Sales and Customer Operations Assistant

6 months ago

Egham, United Kingdom Intersoft Systems & Programming Limited Full time

**Sales & Customer Operations Assistant**

**Job title**: Sales & Customer Operations Assistant

**Location**: Egham, Surrey, UK

**Salary**: £25,000 - £30,000 per annum (DOE)

**Working hours**: 35 hours a week, flexible between 8:00 am to 6:00 pm

**Reporting to: Head of Customer Operations**

Intersoft is an award-winning delivery management software provider and part of the Royal Mail Group. Our software has led the market in providing innovative shipping solutions since 1993 for retailers and third-party providers.

Our solutions integrate directly into multiple carriers and provide access to smart and convenient delivery methods such as Tracked, Click and Collect, Locker Boxes, Next Day and more to help retailers and brands scale eCommerce.

As a business, we are continuously striving to be better. We foster an environment that allows our diverse and highly talented team to think, plan and further improve themselves and the software we develop. And we believe this is working, confirmed by **Winning industry recognition in the Great Place to Work Awards for the last two years.**

**Job Duties and Responsibilities**:
Our customers are at the heart of our business, and this is a key role to ensure that we deliver a consistent and excellent customer experience. The Sales & Customer Operations Assistant plays a fundamental role in supporting the Sales & Customer Operations team and ensuring the efficient operation of the department. This position involves a wide range of administrative tasks, organisation, and communication to facilitate smooth processes and enhance the productivity of the team.

**Responsibilities**:

- **Administrative Support**: Provide administrative assistance to the Customer Operations team, including but not limited to data entry, report generation, and document preparation.
- **Customer Account Management**: Assist with customer inquiries, upsell, and issue resolution. Maintain a professional and helpful attitude in all customer interactions.
Represent Intersoft and its brand at business events and customer meetings and be prepared to travel around the country if needed.
- **Sales & Customer Operations Team Coordination**: Schedule appointments, meetings, and travel arrangements for Sales & Customer Operations representatives. Coordinate team calendars and ensure timely responses to client requests.
- **Data Management**: Maintain and update customer databases and the CRM system, ensuring accuracy and completeness of information. Generate and distribute Sales & Customer Operations reports and performance metrics.
- **Customer Operations Materials**: Prepare Sales & Customer Operations presentations, proposals, and contracts. Ensure all materials are up-to-date and readily accessible.
- **Inventory Management**: Monitor and maintain inventory levels of Sales & Customer Operations materials and promotional items. Coordinate the ordering and distribution of marketing collateral.
- **Lead Tracking**: Assist in tracking and managing leads and opportunities in the CRM system.
- **Meeting Support**: Provide logístical support for Sales & Customer Operations meetings, including preparing agendas, recording meeting minutes, and distributing follow-up action items.
- **Communication**: Act as a connection between the Sales & Customer Operations team and other departments and customers, ensuring effective communication and collaboration.
- **File and Records Management**: Organise and maintain Sales & Customer Operations documents, contracts, and records in an organised and easily accessible manner.
- **Training and Onboarding**: Assist in onboarding new Sales & Customer Operations team members by providing them with necessary materials and information.
- **Ad Hoc Tasks**: Handle ad hoc administrative tasks as requested by the Head of Customer Operations or team members.

**Key working relationships**:

- Customer Operations Team
- Sales & Marketing
- Chief Technology Officer
- Heads of Departments
- People Managers / Leads
- Office Manager
- Finance Manager

**Expected experience & skills**:

- A minimum of five GCSEs or equivalent
- Proven experience in an administrative role, preferably in a Customer Operations or customer service environment. Logistics experience is a plus.
- Proficiency in office software, including word processing, spreadsheet, and presentation tools (e.g., Microsoft Office suite).
- Strong organisational and multitasking skills with the ability to prioritise tasks.
- Excellent written and verbal communication skills.
- Attention to detail and accuracy in data entry and record-keeping.
- Customer-focused mindset with the ability to interact professionally with clients.
- Familiarity with CRM systems is a plus.
- Discretion and ability to handle sensitive and confidential information.
- Positive attitude and a willingness to learn and adapt in a fast-paced environment.
- Strong problem-solving skills and ability to work both independently and as part of a team.

This

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