Job Summary
We have a fantastic opportunity for a driven and dedicated individual to join our Servicing team. The Servicing Accounts/Sales Administration Officer will manage all aspects of servicing jobs for a busy local Roller Shutter company – from acquiring and retaining business, providing quotes, scheduling work to our Servicing Engineers, maintaining asset registers, and ensuring seamless administrative operations.
The Servicing/Accounts Sales Admin Officer will also take a role in managing the maintenance and compliance with Safe Contractor policies and procedures, and have the experience and flexibility to carry out varied office duties.
Responsibilities
· Seeking out, establishing and maintaining relationships with operational contacts within each client and proactively developing and retaining key customer accounts.
· Proactive sourcing of new service clients.
· Providing high quality, up-to-date documentation for all service arrangements.
· Maintenance of asset logs for customers with dates when servicing is due.
· Maintaining up to date servicing policies and checklist.
· Tracking all new installations and creating quotes for clients when the annual service is due.
· Proactive chasing of service quotations.
· To create and maintain the monthly service schedule of work that meets SLAs, including any recommended prioritisations, and contact the premises managers to agree the booking for the visit
· scheduling work to our Servicing Engineers
· To liaise with clients via their preferred method – such as uploading job sheets, timesheet information, quotes and invoices to a web portal, responding and complying to SLAs, or via email.
· Keeping Servicing cost information up to date.
· Making sure that all client account and contract details are up to date.
· Escalating operational issues to Roller Shutter Services Director.
· Produce method statements and risk assessments when clients require.
· Develop working knowledge of industry regulations, restrictions, and laws, and ensures service department adheres to all regulations
· Raise Invoices and liaise with accounts.
· Handle customer inquiries via phone, email, or in person with professionalism and enthusiasm.
· Create management reports for clients or for the Director when required.
· Manage maintenance of staff annual leave calendar, engineer queries, and new starter inductions.
· Maintenance and compliance with Safe Contractor policies and procedures.
· Support the Director and Technical Operations Manager with varied office duties as and when required, such as – fleet management of company vehicles.
· Support the Technical Operation Manager with the regular auditing of work being done and customer service being provided to ensure all standards are met and that servicing work is carried out effectively, correctly, and thoroughly.
Requirements
· Proven experience in sales administration or customer service roles with strong administrative skills.
· Proficiency in Microsoft Office (Word, Excel, Outlook) and IT skills to navigate various software applications efficiently.
· Knowledge of Sage accounting or similar financial management tools is a plus.
· Previous experience with computer literacy, including familiarity with Microsoft Excel for data analysis and reporting.
· Excellent communication skills in English, both written and verbal.
· Strong organizational skills with the ability to prioritize tasks effectively.
· Ability to manage time effectively in a fast-paced environment while maintaining attention to detail.
· This is going to be a busy but rewarding role, and you must be able to remain calm and professional and work well under pressure.
· Strong attention to details in maintaining records and understanding and complying with policies and procedures.
· Good numerical skills.
· Able to work on own and take responsibility to complete tasks.
· Confidence, patience, politeness, tact and diplomacy, when dealing with difficult situations and managing complaints.
· Experience in negotiating and working with suppliers and customers.
Schedule
Hours of work are 8am to 4.00pm, 7½hour shifts.
5 days a week – Monday to Friday – 37½ hour working week
Job Types: Full-time, Permanent
Pay: From £13.50 per hour
Expected hours: 37.5 per week
Benefits:
Work Location: In person
