Customer Success Specialist
17 hours ago
We are seeking an experienced Project Coordinator to join our internal sales team. The successful candidate will be responsible for managing customer relationships, processing orders, and ensuring timely delivery of services. The role offers a competitive salary of £40,000 - £50,000 per annum, 20 days annual holiday + Bank Holidays (rising to 25 after 2 full years employment), and contributory Company pension scheme.
Main Purpose of the Job:
To be responsible for all operational aspects of nominated customer accounts and ensuring that the customers' needs are fulfilled in terms of quality product, installation, service, and timescales.
Responsibilities:
- Be a key point of customer contact and through regular contact identify their requirements.
- Maintain regular contact with Customers other external contractors to keep up to date on project plans.
- Process customer orders by coordinating the activities of sub-contractors, Omega in-house production and installation.
- Ensure that each contract is run profitably and efficiently.
- Attend client meetings to discuss requirements and conduct surveys as necessary.
- Ensure the completed orders are processed through the ERP system and invoiced correctly in a timely and accurate manner.
- Monitor and report on each Customers activity via the activity log and ensure the information is readily available to senior personnel.
- Constantly review the services undertaken for a client and ensure the company has the ability to fulfill.
- Monitor ERP searches and KPIs to ensure projects are delivered in an accurate and timely manner.
- Ensure your work is compliant with all Company Operational Policies (including Health & Safety and ERP System requirements).
- Work with team Project Coordinators to provide guidance and direction.
- Assist Senior Project managers in delivering an unrivalled service to the customer to ensure the company remains the preferred supplier.
- Communicate positively and constructively with other department teams for the benefit of both the Company and the Client.
- Other duties as directed by Management.
Reporting Requirements:
- Ensure the Customer activity log is kept up to date and comprehensive.
- Be fully conversant with all relevant aspects of the customers business and able to report as requested.
- Provide the Senior Project Manager with regular information updates regarding customer orders and their progress within the business.
Key Result Areas:
- Ensure Customer invoicing is carried out no later than 4 days after job completion.
- Ensure both the ERP system (M1) and customer activity trackers are updated daily.
- Investigate at least 2 under performing jobs per month and report on reasons.
- Ensure each contract is run to budgeted margin or better.
- Visit Customers as required but at least four times a month.
- Review and revise as necessary your ERP exception searches and related KPIs.
Benefits:
Competitive salary of £40,000 - £50,000 per annum, 20 days annual holiday + Bank Holidays (rising to 25 after 2 full years employment), and contributory Company pension scheme.
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