Job Title: Portfolio Analyst
Based: Chichester / Hybrid
Role: Full time Permanent
Salary: £24,570 plus bonus and career path
Main Responsibilities for the Portfolio Analyst:
1. Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software.
2. Develop a detailed understanding of tariffs and charging methodologies, using this to analyse invoices within SLA.
3. Data steward, ensuring a high level of accuracy & robust data quality.
4. Interrogate invoices to ensure retailers are providing accurate information for customers, challenging them as appropriate & tracking resolution through the billing query process.
5. Regularly review and compare data between company CRM and the central market, investigating and correcting disparities.
6. Investigate & explain variances and trends, providing insight internally & to customers.
7. Validate both paper and electronic billing to ensure customer contract SLAs are achieved.
8. Develop a strong knowledge of market structure and tariffs, providing insight as to the impact of any updates on the team and wider business, and use this knowledge to identify savings opportunities.
9. Complete payment files in appropriate branded format on a customer agreed timeframe to ensure invoices are paid.
10. Review & update CRM data regularly, in conjunction with other analysts to ensure data is high quality.
11. Challenge retailers on inaccuracies in invoices and track resolution through the billing query process.
12. Provide updates to other team members as required.
13. Manage incoming email queries from customers, retailers & other sources in a prompt & polite manner within contractual SLAs.
14. Promptly answer inbound calls, dealing with all callers politely and professionally.
15. Meet regularly with the Account Management Team as required, identifying action points from meetings & reports, following through to resolution and communicating progress.
16. Ensure effective communication throughout the Operations Team, proactively collaborating with all analysts & supporting in completion of any relevant tasks to provide the best customer outcomes.
17. Identify project opportunities & support in delivery of these across the Operations Team.
18. Support during the onboarding process for new customers.
Ideal Applicant for the Portfolio Analyst:
1. Proactive
2. Efficient
3. Commercially aware
4. Meticulous and diligent
5. Accuracy focused
6. Organised
7. Strong communicator
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