Sales Specialist (Invoice)

🔒 Confidential Employer
Posted 23 April 2026
LOCATION
United Kingdom
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Sales & Marketing
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Sales Customer Service Communication Salesforce Invoice Finance Lending Relationship Building

FULL DESCRIPTION

At [Employer hidden — view at passion-project.co.uk] we help SMEs save time (and money) in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions from invoicing to accounting.

ABOUT THE ROLE

We are looking for an Invoice Finance Specialist to join our Sales Team and help as many customers as possible access the right finance, through effective conversations - taking the time to understand about the businesses you engage with (how they work, growth plans, challenges, their experience of finance so far) and understanding customers’ finance needs and effectively matching them to the best product and lender that meets their need, giving every customer a 5 Star experience whether successful or not, through our sheer professionalism and mind-blowing standard of customer service.

Some of the things you’ll be doing:

  • Meeting (or ideally exceeding) sales targets
  • Contact, engage and manage our Small Business customers through their application process
  • Build and nurture working relationships with our commercial lending partners
  • Become confident in articulating the Funding Options by [Employer hidden] proposition and service
  • Developing a knowledge of invoice finance, and gaining an in-depth understanding of the wide variety of lenders and products in the market
  • Confidently articulating the different finance options available to customers across multiple business finance product classes
  • Maintaining accurate, up-to-date information on any prospects that you speak with (in Salesforce)
  • Monitoring and identify trends whilst adding new or enhanced customer profile information into Salesforce
  • Keeping up to date on industry trends, market & competition.
  • Actively share stories and successes to the wider organisation through relevant comms channels.

WHAT WE ARE LOOKING FOR

You will be able to demonstrate a track record of successfully meeting and exceeding revenue based targets

You’ll have excellent communication and interpersonal skills

You will be able to demonstrate a results-oriented work ethic with impeccable attention to detail, determination and drive

You’ll be obsessive about delivering the highest level of customer service

You will be extremely well organised and analytical and work well under pressure

You can troubleshoot issues quickly and effectively

You will be able to engage and quickly establish strong working relationships

You’re a self-starter who doesn’t wait for instruction, and who works backwards from targets to ensure effective execution

WHAT YOU'LL GET IN RETURN

Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for up to 90 days a year. Plus, you’ll get:

  • Competitive salary
  • Vitality Health Insurance, with a proactive focus on mental and physical wellbeing
  • 24/7 Employee Assistance Programme
  • 25 days holiday with the ability to buy extra days
  • We invest in your development with a professional L&D budget per year
  • Access to ‘salary sacrifice’ benefits such as Cycle to Work scheme and pension contribution
  • Spacious brand new office in Liverpool street with an all-day snacks bar
  • Enhanced family-friendly leave
  • 24 hours paid volunteering time off per year
  • Flexible working options
  • Sabbatical leave
Sign up free — access 45,000+ UK sponsor-licensed jobs