Vanta Staffing High Wycombe are looking for a Customer Success Planner for our local client. The ideal candidate will have excellent customer service and organisational skills. It is preferred if you have experience working with CRM systems and job scheduling.
Monday - Friday
9.00am - 5.30pm (1 hour lunch)
GBP26000 - GBP27000 basic + up to 10% target bonus, commission and incentives.
The duties of the Customer Success Planner are:
Collecting and analysing customer data
Managing relationships using CRM systems and ensuring the CRM information is up to date
Developing new ways to meet customers needs
Handling customer complaints
Developing marketing campaigns to attract new customers and retain current customers
Collaborating with sales, marketing, customer service and operations teams to improve the customer experience
Exploring new features and streamlining processes through CRM system
Process automation
Creating job worksheets
Creating mailshot templates to send out to customers with news or product offers
Ensuring tablets and other hardware are up to date and ready for use on site
Daily communication with engineers, customers, and warehouse
Training and adding new engineers onto the system
Helping to manage and maintain our fleet of vehicles
Answering incoming calls and emails to Operations from customers
Allocating and route planning engineers work to CRM system ensuring best fuel and time efficiency
Producing kit and equipment required reports for all service runs scheduled for the warehouse
Maintaining alerts and contact details for all sites on our CRM to ensure automated booking/site access
Following up with issues on sites as part of customer service and success
Accepting, updating, allocating, closing jobs on customer portals
Completing work submission spreadsheets for invoicing purposes
Ensuring work permits are in place
Updating yearly permits, RAMS, process guides
The requirements preferred but not essential of the Customer Success Planner are:
2 years experience in a similar role
Excellent customer service skills
Job Scheduling
CRM system experience (BigChange/JobWatch preferred)