Client Services Administrator at Planet Intelligent Technology, Weybridge

Planet Intelligent Technology Limited · Direct employer

£25,500 – £27,000 a year

Weybridge · Permanent

Job Description Summary

Engage with customers in response to sales enquiries fulfilling requirements of quotations, purchasing, delivery and sales invoice preparation.

Duties, Tasks and Responsibilities include

  • Answering incoming calls promptly in a clear & professional manner
  • Monitor, manage and respond to BOP e-mails
  • Monitor and manage inflight BOP requests
  • Manage company supplier database
  • Liaise with suppliers to obtain competitive quotes and availability
  • Maximize approved supplier portals for stock availability, pricing, ordering and tracking through to delivery confirmation
  • Build client quotes on the system, follow checking and approval process, manage process through to obtaining client approval
  • To ensure you understand unique customer approval process, which must be followed and recorded accurately
  • Upon customer approval of quote create and issue sales orders as confirmation
  • Raise official purchase orders and manage approval as required
  • Managing orders with suppliers to include chasing, tracking, communicating ETA’s through to delivery of stock
  • Managing incoming deliveries, receipt stock on the system and process through to service
  • Process current orders, where stock is available, with Service to meet customer delivery requirements
  • Ensuring goods packaged and delivered, liaising with courier or delivery companies and customer
  • Raise SOW’s for e-sign as required and process through to client approval and ensuring filing as required with SO’s for project works.
  • Managing customer contract renewals as requested by account managers. Obtaining of supplier quotes, customer quoting as advised through to obtaining customer approval and advising billing once received to file for contract renewals.    
  • Always act in the best interest of the Company
  • Identify sales opportunities and escalate to the customer’s account manager
  • To adhere to the processes and systems for Risk and Health and Safety Management within the company, including workplace and risk assessment
  • To undertake additional tasks that may be reasonably requested of you

Principal Knowledge Requirements

  • Email Management
  • Vantage Online
  • Halo Service Tool
  • Microsoft Office Suite
  • Adobe Acrobat

This job description is intended as a general indication of the main duties, tasks and responsibilities of the job and does not include detailed instructions on how tasks are undertaken. You may be required to carry out additional tasks relevant to your job role as necessitated by growth in the organization to meet the needs of the business.

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