Senior Client Services Executive

3 months ago


Surrey, United Kingdom Risk Solutions Full time

Explore our passion for discovery

Global companies and governmental entities rely on us to solve their most complex data challenges. Our employees collaborate to reduce risks and create opportunities for customers in more than 100 countries. We’re adaptable, curious and ambitious. That’s why here, you’ll have the freedom to drive change, the trust to find your own path, and the space to explore more.

Job Purpose:
Key Accountabilities/Responsibilities:

- Working within established KPI’s, ensure accuracy for all quotes to deliver accurate billing and revenue recognition.
- Establish relationships with relevant Sales personnel ensuring governance for order entry to ensure data integrity of CRM and billing systems.
- Provide fulfilment of online products to customers and accurate updating and maintenance of the access and entitlement data.
- Manage any customer query, liaising between Sales, Legal and Finance to ensure swift query resolution.
- Work alongside fellow Client Services team members to ensure workflows are maintained and best business practice followed in line with established audit requirements.
- Establish strong working relationships with all Client Services teams to ensure consistency of first class support for all customers.
- Able to prioritise multiple tasks whist managing own workload.
- Able to mentor team members and escalate issues where necessary.
- Responsible for more complex activities, customer base and processes.
- Proactive and able to lead new initiatives.

Key Skills Required:

- Excellent attention to detail
- Excellent working knowledge of Salesforce or similar CRM system
- Well organised and able to multi task
- Able to work to deadlines whilst demonstrating flexibility
- Good communications skills
- Good team player with a positive and proactive attitude
- Leadership skills

We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form:

Please read our

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