Key skills
SalesforceCRM
About this role
Role Overview
- Manage consultant diaries and book visits across a six-week window
- Maximise productivity by filling cancellations and late availability
- Prepare consultants for site visits and gather key client information
- Handle incoming calls and set clear expectations
- Manage holidays and training in diaries
- Reduce travel through smart geographical planning
- Keep accurate records in Salesforce
- Balance workloads and support rota management with Consultants and Regional Managers
- Assist with KPI reporting and make welcome calls to new clients
Requirements
- Highly organised planner to coordinate schedules
- Strong ability to manage and prioritise tasks
- Solid working knowledge of Microsoft 365 (Excel and Word)
- Experience in a customer service or delivery focussed role
- Confident handling enquiries via phone, email, and Teams
- Experience with CRM or case management systems is advantageous
Benefits
- Great Benefits
- A supportive and inclusive work culture
- Work/Life balance