepared to give maximum effort and invest in their personal development.
This position will benefit from mentoring by an extremely experienced and successful team in their career development. Progression will be swift as this growing business needs a candidate who is prepared to take on responsibility from an early stage to constantly develop their knowledge and experience.
Key Responsibilities - CRM & Data Accuracy (Core Focus)
• Maintain the CRM system (Dynamics 365) as the single source of truth across Leads, Accounts, Contacts and Opportunities.
• Ensure all Opportunities include key data: revenue value, expected close dates, GP figures, probability, and forecast categories.
• Conduct new logo Lead & Account research to ensure continued focus on target Ideal Customer Profile (ICP).
• Regularly review and cleanse data for accuracy, closing or updating records as needed.
• Flag missing or incomplete fields and work with team members to resolve data gaps.
• Apply consistent process when moving Leads & Opportunities through process flow & pipeline stages.
• Run weekly pipeline reports for Sales Leadership, checking for anomalies or inconsistencies.
• Process ISO27001 data access and other related requests
Sales Support
• Support the Sales Director and Account Managers with day-to-day admin tasks.
• Prepare and issue quotes using vendor tools and internal pricing templates.
• Preparation of Powerpoint presentations for sales meetings
• Coordinate travel & accommodation where required
• Maintain shared sales documents.
• Support onboarding of new sales team members.
Marketing Support
• Assist the Marketing Director in organising internal and external marketing events.
• Coordinate all logistics including venue booking, delegate registration, accommodation, catering, AV support and demo equipment.
• Manage inventory of promotional merchandise.
• Monitor marketing inboxes and ensure the CRM is updated accordingly.
• Provide backup support for basic campaign execution tasks.
• Manage collateral resource availability across all key suppliers and make co-branded material available to the sales team.
• Assist in preparation of marketing content and publishing across key channels.
Team & Commercial Operations
• Administration of their sales quoting tool, maintaining product and service pricing and adding new lines as they become available.
• Run credit checks on new leads and key accounts.
• Maintain internal checklists and process documents.
• Conduct weekly 1:1 check-ins with sales team members.
• Collaborate with colleagues to improve CRM hygiene and adoption.
• Support the setup and running of internal sales meetings.
Qualifications
• Full Driving Licence
• 5 or more GCSE Grade C or above
• 1 year of more experience in a similar sales support role
Further Education Qualifications (e.g. A-Level, NVQ, Diploma, Degree etc) – preferred but not essential
We’re looking for a highly organised and proactive Commercial Suppport Executive to play a pivotal role in supporting the clients commercial operations. Sitting at the heart of the Sales and Marketing team, you’ll be responsible for keeping the CRM system (Dynamics 365) accurate and up to date ensuring that Leads, Accounts, Contacts and Opportunities reflect real-time progress, revenue data, and key milestones.
You’ll work closely with the Sales and Marketing Directors to coordinate admin tasks, meetings, travel, events, and internal reporting all while helping to maintain the smooth running of their commercial engine.
This is a high-visibility role, ideal for someone who thrives in a fast-paced B2B tech environment and takes real pride in organisation, precision, and people support.
As part of a growing team, this very important role will enable the right person to make swift career progress. As such, this role is only suitable for those who are extremely ambitious and prepared to give maximum effort and invest in their personal development.
This position will benefit from mentoring by an extremely experienced and successful team in their career development. Progression will be swift as this growing business needs a candidate who is prepared to take on responsibility from an early stage to constantly develop their knowledge and experience.
Key Responsibilities - CRM & Data Accuracy (Core Focus)
• Maintain the CRM system (Dynamics 365) as the single source of truth across Leads, Accounts, Contacts and Opportunities.
• Ensure all Opportunities include key data: revenue value, expected close dates, GP figures, probability, and forecast categories.
• Conduct new logo Lead & Account research to ensure continued focus on target Ideal Customer Profile (ICP).
• Regularly review and cleanse data for accuracy, closing or updating records as needed.
• Flag missing or incomplete fields and work with team members to resolve data gaps.
• Apply consistent process when moving Leads & Opportunities through process flow & pipeline stages.
• Run weekly pipeline reports for Sales Leadership, checking for anomalies or inconsistencies.
• Process ISO27001 data access and other related requests
Sales Support
• Support the Sales Director and Account Managers with day-to-day admin tasks.
• Prepare and issue quotes using vendor tools and internal pricing templates.
• Preparation of Powerpoint presentations for sales meetings
• Coordinate travel & accommodation where required
• Maintain shared sales documents.
• Support onboarding of new sales team members.
Marketing Support
• Assist the Marketing Director in organising internal and external marketing events.
• Coordinate all logistics including venue booking, delegate registration, accommodation, catering, AV support and demo equipment.
• Manage inventory of promotional merchandise.
• Monitor marketing inboxes and ensure the CRM is updated accordingly.
• Provide backup support for basic campaign execution tasks.
• Manage collateral resource availability across all key suppliers and make co-branded material available to the sales team.
• Assist in preparation of marketing content and publishing across key channels.
Team & Commercial Operations
• Administration of their sales quoting tool, maintaining product and service pricing and adding new lines as they become available.
• Run credit checks on new leads and key accounts.
• Maintain internal checklists and process documents.
• Conduct weekly 1:1 check-ins with sales team members.
• Collaborate with colleagues to improve CRM hygiene and adoption.
• Support the setup and running of internal sales meetings.
Qualifications
• Full Driving Licence
• 5 or more GCSE Grade C or above
• 1 year of more experience in a similar sales support role
Further Education Qualifications (e.g. A-Level, NVQ, Diploma, Degree etc) – preferred but not essential
💡 Quick Summary
Seeking a career-building opportunity? The Commercial Support Executive position is now open for candidates interested in the Admin Executive sector. This role in Bath offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Admin Executive is a plus.
