Customer Service Executive - Irvine, United Kingdom - Spearhead Healthcare Ltd

Description

Name

Job/position title

Customer Service Executive

Department name
Customer Loyalty Team


Purpose of this document
To outline the duties and responsibilities of this position, within the organisation


Position Overview

Working closely with the team to support with important admin tasks, to allow them to increase their focus, you will share in the success of winning opportunities and developing long term relationships with our clients and other stakeholders.

You'll need an appetite for hunting out the detail and chasing down information relating to the sales leads entering our pipeline, working in a professional environment, with a strong work ethic and team culture.

Purpose of this position

Take responsibility for the onboarding process of new customers and be a main internal contact to support customer Head Offices.

Reporting to
Customer Loyalty Team Manager


Staff Responsible for
n/a


Skills/Attributes Required

• Accurate keyboarding skills
• Ability to perform well across different sales support tasks and be very adaptable.
• Excellent telephone manner
• Ability to work calmly under pressure
• Ability to integrate with other departments
• Ability to build rapport with customers and respond very quickly.
• Ability to work to deadlines
• Ability to make cold calls and fact find.
• Ability to quickly gain product knowledge.

Education/Experience Required

• Knowledge of Sage 200 preferrable
• Excellent computing skills including Excell and Powerpoint to create reports, tenders and company presentations.
• Clear understanding of CRM, Sales Pipeline and Processes.
• Positive/Enthusiastic attitude and aptitude to customers

Certifications/Licenses Required
n/a


Key Performance Objectives

• Work towards achieving and exceeding the organisation's annual and monthly sales and margin targets
• Liaise with customers, suppliers and others internal departments within the company in order to progress orders in the most efficient manner.
• Fully understand the company's sales objectives and business aims in order to promote and encourage customers to increase their business
• Build positive working relationships with all stakeholders
• Continuously increase personal knowledge of products, processes, sales and people skills and encourage these attributes in others

Responsibilities/Duties

Frequency

Comments
Producing customer quotations, detailed pricing comparisons and company presentations.

As required

Setting up new clients as they are onboarded. Including phoning individual sites to schedule appointments.

As required

Manage the onboarding process for new customers.

As Required

Manage the company pipeline and create weekly reports for management.

Weekly

Create customer spend reports for customer Head Offices.

Daily

Develop and manage implementation plans for new customers and liaise with different departments and suppliers ensure smoot customer transition.

As required.

Answer incoming calls and handle as appropriate.

Daily

Daily

Research new prospects and develop into leads

As required

Monthly

Be a key internal contact for Head Offices.

Daily

Processing of Sales Orders/Returns for customers and maintain order processing deadlines

Daily

To handle enquiries via live chat facility

Daily

Carry out duties of other colleagues

As Required


Compliance Expectations

• Timekeeping

- 'HILO'

• Honesty, Integrity, Loyalty and Obedience in all contacts with customers and colleagues
• Respect all colleagues at all times
• Respect the company values and uphold the mission statement

Authorisation of use of document
This job description forms part of the contract of employment of the person appointed to this post. It may be changed at the discretion of the management.

As a general term of employment the company may make any necessary changes in job content, or may require the post holder to undertake other duties, at any location in the company, provided that such changes are appropriate to the employee's remuneration and status.

Director Authorisation Signature

Name

Date


Salary:
£30,000.00-£38,000.00 per year


Benefits:

• Free parking

Schedule:

• Monday to Friday

Education:

• A-Level or equivalent (preferred)

Experience:

- customer service: 2 years (required)


Licence/Certification:

• Driving Licence (preferred)

Work Location:
In person

Application deadline: 11/08/2023


Reference ID:
CSE-SPD PM