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Customer Service Representative/Client Manager

Posted 26 February by Crunch Ended

About you:

Are you a driven and motivated individual who thrives on delivering excellent customer service and being able to make a real difference to our clients’ experience? Do you want to be part of our goal to become the No.1 accountancy firm in the UK?

About the role:

As a Customer Service Representative you will naturally have the following:

  • The ability to engage with people and build professional relationships easily.
  • Excellent communication skills - oral and written.
  • Excellent attention to detail.
  • A proactive approach and be happy to take on responsibility.
  • Be organised and used to working in a busy environment.
  • The knowledge and ability to use web based CRM systems such as; Salesforce.

You will be responsible for:

  • Providing excellent service to clients using a blend of phone and electronic media to provide support, advice and encourage the uptake of additional services.
  • Managing your own group of clients building excellent working relationships and managing tasks and actions associated with client accounts.
  • Ensuring Service Level Agreements are met and maintained.
  • Advise clients on use of the Crunch software.
  • Maintaining client records in the Crunch CRM system and document management system.
  • Managing clients’ registered office post, including scanning.
  • Referring tickets to the Accountant or Technical Teams as required.
  • Engaging in the improvement of our customer FAQ’s (system and accountancy related)
  • Obtaining feedback from customers and reporting back findings.
  • Recovering service if things go wrong or escalating to your Team Manager if required

About us:

We offer a range of staff benefits including a Company Pension, Life and Health Cover, free fresh fruit, free breakfasts in our Crunch cafe, Cycle to Work scheme, half day on your birthday, discounts at local food/coffee establishments, and a relaxed, friendly, learning environment to thrive in. You will work with great new technologies and colleagues, improving your skills to develop your career as we grow together.

Required skills

  • Communication Skills
  • CRM
  • Customer Service
  • Reporting

Reference: 34552834

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