Client Services Administrator

6 months ago

Hove, United Kingdom Crunch Full time

**About Crunch**:
Crunch is a multi-award winning Software as a Service (SaaS) company born in the heart of Brighton with a brilliant team of 130, and over 40,000 users of our software. Together, we single-handedly pioneered a complete online accounting solution to empower self-employed contractors, freelancers and micro-businesses in the UK, helping them to grow their business and create the lives they want as part of a powerful community.

We have an exciting new part-time, permanent Client Services Administrator role in our Service Operations team

**About the role**:
The role is fully office based, working in one of our co-working spaces at The Knoll Business Centre in Portslade, near Brighton. Home working may be agreed on an occasional basis depending on the team workload and cover. However the role is not usually hybrid and regular office working is required due to the nature of the role. Applicants should live within a reasonable commuting distance of Brighton & Hove. There is free on-street parking in close proximity to the office.

Please note that the contracted weekly working hours for this role are 22.5 hours per week, Monday to Friday from 9.30am to 2pm. There is flexibility to offer a variation of shift pattern which can be discussed at the interview stage.

**Role responsibilities**:
Act as a point of contact for HMRC and Government Gateway, overseeing the completion of all manual processes to ensure consistency, accuracy of data and compliance with the provisions of the General Data Protection Regulations (GDPR).
- Manage administrative tasks and actions to support our clients, to ensure compliance with HMRC requirements to register Crunch as their agent and to support Crunch clients with software set-up.
- Maintain and accurately update client records in the Salesforce Customer Relationship Management (CRM) system and Service Cloud.
- Audit team activities, including the accuracy of Companies House information, overdue tasks, enabled client accounts and missing client information.
- Administration of post activities, including opening, distributing and securely scanning post and actioning a range of post items in accordance with Crunch processes.
- Be responsible for updating the Hoxton Mix portal with new clients utilising this service. Ensure that leaving clients are updated to keep records accurate.
- Maintain knowledge of client base and systems, ensuring knowledge remains up to date as new features are added.
- Share feedback on any glitches in the systems used as appropriate.
- Take ownership and act quickly to recover the client perception of the Crunch service if something has gone wrong ensuring that the agreed service recovery guidelines and processes are used and that all cases are logged and tracked to ensure lessons can be learned.
- Responsible for monitoring and clearing the unassigned and Free client case pools. Ensuring this is completed in a timely manner to help meet SLA’s across Client Services.
- Assist with managing the eFiling portal to ensure that internal/external formation requests are handled promptly and following Anti-Money Laundering (AML) guidelines.
- Support with the management of end to end service for our legacy FreeAgent clients, including any client queries they have via cases and phone calls.
- Represent the Operations Team where required across the business, for example as a Subject Matter Expert (SME).
- Actively look for ‘Client Value Opportunities’ to help clients manage their account effectively and generate revenue for Crunch by taking up additional services (e.g. bookkeeping, upgrades).
- Encourage clients to refer/recommend Crunch services to others at every opportunity including asking for positive reviews on selected online review sites.
- Embrace the usage of the Hibob system, which is being used by Crunch to complete regular 121 and review conversations, and for setting and tracking company and department Objectives and Key Results (OKRs).
- Support the Service Operations Team Manager in any other ad-hoc duties as and when required.

**About your skills and experience**:
Essential:

- Previous experience of data entry and general administrative duties is required.

Desirable:

- (Full training will be provided on the following if no previous experience):_
- Experience of a Customer Relationship Management (CRM) system such as Salesforce, or similar.
- Telephony system experience.
- Specific usage of Service Cloud or similar case management system/knowledge centres would be advantageous.

**What you’ll get in return**:
We’re very proud of our collaborative and inclusive working environment - you’ll be working as part of a fun and vibrant team, with a whole host of fantastic company benefits

These include:

- A salary of £14,099 per year.
- 25 days holiday a year, pro rata (excluding bank holidays) - plus an extra half day off on your birthday.
- Long service gift awards plus extra holidays for 5 and 10 years’ service.
- Wor

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