Client Support

Client Support & Fee Quotation Co-Ordinator

Redcliffe Training Associates Limited is a very successful and highly regarded finance training course provider with an international and blue-chip client list. Due to its success the position of Client Support & Fee Quotation Co-Ordinator
has become available.

Redcliffe generates business in three key way;
1. E-marketing

2. Direct sales

3. SEO (search engine optimisation)

The role has many layers to it and it has a lot of moving parts. So, the position demands at all times;
- Excellent sales support / customer service skills

Characteristics that the role demands are;
- A can-do attitude at all times
- A super-quick learner and worker
- An extremely high degree of personal organization
- Attention to detail
- Diligence
- High levels of accuracy
- The ability to think for yourself
- That you demonstrate initiative as well as the ability to thrive under pressure whilst maintaining control
- An excellent command of the English language
- A high degree of self-motivation
- Be both flexible and very hard working
- Be working in a very busy office environment with a hard-working, motivated and friendly team each focused on meeting deadlines and demands
- Work for a great company which encourages ideas and where everyone feels part of a successful team

Tasks & Duties; Client Support
- Assisting clients with their booking / training / course requests;
- Generating fee quotes
- Introducing Redcliffe’s courses and webinars to potential clients all over the world
- Dealing with in-house course requests
- Dealing with public course enquires
- Sending brochures / calendars / previous booking history to decision makers and following up
- Managing the client thereafter;
- Ensuring CRM is kept accurate and up to date
- Setting and making course follow-ups calls
- Liaising with trainers regarding in-house training;
- Arranging calls / meetings between with the client
- Dates and locations, webinar links
- Client specific requests
- client specific requests
- participants
- follow-up and feedback
- Managing client contact records in CRM
- Maintaining accurate and up-to-date records on our CRM
- Tracking and tracing contacts who have left a company and adding their new company details to the CRM
- Answering incoming calls (dealing with queries, transferring and advising)
Sales Support
- Pro-actively contacting existing clients 3, 6, 9, 12 months after a course to seek repeat business
- Pro-actively contacting lapsed spending clients to re-build relationship
- Maintaining accurate client account records in CRM
- Post course follow-ups to gather feedback
- Identifying new decision makers in spending accounts and contacting them
- Plus any other duties to assist the department

The sales and client support elements of this role will require excellent client communication skills - both written and spoken. As well as an ability to interrogate our CRM for client information so a good working knowledge of MS Dynamics would be advantageous.

Expectations:

- You will be expected to work smart
- You will expected to be extremely well organised
- You will be expected to have excellent attention to detail
- You will be expected to work quickly
- We pride ourselves on quickly answering client enquiries immediately
- We quickly retrieve information from our CRM to support our calls to clients, and also incoming client enquiries
- This is a fast-paced environment so you will need to be a very quick learner
- You will be expected to take detailed notes to aid you after the induction training
- You will be expected to ask lots of relevant questions during the induction training

Required skills and personal attributes
- Excellent written and spoken English
- Excellent listening skills
- Must be extremely well organised
- The ability to manage own workload, prioritise and work/keep to deadlines
- Must have a good eye for detail
- Must have a “can do” attitude
- Must be accurate and diligent
- Must be a quick learner
- Must be enterprising
- Must be hard working and proactive
- Must be focused on the client
- Must be able to work accurately under pressure

**Salary**: £30,000.00 per year

**Benefits**:

- Company pension
- Sick pay
- Work from home

Schedule:

- Monday to Friday

**Experience**:

- sales support: 2 years (required)
- generating fee quotes: 2 years (required)

Reference ID: Client Support & Fee Quotation Co-Ordinator