Client Engagement Executive

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Responsible growing our business by finding new opportunities, researching leads, managing our on-boarding and implementation process.  Our subject matter expert, providing ongoing support throughout the life-cycle of our contracts, ensuring new and established clients get the most out of our full suite of services.


Core Responsibilities:

•          Update and maintain our CRM system

•          Target existing clients, lapse clients and new clients with bespoke marketing messages

•          Facilitate CRM campaigns, follow up on targets and generate leads for Area Directors

•          Managing new client on-boarding and implementation process

•          Subject Matter Expert, organise and deliver training to clients either in person or remotely

•          Continuous monitoring of new client/branch order activity

•          Assisting AD on identifying initial solution requirements through discovery sessions with clients

•          Assisting AD on scoping and pitch/proposal activity

•          Liaise with OM & TDM on the on-boarding of new clients.

•          Liaise with Marketing Manager to help develop and deliver our marketing strategy

•          Liaise with AD to assist with regional development and escalate complaints where appropriate

•          Liaise with Head of IT products (feedback and enhancements)

•          Supplying Marketing Manager with monthly blog ideas/content

19 February 2021
Estate Agent (sales)
Buckinghamshire, Milton Keynes