Working with a dedicated Contracts Manager, support a defined customer list to deliver job management on a variety of service jobs including contracted works.
Utilizing the companies CRM software, and with direction from the Contracts Manager – manage a series of jobs at varying stages and ensure a high level of service is always delivered.
Engage with customers to deal with their reactive and preventative service requirements – understanding the urgency and severity of all enquires and responding with the appropriate speed.
Manage the forecasting and scheduling of up-coming works with the operations team – ensuring dates are in-line with customer expectations and resource is allocated from a shared pool.
Generation and administration of all job documentation – including RAMS and work-packs so engineering staff have all the required information pre job commencement.
Ordering of all materials and services for confirmed jobs.
Produce and send technical quotes to customers, with direction from the Contracts manager.
Preparation of completed jobs for invoicing – ensuring all services and materials are captured and detailed.
Chasing and administrating client purchase orders, ensuring they are assigned to the relevant job(s) and that job owners are made aware.
Act as an SME for the companies CRM software, with training provided. Utilize the CRM software to its fullest and ensure its consistently up to date and as accurate as possible. Producing complex reports for tracking KPI’s.
Preparation of customer service certificates and documents relating to jobs/projects.
Issue job appointments and communications to Engineering staff, ensuring a seamless dialogue between on-site and off-site team members.
Lead on the booking and management of travel and accommodation for jobs. Ensuring personnel have full details of all arrangements.
Lead on the booking and management of logistics tasks, arranging courier companies to collect and distribute parts and/or equipment.
Source and order parts and materials for stock at the Workshop Manager and/or engineering staff requests - utilizing the business stock system and CRM software.
Greet visitors and answer incoming phone calls, directing to the relevant person/department.
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