Client Service Executive

Best in class Operations support and insights to the Client, Client Services Manager and Field Sales Manager. This role requires a champion of the CPM values – We Care, We are Curious, We Achieve Together – at all times delivering on-time and professional presentation of all designated operational activities for both client and head office functions

Operations

• Preparation and distribution of Client Reports as per Agreed Contract Timelines

• Production of meaningful and concise Insights /Intelligence Reports from Data collected
• Assistance with client presentations in support of the Client Service Manager
• Data loading and digital content management on Power Bi
• Analysis of visit submissions vs reporting and call schedules and flag any concerns to the National Sales Manager and Client Service Manager
• Issue resolution and assistance with field and client queries daily
• Assist all account staff with IT requests and issue escalation and resolution
• Proactively review current process with a view to improve and streamline where possible
• Facilitate ordering, allocation and distribution of program Assets with all field staff
• Maintain account staff contact details and assets and equipment log
• Maintain asset log of all vehicles, vehicle assets, fuel cards, tolls and insurance for team
• Compile and submit allocation and dispatch reports for field staff and client
• Process onboarding and offboarding of team members when required
• Update and Maintenance of Field Team Call files
• Liaise with Tactical Team to arrange call coverage when required
• Organisation and coordination of any client or field team meetings/conferences required throughout the year
• Collation and submission of weekly timesheets for all account staff
• Development of training materials for the field team, Eg. Any new OH&S modules
• Postage and dispatch duties to field team members when required
• Preparation of Team Newsletter
• Conducting regular compliance audit calls for the field team when required

Logistics and Assets co-ordination

• Facilitate ordering, allocation and distribution of program Assets with all field staff
• Maintain account staff contact details and assets and equipment log
• Maintain asset log of all vehicles, vehicle assets, fuel cards, tolls and insurance for team
• Compile and submit allocation and dispatch reports for field staff and client

General Account Administrative Responsibilities

• Process onboarding and offboarding of team members when required
• Update and Maintenance of Field Team Call files
• Liaise with Tactical Team to arrange call coverage when required
• Organisation and coordination of any client or field team meetings/conferences required throughout the year
• Collation and submission of weekly timesheets for all account staff
• Development of training materials for the field team, Eg. Any new OH&S modules
• Postage and dispatch duties to field team members when required
• Preparation of Team Newsletter
• Conducting regular compliance audit calls for the field team when required

Requirements

Required Experience & Competencies:

• Minimum of 2 years’ experience in an operations or administrative role
• Strong attention to detail with can do attitude
• Excellent verbal & written communication skills
• Highly motivated with ability to work on own initiative and prioritize workload
• Proficient in MS Word, Excel and PowerPoint

Essential

• Previous experience in IT, operations, reporting, administrative role
• Ability to perform in a team environment
• Strong written, verbal and phone communication skills
• Initiative and ability to perform independently and without direct supervision
• Problem solving skills
• Attention to detail
• Effective time management and organisation skills
• Commitment to customer satisfaction and project success
• Commitment to process and account improvements through constructive critical appraisal of role
• A digital mindset (A person with a digital mindset applies technology to become more efficient and collaborative - someone who is relentlessly curious, questions the status quo and one who doesn’t limit themselves to the job scope

Benefits

• Competitive Salary
• Companywide recognition awards + regular Company events and activities
• Discounted Health Insurance
• Access to company pension provider
• IVF Support Policy
• Enhanced Maternity & Paternity Pay
• Reward & Recognition through our People Awards Scheme
• Fast career development and progression opportunities for performers from 6 months
• Employee Assistance Program
• Discounted Health Insurance
• Active Diversity and Inclusion teams across the business
• IVF Support Policy
• Regular Company social events and activities
• Bike to Work Scheme
• TaxSaver Scheme – discounted travel tickets
• Employee Referral Payment Scheme
• Structured Personal development Plan
• Company Pension