Client Support Executive

4 weeks ago


Wilmslow, United Kingdom Citation Ltd. Full time

Client Support Executive

Client Support Executive

Client Operations – Scheduling Co-ordinator

Location: Hybrid – Wilmslow 

Hours of work: Full time – 37.5 hours

Job Description

Responsible for managing scheduling of large field service team. A great role for someone with salesforce or diary management experience looking to progress into a more senior role.

Main Responsibilities

Daily scheduling of field service appointments across multiple service territories Develop, test and refine scheduling recipes to optimise team performance. Be the field service subject matter expert and share knowledge with relevant colleagues. Maintaining data quality, manage data cleanse to ensure best chance of success Consult with field service agents, team managers and field team to identify opportunities for improvements to scheduling policies and / or scheduling methodology. Continuous improvement – On-going analysis of performance, identify opportunities for improvements for implementation. Pitch, plan and implement any agreed changes or trials with clear success criteria and measurement. Regular updates and reporting to senior management with a focus on improvement. Create and maintain Salesforce dashboards and reports to track key performance indicators (KPIs) and provide actionable insights Various daily and weekly administration tasks

Knowledge, Skills and Experience Required

Excellent written and verbal English High levels of organisation and attention to detail Strong ability to multi-task and stay focused in high-pressure situations Experience with the Salesforce platform is highly desirable Intermediate to advanced Microsoft Office skills to include Excel and Powerpoint A keen desire to succeed and make a real difference Upbeat and positive personality Ability to influence at various levels

Development: ongoing development with Operational leadership team and potential to gain operational leadership qualification.


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