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