
William Smith
@williamsmith5
I progress B2B sales opportunities through proposals, CRM management, and customer coordination.
What I'm looking for
I lead bid and proposal support at Saint Financial Group, helping progress B2B opportunities from customer enquiry and qualification through tailored quotations, proposals, and follow-up. I maintain CRM pipeline activity in Microsoft Dynamics and coordinate with customers and internal stakeholders to resolve commercial queries.
Previously, I supported finance, data, and administrative operations at Scotsdales, Cambridge Assessment, Johnson Matthey, and Cambridge City Council. I bring practical experience in Excel reporting, invoicing, data accuracy, SAP records, confidential case management, and high-volume database administration.
Experience
Work history, roles, and key accomplishments
Virtual Assistant – Commercial & Business Development
Saint Financial Group
Jul 2023 - Present (3 years 2 months)
Lead the company's bid and proposal function, supporting the sales team in progressing B2B opportunities. Manage customer enquiries, opportunity qualification, and follow-up throughout the commercial process.
Finance Assistant
Scotsdales
Nov 2020 - May 2023 (2 years 6 months)
Managed product data including pricing, margins, promotions, and product codes. Generated and reviewed invoices using Sage accounting software and produced Excel reports analysing daily sales and financial data.
Data Entry Administrator
Cambridge Assessment
Aug 2020 - Sep 2020 (1 month)
Entered high volumes of international exam results into databases and spreadsheets. Verified and analysed data to ensure accuracy while handling sensitive information.
Administrator
Cambridge Assessment
Oct 2019 - Dec 2019 (2 months)
Processed and analysed student score data using internal systems. Prepared and distributed documentation across departments and provided administrative and data management support.
Data Analyst
Johnson Matthey
Feb 2019 - Jul 2019 (5 months)
Analysed and maintained product and prototype data using SAP. Updated Excel records to track orders and product information, ensuring accuracy of high-value data.
Data Administrator
Pret-a-Portrait
Sep 2018 - Dec 2018 (3 months)
Uploaded and organised large volumes of customer photography within the company database. Produced viewing instructions and materials for customers.
Fraud Apprentice Administrator
Cambridge City Council
Mar 2015 - Sep 2016 (1 year 6 months)
Provided administrative support to the investigation team. Managed case files, logged allegations, allocated investigations to officers, and conducted background checks.
Volunteer Museum and Gallery Assistant
Royston Museum
Jun 2014 - Jan 2015 (7 months)
Supported daily museum operations and provided front-of-house visitor service. Assisted with preparing exhibits and materials for public events.
Education
Degrees, certifications, and relevant coursework
Freman College
GCSE, General Studies
Completed 6 GCSEs at Freman College.
Cambridge Regional College
Functional Skills, English, Mathematics, IT
Completed Functional Skills qualifications in English, Mathematics, and IT at Cambridge Regional College.
Cambridge Regional College
NVQ Level 2, Business Administration
Completed an NVQ Level 2 in Business Administration at Cambridge Regional College.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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