Retention Support Executive
3 Days Old
We are CH&CO a collection ofspecialist businessesandmarket leading brands.
We want our people to love what they do and have fun. We celebrate diversity, and our inclusive culture encourages everyone to bring their whole self to work every day. Working at CH&CO gives our teams the opportunity to work across all of our brands, experiencing the variety of our business and the services we deliver. We are currently recruiting for a Retention Support Executive .
Location : Central London
Rate of Pay : £40,000 - £50,000 per annum
Working Pattern: Monday - Friday, 40 hours per week
Key responsibilities:
Attending and leading retention updated calls for all sectors
Support completion and submission of declaration forms for all sectors
Annual year end budget match from SAP
Arranging QBD Calls as required
Produce Monthly reporting decks as required
Tidying up CRM - Unit declarations - can consist of MIP and SAP Changes along with new CRM contracts
Uploading/Updating whitepapers - ALL Sectors
Month end reporting - Managing retention exception reporting, resolving any queries, checking accuracy of retention declarations, refreshing all sector reports. Saving sector reports monthly and distributing to relevant Retention team
Investigate/Escalate UKI User issues to Systems Manager as required
Enable & Promote CRM data quality & integrity and optimum usage in line with best practice
Support for business users & Support CRM Inbox queries for all users
Investigate/Escalate UKI User issues to PDC Systems Manager as required
Create and distribute end of month Sales/Retention packs
Manage Month End and Year end Process for CRM
Oversee Month End Exception Reporting process and CRM lockdown
Engaging with Group support for issue escalation as required e.g. adding new competitor value
Supporting the team with administration and coordination tasks as required
Our Ideal Candidate:
People focused
Good eye for detail
Essential Experience:
2 Years + CRM Experience (MS Dynamics preferable)
Intermediate knowledge of Excel including Pivot tables, V Lookups for Data Analysis. Data Management experience would be useful
Intermediate knowledge of Microsoft systems to include Word, Excel, PowerPoint and Outlook preferred
Understanding of sales process and key stages
Experience in capturing and interpreting insights to translate into actionable project plans
Excellent communication skills (via e mail / phone)
Proficient team player
Experience at operating to deadlines under tight time scales
What's in it for you?
Working with CH&CO has its perks! People are at the heart of everything we do, so we've developed a range of benefits to keep you happy.
Personal Development and Training opportunities
Life assurance scheme
Pension scheme
Holiday allowance
Private medical eligibility
Eye care
A great wellbeing strategy - including access to our Employee Assistance Programme, salary finance
Family friendly support
Regular social events and communication with our leaders
A holiday purchase scheme
Volunteering days
Professional subscriptions
Recognition schemes and people awards
Long service awards
Access to some great high street discount vouchers
TPBN1_UKCT
- Location:
- Central London
- Job Type:
- FullTime