Customer Service Portfolio Manager

4 hours ago


Middlesbrough, Middlesbrough, United Kingdom Optima Site Solutions Ltd Full time
Job Summary:
We are seeking a highly organized and detail-oriented Customer Service Portfolio Manager to join our team at Optima Site Solutions Ltd. As a key member of our operations team, you will be responsible for managing and growing a portfolio of installers, ensuring compliance with OFGEM's requirements and other government funding schemes.

About the Role:
The successful candidate will have strong organization skills, confident in managing a caseload, and excellent negotiation skills. They will also be proficient in Microsoft Office, particularly Excel, Word, and Outlook.

Salary and Benefits:
£24,000 - £27,000 per annum, 25 days annual leave (plus statutory bank holidays), employer contributed pension scheme, Employee Assistance Programme with 24-hour telephone and online access, CPD available, ongoing training, and many more benefits.

Responsibilities:
* Remain conversant with OFGEM's requirements for the delivery of the Energy Company Obligation (ECO) and other government funding schemes.
* Be the primary point of contact for your installers, implementing improvement plans and maintaining day-to-day relationships with energy companies, ensuring their compliance and reporting requirements are met.
* Conduct thorough compliance checks across all installer submissions, ensuring each project is compliant prior to submission to an energy company, with zero compliance failures resulting from poor or inaccurate submission information.
* Receipt, score, pre-check, and validate each submission, storing electronic records via Fulgent, Smartsheet, and SharePoint.

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