Auteur: EXCIS MDG
Email HumaResources@excis.com
Contact: M0IDM4IDcwNiAzMg==MD
BUSINESS DELIVERY EXECUTIVE
Purpose
Reported to the Business Development & Delivery manager, you will be the first point of contact for all client and customer queries to ensure high quality partner, Strategic Alliance, Practitioner and Client support is provided proactively. Supporting Sales & Marketing to provide an excellent customer experience to all Partners/Strategic Alliances, Practitioners and Clients with particular responsibility for:
• Client Relationship Management
• Client Helpdesk
Key responsibilities
Client Relationship Management (Global)
• Preparing CRM data
• Entering CRM data
• Administering processes requiring multiple inputs e.g. collating responses
• Be an expert user in CRM system to support Sales, Marketing and Client Support
• Manage onboarding of practitioners and partners
• Account management of Practitioners with low level usage through personal contact and electronic communication
• Provide administrative support for Sales team
Client Helpdesk (Global)
• Educating users in the use of the Lumina online platform, products and services
• Be first point of contact for clients, UK practitioner and partner/SA contacts – answering telephone calls and emails
• Providing sales support as required
• Providing product-specific assistance to new and existing clients using product knowledge
• Work closely with the UK Sales team
• Directing clients/partners and practitioners to resources available
• Offering basic advice on appropriate use of resources
• Managing content relating to proposals, sales resources and templates
• Identifying customer needs and referring requests to sales team for the production of new materials
• Developing content based on existing templates
• Taking content from product development and Systems and IT teams to communicate and educate practitioners, partners and strategic alliances
• To develop an in-depth knowledge of the product range and resources
Admin Support – to provide admin support to the Global Office as required
Other ad hoc projects as required
Qualification
• Sound Educational background
• English & Maths to GCSE or equivalent
Training and experience
• Customer Relationship Management
• Client support
• Database management
• IT literate
• High level of English
Personal attributes, aptitude and abilities
• Sociable, Logical, Structured, Reliable, Practical, Measured, Collaborative, Empathetic
• The ability to explain complex information in a clear way
• Professionalism and commitment
• Excellent interpersonal, oral and written communication skills
• IT proficiency
• Confidence to know where your expertise ends and another team members begins
• Organisational skills with the ability to work under pressure and to deadlines
• Analytical and logical problem-solving skills
Required Competencies:
• Agile Learning
• Working under pressure
• Pursuing and achieving goals
• Planning and organising
• Gathering and analysing information
• Supporting others
• Working together
