The role of Customer Experience Manager, you will collaborate closely with your Sales and operational colleagues to streamline and enhance the efficiency, effectiveness, and success of the customer experience. Your primary focus will be delivering exceptional service to our clients, suppliers, and funders.
Key Responsibilities:
- Efficiently manage and coordinate the sales process among clients, suppliers, and funders, demonstrating excellent communication skills, attention to detail, and a sense of urgency.
- Conduct credit searches promptly, prepare finance proposals, and liaise effectively with funders and sales teams.
- Generate, arrange and issue all necessary finance documentation accurately and promptly, ensuring accuracy on the first attempt.
- Raise required invoices and ensure timely payments within the sales process.
- Accurately process and record sales using our CRM and Proposal Management system.
- Capture and maintain comprehensive details of clients, suppliers, and funders.
- Foster strong working relationships with clients, suppliers, and funders throughout the sales process through effective communication.
- Provide outstanding levels of service to all customers and partners.
- Stay updated on customer needs and available options.
- Identify opportunities to for other products
- Maintain positive working relationships with other departments within the organization.
- Contribute positively to individual, departmental, and company objectives.
- Ensure compliance with all relevant regulatory standards and internal policies.
Personal Attributes:
- Excellent verbal and written communication skills.
- Strong organizational and time management abilities.
- Exceptional attention to detail.
- Teamwork and interpersonal skills.
- Personable and self-motivated.
- Ambassador of One. or values, ethos, and objectives.
Required Skills and Experience:
- Excellent knowledge of business finance.
- Good proficiency in Microsoft products, including Word and Excel.
Please note that this list is not exhaustive, and you may be required to perform other duties as a business requirement, as long as they are reasonable and within the general scope of your role. Your position profile may be reasonably modified as necessary to meet the evolving needs of the business.
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