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Trials and funding administrator

Malvern
Permanent
Smartbox Assistive Technology Careers
Posted: 2 October
Offer description

Join us at Smartbox as a Trials and Funding Administrator!

Are you a passionate Trials and Funding Administrator looking to make a real impact by giving a voice to those without speech Smartbox is looking for a dedicated individual like you to join our team and contribute to enhancing the lives of people with disabilities.

Your Impact:

As our Trials and Funding Administrator, you will:

1. Qualify, assess, and triage all incoming trial requests.
2. Liaise with AT Specialists for pre-qualification when necessary (e.g., new or uncertain clients).
3. Send triage emails for various product requests (e.g., Windows vs iPad).
4. Allocate trials independently or in coordination with AT Specialist schedules.
5. Book face-to-face or virtual set-ups in collaboration with the Sales Coordinator and teams' diaries.
6. Ensure all correspondence is accurately tracked in the CRM using the correct process.
7. Continued support to clients where needed, including funding guidance and signposting.
8. Maintain professional email and phone communication standards.
9. Assist with booking and monitor client collections, updating records daily.
10. Work closely with the Trials Coordinator to align device availability with upcoming schedules.
11. Conduct quarterly stock takes with the Trials Coordinator, assisting with stock returns and allocations.
12. Provide cover for the Trials C...

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