Customer Experience Manager

East Lancashire Services Ltd; Bolton; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading company in the Financial Services industry seeks a Customer Experience Manager to enhance client relationships and streamline service delivery. This role involves managing the sales process, ensuring compliance, and generating finance documentation. Ideal candidates will possess strong finance knowledge, CRM experience, and excellent communication skills.

Responsibilities

• Manage and coordinate the sales process with clients, suppliers, and funders.
• Conduct credit searches and prepare finance proposals.
• Ensure compliance with all regulatory requirements.

Skills

Finance industry knowledge

IT skills

CRM system experience

Excellent verbal communication

Excellent written communication

Exceptional attention to detail

Excellent analytical skills

Self motivated

Ability to prioritise workload

Job description

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On behalf of our client in the Financial services industry we are recruiting a Customer Experience Manager.

Job Overview
As a Customer Experience Manager, you will collaborate closely with the Sales and Operational teams to streamline and enhance the customer experience.. The primary focus will be delivering an exceptional service to clients, suppliers and funders.

Responsibilities

• Manage and coordinate the sales process with clients, suppliers and funders
• Conduct credit searches, prepare finance proposals and liaise effectively with funders and sales teams
• Generate all necessary finance documentation
• Raise invoices and ensure timely payments
• Accurately recording processes using CRM system
• Capture and maintain comprehensive details
• Generate build and maintain excellent working relationships with clients, suppliers and funders
• Identify opportunities for other products
• Ensure compliance with all regulatory requirements, standards and policies.

Skills and Experience

• Finance industry knowledge
• IT skills and experience of working with a CRM system
• Excellent verbal and written communication skills
• Exceptional attention to detail
• Excellent analytical skills
• Self motivated
• Ability to prioritise workload

If you are ready to take on this exciting challenge as a Customer Experience Manager, we encourage you to apply today!