Client Relations Executive
Location: Yeovil (office-based - NOT hybrid)
Hours: Monday to Friday, 8:00am - 5:00pm
Salary: £28,000 - £35,000 per year (depending on experience)
My client is a well-established business supplying their product to companies across the UK. They focus on reliable, high-quality and sustainable products, and are looking for someone to help look after and grow their customer base.
Key Responsibilities
Manage a set group of customers: build regular contact with them by phone, email and occasional visits, so you understand their business, what they buy and what they may need in future.
Grow sales within your accounts: look for chances to increase order values, introduce new products and win extra business, while protecting profit margins.
Handle day‑to‑day enquiries: take incoming calls and emails, give product information, advise on options, lead times and pricing, and make sure customers get clear and accurate answers.
Prepare and follow up quotes: create quotations based on customer requirements, send them out quickly, and follow up to turn them into confirmed orders wherever possible.
Process and manage orders: enter orders into the system accurately, check pricing and delivery details, monitor progress and update customers if anything changes.
Solve problems and complaints: investigate issues such as late deliveries, quality concerns or invoicing queries, work with internal teams to fix them, and keep the customer informed.
Plan your accounts: review customer spend and activity, spot trends and risks, and create simple account plans so you know where to focus your time.
Maintain records: keep customer contact details, call notes, quotes, opportunities and order history up to date in the CRM/ERP systems so information is accurate for you and the wider team.
Work with internal teams: liaise with operations, warehouse, customer service, finance and marketing to make sure orders run smoothly and customer promises are met.
Support campaigns and promotions: follow up on leads from marketing campaigns, product promotions or "blitz days" and work to convert these into new or repeat business.
What my client is looking for:
Experience in customer service, account management or B2B sales.
Confident communicator, both on the phone and by email.
Good IT skills, ideally including Microsoft 365 and CRM systems (e.g. Salesforce).
Organised, reliable and able to manage your own workload.
Positive attitude and a strong focus on good customer service.
23 days holiday plus Bank holidays
Free Parking
Pension
Paid Lunch