Sales & Finance Administrator

WSR are looking for a Sales & Finance Administrator for our IT client based in Leeds

Sales and Finance Administrator, IT Services
Leeds (office based)
Salary £25K - £27K Full-Time Progression Opportunity

Role overview

Our client, a national IT services and managed solutions provider is seeking a highly organised Sales & Finance Administrator to join its growing Leeds-based team.

This is a varied and pivotal position within a fast-paced, technology-led organisation delivering Managed Cloud, Cyber Security, Unified Communications and Infrastructure solutions to clients across the UK. The successful candidate will play a central role supporting both the Account Management and Finance functions, ensuring smooth sales operations and accurate monthly billing processes.

Key Responsibilities

Sales Administration

• Process and manage sales orders, contracts, and renewals
• Prepare and issue quotations using CRM/PSA systems
• Maintain and update CRM records (leads, opportunities, customer details)
• Assist with tender documentation and proposal preparation
• Track hardware/software orders and liaise with vendors
• Support account managers with pipeline reporting
• Coordinate contract renewals and subscription tracking (e.g. Microsoft 365, licensing, support agreements)

Finance Administration

• Raise and process invoices (recurring and project-based)
• Reconcile supplier invoices and purchase orders
• Support credit control activities and follow up on overdue accounts
• Assist with monthly billing cycles and revenue reporting
• Process expenses and maintain accurate financial records
• Support month-end reconciliation and reporting

About You

• Self-motivated, excellent organisation skills and strong attention to detail
• Confident in communication and building relationships
• Able to manage multiple tasks and work well in a team
• Not essential but experience in Sales Support, Customer Service & use of IT systems (Microsoft Word, Excel, Outlook and CRM system)

What We Offer

• Competitive salary (dependent on experience)
• Career development opportunities within a growing MSP
• Supportive and collaborative team environment
• Exposure to both commercial and finance operations

Ready to Make Your Next Move?

Apply now and bring your expertise to a team that values initiative, innovation, and growth.

Click APPLY NOW or call the WSR Team on (phone number removed) for more information.

We appreciate the time and effort invested in your application. While we aim to respond to all applicants promptly, if you do not hear from us within 10 days, please assume your application has not been successful on this occasion. We will, however, retain your CV and review it against future opportunities.