Finance Transaction Manager - Essex

£50,000 basic with £60,000 OTE

Date Posted: Thursday 17 July 2025

, Ref: 4731

Finance Transaction Manager

£50,000 basic with £60,000 OTE

Chelmsford

Permanent

Monday to Friday 9am to 5.30pm (Due to the nature of the business you will be expected to work outside of these hours when events are on and clients are still in attendance. There may also be some weekend working at events but not every weekend)

Our client, a fast-paced and high growth company, is the UK’s leading training organisation helping thousands of Business Owners, Entrepreneurs and Celebrities build, grow and scale the business.

Based in the Chelmsford location they are on the lookout for a customer focussed and engaging Transaction Manager to join their sales team.  

They are looking for a candidate who is not only, very organised and great with paperwork but is also brilliant with people, is comfortable negotiating and is able to gain trust when talking clients through payment plan and finance options.

This is a fantastic opportunity to join a successful sales team, be part of a great company culture and work within a forward thinking and growing business!

 Duties & Responsibilities of an Events Senior Sales Executive:

  • Engaging with clients face to face at events with regards to payment plan and/or finance options for their business to pay for their training and coaching needs.
  • Understanding the clients’ needs, checking out their affordability and finding them the best solution for their payment needs.
  • Controlling the quality of the sales completed by the sales team and seeing them through to payment.
  • Taking payment from clients face to face or on the phone to complete the sale.
  • Chasing up clients after events to complete the set up of payment plans and finance options.
  • Completing and filing finance and payment plan paperwork and making sure the business is compliant with all the correct documents signed. 

 Your Background & Skill:

  • This role would suit someone who has done a Business Manager or Transaction Manager role in the car dealer network or a similar role in other industries.
  • Experience within finance or payment plan sign-ups with face to face customers.
  • Ability to empathise with business owners and establish affordability and talk through finance options.   
  • You need passion, confidence, drive, energy, talent and character.
  • You must be well presented with a desire and attitude to succeed.
  • You will have the ability to quickly establish and build rapport with customers face to face or over the phone.

If you would like to hear more about this Finance Transaction Manager vacancy, please submit your CV to ACS Recruitment Consultancy

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