Sales Administrator
Be the operational backbone behind CBTax’s US sales teams as we grow
Role: Sales Administrator
Salary: Negotiable
Location: Manchester
Reports to: US Head of Sales
About CBTax
CBTax is an award-winning, global R&D tax consultancy firm with offices in Manchester and Northampton in the UK, Dublin serving the Republic of Ireland, and our newest location in New York supporting the US market.
As one of the fastest-growing firms in our sector, we specialise in R&D Tax Relief, partnering with businesses across many sectors including engineering, technology, manufacturing, construction, energy, science, agriculture, and food & beverage to deliver robust claims, commercial value, and fully compliant advice.
We're looking for high-performing, commercially minded problem-solvers who want to make a tangible impact.
About the Role
This is an excellent stepping-stone role for someone who wants to learn the sales process from the inside and progress into a BDE / BDM role over time. It’s a high-impact administrative role sitting inside our sales team. You'll be the engine room behind our US sales teams keeping Salesforce clean, accurate, and ready so that our sales reps can focus on driving commercial value.
You'll own data end-to-end: pulling, cleansing, structuring, and uploading it into Salesforce so the sales team can move fast.
You'll mostly work UK hours (08:30 – 17:00), with the morning block giving you uninterrupted focus time before the US team comes online. Afternoons will involve handovers and coordination with our US team. On occasion you will be required to match US hours, with notice given. You’ll be allocated this time back.
Key Responsibilities
Process prospect data sources, formatting and uploading them into Salesforce with high level accuracy
Cleanse and enrich CRM records — linking websites, company information, and other reference data to our CRM records
Use tools like Lusha and similar enrichment platforms to populate contact and company data
Build and maintain prospect lists for the UK and US sales teams, keeping data quality high and duplicates out
Work closely with the US team to prioritise lists and turn them around quickly
Occasionally support the UK sales team with ad-hoc data and admin requests
Spot patterns in the data — flag gaps, broken records, or opportunities to make the process more efficient
What We're Looking For
Highly organised, naturally detail-oriented, and comfortable working through high volumes of data without losing accuracy
Confident with technology and IT systems — Excel, CRMs, web-based tools. CRM or Salesforce exposure is a strong plus but not essential
Self-starter who can work independently in the morning block without needing constant direction
Reliable, professional, and happy to be the engine that powers a fast-moving sales team
Comfortable with occasional flex into US hours during busy periods (with notice)
Degree not required — we care about attitude, work ethic, and how quickly you pick things up
Benefits & Perks
Commission: You are able to build your own portfolio through client referrals and earn commission.
Pension: 5% employer pension contribution.
Healthcare: BUPA healthcare to support your health and well-being.
Tech Scheme: Access to the latest technology.
Flex Benefits: Tailor your perks to suit your lifestyle.
Employee Incentives: A range of excellent employee incentives to ensure your efforts are rewarded.
Recognition: Get seen. Get rewarded. Get promoted.
- Department
- Sales
- Locations
- Manchester
About CBTax
CBTax are a leading professional tax consultancy practice operating across the whole of the UK, specialising in R&D Tax Relief claims. With a wealth of experience from qualified, experienced Chartered Tax Advisers, leading Sector Specialists, Chartered Accountants and Research Analysts.
Our team have knowledge of diverse sectors, tax and industry-based experience to maximise our clients R&D Tax Relief claims.
CBTax won the SME - Apprentice Employer of the Year 2024, the Accounting Excellence – Fast-track Firm of the Year 2022 award, previously winning NBEA – Northamptonshire Business of the Year Award 2021 and are finalist for the NBEA – Employer of the Year 2022.