Sales Administrator

Role type: Permanent
Location: Perth Office Based role
Reporting to: Managing Director IMS

About IMS:

At IMS Heat Pumps were more than just a business; were a family and friends team with a shared history of collaboration. With offices in Perth and Sheffield we united our expertise to establish IMS Heat Pumps Limited in 1997. Our mission is to provide top-notch design installation commissioning service and maintenance of Ground and Air Source Heat Pumps. In 2024 we proudly joined Hometree a leading UK energy services company strengthening our position in the renewable energy sector and expanding our ability to deliver exceptional service nationwide. Join us if youre eager to work with a close-knit experienced team contribute to a pioneer in renewable energy and be part of a business that combines professional excellence with a warm inclusive atmosphere.

The Role

Were looking for a Sales Administrator to support our busy sales team and help deliver an excellent customer experience from initial inquiry to installation. In this role youll handle a variety of administrative tasks including managing customer communications preparing quotes scheduling appointments and keeping records up to date. Youll be the link between customers sales and operationskeeping things organised running smoothly and on schedule. This role is perfect for someone who enjoys working with people thrives in a structured environment and wants to be part of a growing customer-focused team.

Responsibilities:

• Customer Communication: Handle incoming inquiries from potential and existing customers providing information and directing them to the appropriate team member.
• Quote Preparation: Support the sales team by preparing and sending customer quotes ensuring accuracy and professionalism.
• Appointment Scheduling: Arrange site surveys and sales appointments coordinating calendars and confirming details with customers.
• Order Processing: Input and manage sales orders in the system ensuring all relevant information is accurate and up to date.
• CRM Management: Maintain and update customer records in the CRM system to ensure all interactions and sales activities are documented.
• Sales Reporting: Create and distribute regular reports on sales performance lead tracking and team progress.
• Document Handling: Organise and store sales-related documents such as contracts proposals and communication records.
• Team Support: Assist the sales team with daily administrative tasks to help them focus on customer engagement and closing deals.
• Follow-Up Coordination: Monitor and coordinate timely follow-ups on customer inquiries quotes and outstanding actions.
• Office Coordination: Work closely with installation finance and customer service teams to ensure a smooth transition from sale to installation.

What were looking for:

• Organized and Detail-Oriented: You stay on top of tasks keep systems updated and manage paperwork and schedules without letting things slip through the cracks.
• Strong Communication Skills: Youre confident speaking with both customers and team members whether its over the phone by email or in person. You can explain things clearly and professionally.
• Enjoys Working with Customers: You like being a point of contact helping people feel supported and making their experience smooth from first contact to final installation.
• Team Player: You work well with others supporting the sales team and coordinating with other departments like installation and finance to get things done.
• Proactive Attitude: You dont wait to be told you anticipate needs follow up on leads or tasks and help things move forward efficiently.
• Tech-Savvy: Youre comfortable using CRM systems email calendars and spreadsheets and youre open to learning new tools that make the job easier.
• Professional and Personable: You represent the company well friendly polite and reliable in every customer and team interaction.
• Adaptable and Calm Under Pressure: You can juggle changing priorities and stay calm when things get busy or unexpected issues pop up.

Our Recruitment Process:

• Initial Call: Start with an introductory call with our Junior Talent Acquisition Specialist to discuss the role and your potential fit. (30 mins)
• Skills-Based Interview: Engage in a detailed discussion about your past experiences with our Head of Sales (1 hr)
• Final Interview: A final interview with our Managing Director (30mins).

Perks of the job:

• 25 days annual leave (plus bank holidays)
• Company pension
• On-site parking

About Hometree

Join Hometree Group and be at the forefront of transforming the residential energy landscape. Founded in 2015 Hometree began its journey in the home cover market. Today We are spearheading the shift towards a future where home energy systems are decentralized digitized and reliant on renewable sources such as heat pumps solar panels batteries EV chargers and smart controls. This innovative approach is not just about sustainability; its about empowering homeowners to manage their energy more efficiently and cost-effectively thereby setting new standards in energy consumption.

We operate across three dynamic divisions:

Financial Services: Here youll contribute to offering flexible financing options that make it feasible for homeowners to embrace renewable energy technologies and make essential upgrades.

Energy Services: Be part of our extensive network of local installation businesses that equip homeowners with the cutting-edge sustainable energy solutions necessary for reaching net-zero emissions.

Home Services: Help maintain the comfort and functionality of homes with comprehensive coverage plans that protect the essential hardware in the home.

At Hometree Group we are committed to guiding UK homeowners on their journey towards more sustainable energy solutions and we need passionate individuals to support them at every step. Join us during this exciting time and play a pivotal role in a business that supports sustainable homeownership in alignment with their readiness and needs.

Key Achievements

85m Capital Raised - Weve raised over 85m to-date from leading global investors including Legal & General Capital and specialist energy VCs

5 Acquisitions - Weve expanded our operations by acquiring four key companies across financing (Hometree Finance - formerly Bewarm) home cover (Your Repair) and energy services (Geowarmth The Little Green Energy Company IMS and GreenGen).

100k Homes Covered - We cover over one hundred thousand homes across the UK

280 Employees - We have over 280 passionate employees transforming the industry across the Group one home at a time

Equal Opportunity Employer

At IMS we are committed to creating an inclusive and representative environment. We know that different experiences perspectives and backgrounds make for a better workplace and a better planet. Together we celebrate differences and promote a culture where you can bring your full self to work.

We promise to give you the same opportunities as everyone else and we wont discriminate against you at any point in the hiring process or the working day. This includes how we source talent our interview process our conditions of employment feedback and everything in between.