Account Executive

1 month ago

Hook, United Kingdom The OT Practice Full time

This is a full time office-based role, in the centre of Hook in Hampshire, reporting to the Operations Director (Clinical Services). It requires an organised and engaging person with excellent people and project management skills.

The person in this newly created role will report into director level and work closely with the Executive Team to develop and refine the operational delivery of our placement contracts, alongside their primary responsibility for day to day delivery and client management.

Our Account Executive will be customer relationship orientated, able to nurture relationships and go the extra mile to foster an environment that genuinely values our clients and our Occupational Therapists on the ground delivering the services.

**Our Company ethos**
- We make clients & potential clients feel understood and provide sound professional advice
- We are friendly & caring, but always remain professional
- We are socially responsible - if there is a better option for a prospective client then we say so
- We are client-focused and want to ensure our clients feel they are in safe hands
- We are driven and go the extra mile if that is what is needed to keep a client happy

**Details of the role**

Pre-contract and project mobilisation
- Partnering with the business development team at the appropriate stage pre-contract to understand the client’s requirement and work closely with the Client Relationship Manager (CRM) to establish the parameters of the contract and feed into setting the scope of work.
- Understand in detail what will be required in terms of project delivery and work with the CRM to agree KPIs to track project performance and support monitoring meetings.
- Work with the resourcing team to identify and on-board suitable therapists for the contracts.

Project Delivery
- Primary point of contact for the customer - delivering contracts to the agreed scope, on time, to a high standard.
- Keeping clients updated with progress and identifying any issues and plans for mitigation.
- Building relationships with project stakeholders including both the customer and the therapists delivering the services.
- Make on-site visits for major or long-term contracts when needed to foster good relationships with all project stakeholders.
- Proactive project and schedule management, KPI monitoring to ensure projects run smoothly
- Monitoring and follow up on therapist progress.
- Identifying, analysing and managing project risks
- Reacting fast and efficiently to issues that arise and pro-active spotting potential issues before they arise.
- Problem solving and administration for clients.
- Client invoicing and budget/spend tracking.
- Attending client review meetings during contract delivery, as well as regular informal check-ins.
- Supporting with elements of contract completion and wrap-up.
- Provide information and reports for senior management as and when required.
- Where appropriate, tasks may be delegated to an Administrator, however the Account Executive retains overall responsibility. This requires maintaining oversight and monitoring across all delegated tasks, ensuring all KPIs and quality standards are met.

General operations
- Manage scheduling of therapist’s time across all projects.
- General therapist management:
Regular check-ins with OTs and on-site visits to foster good relations.

Scheduling of days. Sickness/absence management.

Performance management (first instance)
- Workflow system management. Keep Placements CRM and workflow system up to date and as a ‘single point of truth’ ensuring all comms and updates are added to the system.
- Manage/chase/check/process all OT invoices across all projects.
- Work with Financial Controller to manage credit control.
- Define, refine and evolve processes. Always look for ways to evolve/improve processes and quality of service delivery. Present ideas for approval and assistance with implementation.
- Reporting back internally to stakeholders for the placements business. (Regular placement business stakeholder meetings).

**Skills and qualifications**

Key expectations for this role:

- To learn in detail about OT and various types of placements we usually offer
- To understand operationally how each type of placement works and the key questions to ask when setting up / mobilising new contracts.
- To become an expert on placements and work closely with the business development team to offer guidance during pre-contract processes.

The following skills and qualifications will be required/desirable:

- Previous account/project management experience or similar client facing role is essential.
- Ability to successfully manage multiple projects and liaise with a number of key stakeholders.
- Evidence of excellent organisational skills.
- High level of competency with technology.
- Excellent presentation skills and appreciation for good design.
- A good knowledge and experience in contractual and project documentation such as Schedules, Briefing No

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