Purpose of the Job
To provide a positive customer experience and maximise sales opportunities for Keylite by :
* delivering excellent levels of customer service
* building strong working relationships with existing and potential customers
* co-ordinating a high volume of quotations for a wide range of roof window and loft ladder products and related accessories
* collaborating with internal teams to support the delivery of technically accurate, timely and commercially astute quotations
Key Responsibilities/Duties
* Promote Health & Safety in the workplace, displaying excellent personal safety and challenging others when unsafe behaviour is observed. This extends to ensuring all your reports are aware of and behave in accordance with the company’s Health & Safety guidelines
* Communicate effectively via email, on the phone and in person
* Instil and maintain a customer service culture (internal and external) where the customer always comes first
* Demonstrate effective use of the Six Agreements of Collaboration
* Check leads to identify and remove duplicate entries at the earliest opportunity
* Review and triage quotations requests from existing and potential customers – internal and external
* Understand customer requirements to support the provision of accurate and time-sensitive quotations
* Co-ordinate the collection of all necessary information
* Enter the baseline information required on the company’s Customer Relationship Management (CRM) system
* Ensure that all documentation supporting quotations requests is uploaded to the company’s CRM system before opportunities are released for quoting
* Collaborate and communicate with internal teams to manage the work flow and ensure quotations are completed accurately and on time
* Prepare and maintain a repository of templates and response content for managing enquiries
* Work closely with Sales Managers to ensure that customers’ needs are understood and met, if not exceeded
* Seek feedback from customers (internal and external) to support continuous improvement in service levels and conversion rates
* Deal with customer queries and provide updates on progress
* Demonstrate a ‘will to win’
* Contribute positively to the achievement of the Quotes Team’s Key Performance Indicators (KPIs)
Other Duties
* Uphold the professional and progressive image of the company at all times
* Maintain confidentiality with respect to all information pertaining to Keylite’s operations
* Ensure that the company’s IT procedures, standards and specifications are recorded and maintained
* Comply with the company’s policies and procedures at all times
* Promote a culture of continuous improvement
* Participate in training and development opportunities provided by the company
* Ensure a flexible approach to working hours to fulfil the requirements of the post and meet project deadlines
* Be prepared to travel to and between sites as necessary to fulfil the requirements of the post and meet project deadlines
Note
As the company expands and/or due to ongoing changes in market conditions and the business environment, it is a requirement of the position to undertake any other reasonable task(s) related to the position you hold.
Core Skills
* Commitment to providing a high quality service to internal and external customers, building partnerships and working collaboratively to meet shared objectives
* Effective communication and interpersonal skills with a naturally customer-focused approach
* Strong IT skills (including proficiency in the use of the Microsoft Office suite)
* Unquestionable professional ethics and integrity
* Strong attention to detail
* Ability to proactively resolve day-to-day operational issues and to effect process improvements
* Strong organisational skills in terms of work planning and time management
* Ability to lead from the front, challenge appropriately and work as a member of a team to meet demanding deadlines
* Willingness to learn and develop working knowledge of Keylite’s products to enhance customer service
* Full UK driving licence
Experience
Essential
* 3+ years’ experience in a fast-paced customer-focused environment handling a high volume of requests from multiple sources
* Strong understanding of the quotation lifecycle
* Proven experience of data input and accuracy
* Demonstrable experience in the use of Microsoft Office solutions, especially Microsoft Outlook and Microsoft Excel or equivalent
* Proven ability to prioritise tasks, meet deadlines and manage multiple tasks simultaneously
* Ability to work collaboratively with internal teams and customers to provide a first class service
* Working knowledge of Microsoft Dynamics CRM or equivalent
* Self-motivated and committed to excellence
Desirable
* Previous experience in a similar role in a manufacturing and/or construction environment
* Proven ability to assess opportunities and develop winning strategies