Salary: £tbc
Location: Northwich, Cheshire / Remote
Contact: dan.garbett@mis-ams.com
Reporting To
Head of Customer Engagement
Skills
- Housing Sector Experience / Knowledge would be beneficial but not mandatory
- Experience of ActiveH would be beneficial but not mandatory
- JIRA and Confluence skills would be beneficial but not mandatory
- Good documentation skills
- Good communication skills (written and verbal)
Role Outline
- Account Management
- RFC and Quote Management
- Third party contract management
- New Business/Sales
Product Knowledge
- Gather ActiveH product knowledge over time and gain a greater understanding of the customer working practices
- Work closely feeding into the Best Practice (BP) build strategy
- Support the company to review legislation changes and articulate the impact to the products and services.
Responsibilities
Customer Engagement Management (Remote or Onsite)
- Establish and develop productive professional relationships with up to 20 customer accounts with the aim of retaining customers.
- Ongoing written and verbal communications with customers
- Organise, manage and schedule Account Management Meetings and at least quarterly account management calls.
- Deliver high quality Account Management meetings and produce professional standard minutes.
- Seek feedback on services provided (including ongoing projects) and customer satisfaction with products and services.
- Coordination of third-party arrangements procured through MIS including initial coordination with third party suppliers and annual renewals and invoicing process.
- Hold strategic level discussions with client senior IT Managers or Directors to understand client strategy.
- Maximise opportunities to upsell products and services by:
- identifying appropriate MIS solutions or services to help clients deliver their strategy.
- Delivering demonstrations of new product features or new products during Account Management meetings where applicable
- Identifying situations where discovery or re-discovery days may be beneficial to the customer to help realise greater value from the ActiveH System.
New Business Sales
- Support of tender process
- Able to confidently demonstrate software to potential clients and their senior staff and to demonstrate products at user groups, conferences and exhibitions.
- Ability to communicate effectively and proactively with prospects, consultants, customers, other Directors and departments.
- Initial production of proposals and costings for ActiveH prospects to be finalised and signed off by Head of Customer Engagement
- Attendance at daily Customer Engagement Team meetings to discuss activity for existing accounts, prospects and opportunities.
- Maintenance of the Customer Engagement documentation libraries and CRM solution, ensuring that all documentation is produced to a high standard and all information is up to date.
Quote Creation (Request For Change Analysis)
- Assessing RFC requirements with the customer and facilitating the logging of RFC’s on the Jira service desk
- Liaising with Customer Services to ensure that Quotes are produced in a timely fashion for approval by the relevant director / manager.
Customer Software Trials
- Organise software trials and manage the trial period.
- Liaise with Customer for feedback on the trial outcomes
Ad-hoc
- Attend Project and Discovery meetings where the project manager has requested your presence and input
- Involvement with planning events and marketing collateral
- Attend exhibitions along with other members of the Customer Engagement team, managers and directors and engage with delegates with the intent on gathering leads.
Behavioural Competencies
- Act in a friendly and professional manner to both colleagues and customers
- Follow company current dress and behaviour codes
General
- Demonstrate excellent time keeping
- Carry out any other duties that the company deems necessary.
- Mainly working from home, some office visits as and when required
- Possible site visits as and when required