Portfolio Manager
4 weeks ago
Kone México
This is a full-time position that offers a competitive salary of $65,000 - $85,000 per year, 25 days holiday and 8 additional Bank Holidays, Pension Scheme, Development opportunities and development reviews to help you achieve your professional goals.
About the Job:
The Portfolio Retention Specialist role exists in Kone branch/region or central offices. The primary purpose of this role is to take care of core 1 and core 2 maintenance customers by phone and supporting Supervisor maintenance contract renegotiations ensuring that we respond to their requirements and support them proactively.
Key Responsibilities:
- Ensures successful conversions with existing and new maintenance customers.
- Driving execution of individual sales plan.
- General Sales administration responsibilities for all core 1 and 2 customers.
- Responsible for gathering relevant information about market and competitors while interacting with customers.
- Customer contract query management handling.
- Completing renegotiation tender documents.
- Flagging contracts reaching renewal date using My PO.
- Purchase Order (PO) follow up for maintenance contracts and call outs.
- KCC (KONE Care Contract - Nemo) tender preparation.
- Opportunity/lead creation VA and VBOR.
- CRM funnel management.
- Management of Insurance Report process.
- Value added services Opportunity generation and customer support.
- Contract profitability report review.
Rogerziation and Cancellation Prevention:
- Supports renegotiates expiring contracts proactively if any.
- Responds and resolves cancellation risks.
- Defends price escalation and resolve issues.
- Monitor and resolve suspended contracts if any.
Complaint and Query Handling:
- Solves complaints with the rest of Kone team.
- Handles contract renegotiation queries.
Data Quality and Communications:
- Coordinates contract negotiation problems with supervisor and MOM.
- Monitors the leads contract renegotiation activities in CRM and assigns them to right person.
- Follows customers not visited; calls and identifies level of satisfaction and opportunity.
- Documents the customer and contact information, maintains customer data.
Requirements:
- Account Management experience is essential.
- Proficient in Microsoft Office & CRM.
- Effective communication skills in English (written and spoken).
- Customer centric mindset - desire to understand what creates value to our customers and courage to experiment and embrace innovative thinking.
- Good negotiation and problem-solving skills.
What We Offer:
We offer a range of benefits including quarterly commission, private medical insurance, Kone Discounts, 24/7 GP Support & Wellbeing Access.
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