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Job Description

  • Job Reference:964636LC1_1605882510

  • Job Type: Permanent

  • Job Industry: Business Services

  • Contact Name: Libbie Cunningham

  • Job Location: Leicestershire

  • Job Title: Account Manager (VIP clients)

  • Job Salary: £25000 - £30000 Per Annum

Job Start Date: ASAP

Job Purpose

To manage and improve client engagement and experience, having full responsibility for client on-boarding and fulfilment, continuing client engagement and complaints handling. An exciting and engaging role incorporating the core Croner Taxwise products of insurance, advice and consultancy as well as full ownership of the delivery of My VIP Tax Team.

Job Overview

The Client Experience Manager will have significant experience working with senior leadership and cross-functional teams to improve operational execution and client engagement. Reporting to the Managing Director the successful candidate will have experience of working with client experience teams and operational service delivery teams. You will be confident to project manage service transformation projects, as well as being able to implement insights from mapping our client journey, client feedback scoring and regularly sampling every aspect of our service interactions and engagement.

An exciting role where you can make a real difference working across all the departments within the business and ensuring we deliver the best possible service to our clients.

Day-to-Day Responsibilities

· Ensure all new clients receive an on-boarding call, refining and improving this process, this extends to the fulfilment delivery process.

· Accountability for acknowledgement and resolution of service issues in line with company policy, ensuring that the team are performing within the company SLA’s.

· To ensure that clients are communicated with effectively through the most appropriate channel.

· Review of customer service issues and negative feedback implementing processes and strategies to improve the client experience. This includes ownership of online review platforms.

· Manage and report regularly on the core metrics linked to client experience from on-boarding, service implementation, consultancy delivery, advice delivery, VIP delivery, service follow up, ongoing client support, queries, client dissatisfaction and cancellation requests.

· To review our client experience proposing and implementing enhancements to improve our engagement and delivery.

· To identify training needs and ensure that training is subsequently undertaken, and service delivery improvements are made.

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by your changing role within the organisation and the overall business objectives of the organisation.

Job Goals and Metrics

· To deliver ‘Super Service’ to our clients.

· Ownership of delivery of My VIP Tax Team delivery and Tax Fee Protection Insurance fulfilment.

· To monitor and review the on-boarding process ensuring a positive experience for all new clients across our service offerings.

· To monitor and review all client experience interactions to ensure they are dealt with professionally, courteously and in a timely manner with a root cause analysis undertaken.

· To implement ‘Successflow’ – ensuring that all processes take into consideration the client experience.

· To produce a weekly dashboard highlighting SLA and KPI adherence for onboarding and fulfilment for insurance clients and service delivery for My VIP Tax Team clients as well as identifying any underlying operational or engagement challenges.

· Utilising both automated and manual data to analyse and work with the management across the business to implement the necessary solutions to improve the client experience and reduce service issues or a lack of engagement in our services.

What you Bring to the Team

This position has a high level of visibility across the organisation and you will need to be self-sufficient and confident and be able to communicate clearly and compellingly at all levels of the company. You will be joining a high growth business, we are looking for

· New innovative ideas to improve client retention, engagement and user experience

Previous experience in a client experience manager/team leader position

· A “can-do” attitude – ensuring delivery of Super Service.

· Ability to work in a fast-paced environment with strong time management skills.

· The ability to present complex information in a clear and concise manner to a variety of audiences.

· Highly collaborative with a focus on delivery.

· A dynamic and flexible approach, as well as the ability to work under pressure.

Why Join our Team?

This is a fantastic multi award winning place to work if you enjoy being exposed to a wide variety of customer service issues across all different sectors. The office is fast-paced and busy so we look for colleagues who have a positive and results focused attitude. Through training and development, we make sure that everyone who works here has the resources they need to build their careers.

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