Sales Progression Manager - Shared Ownership - Lloyds Living

Role Overview 

The Sales Progressor plays a pivotal role in the home buying journey for the Pathways shared ownership customers, acting as a central coordinator between the seller, solicitors, mortgage providers, surveyors, and other professionals to ensure a seamless and efficient sales process. This position is primarily focusing on the administrative and organisational aspects of shared ownership sales rather than direct selling.  

In addition to the core duties, you will also be responsible for the accurate reporting of sales progression data and key metrics to management and stakeholders. This includes producing regular reports that highlight completion rates, outstanding actions and any emerging issues. Effective system management is essential, as you will maintain and update sales progression software and CRM systems, ensuring all information is stored securely and in line with company policy and industry regulations.

Furthermore, you will contribute to forecasting sales pipelines and anticipated completions, providing timely analysis and updates that support strategic planning and resource allocation for the wider team. 

Key Responsibilities 

• Acting as the primary point of contact for buyers, you will guide customers through every stage of the home buying process, addressing their queries and providing clear, timely information to ensure they feel supported and informed throughout their journey. 
• Liaising effectively with all stakeholders, including developers, solicitors, financial advisors, mortgage companies, and surveyors, to progress sales from reservation to completion. 
• Providing regular updates to all parties, Charing regular progression meetings ensuring clear communication and swift resolution of any issues that arise during the sales process. 
• Producing regular reports on sales progression, transaction timelines, and pipeline status for management and key stakeholders. The Sales Progressor must ensure that all data is accurately captured and presented, highlighting key metrics such as completion rates, outstanding actions, and any emerging issues. These reports are crucial for maintaining transparency and driving continuous improvement within the sales process. 
• Maintaining accurate and detailed records of each transaction, ensuring compliance with industry regulations and company policies. 
• The Sales Progressor is responsible for maintaining and updating all relevant sales progression software and CRM systems. This includes ensuring data integrity, implementing process improvements where necessary, and making certain that all information is stored securely and in accordance with company policy and industry regulations. Effective system management helps streamline workflows and enables reliable reporting and forecasting. 
• Coordinating the completion process, including the organisation of handover appointments and the final transfer of keys to customers. 
• The Sales Progressor is expected to contribute to the accurate forecasting of sales pipelines and anticipated completions. This involves monitoring reservation trends, tracking the progress of ongoing transactions, and identifying any potential delays or risks that may impact monthly or quarterly targets. By providing timely updates and analysis, the Sales Progressor supports the wider team in strategic planning and resource allocation. 
• Manage legal enquiries as they arise, ensuring timely and accurate responses. 
• Act as deputy to the Head of Sales on legal matters, including oversight of relationships with panel law firms. 
• Support the legal setup of new schemes to enable prompt progression to exchange following development launches. 

Skills and Experience Required 

• Proven experience as a New Homes Shared Ownership Sales Consultant, Estate Agent / Sales Negotiator, or Conveyancer. 
• Strong working knowledge of the conveyancing process and its legal framework 
• Exceptional customer care and communication skills, both written and verbal. 
• Highly organised with strong attention to detail and the ability to manage multiple sales pipelines simultaneously. 
• Numerate, resilient, and positive, with the ability to remain calm under pressure. 
• Confident using MS Office, DocuSign, internet, and email systems for daily administrative tasks. 
• Possession of a Full UK driving licence. 

Ideal Candidate 

This role is suited to someone with a background in new homes sales who is seeking a shift away from a front-facing sales role, preferring a position focused on coordination and administration within the property industry. The ideal candidate will thrive in a dynamic environment and possess a proactive approach to problem-solving and customer service. 

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 28 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

We are committed to building a workforce which reflects the diversity of the customers and communities we serve, and to building an inclusive environment where all our colleagues can be themselves and succeed on merit. We support the principles of agile working and are happy to consider flexible working arrangements. We are an equal opportunity employer and deeply value diversity within our organisation.

Together we make it possible.