Overview
The Portfolio Specialist position is a hybrid Sales and Service role within the SearchFlow Sales Team. You will be responsible for supporting our customers through the lifecycle of their project from mapping to submission.
Responsibilities
* Providing support to our customers through the entire lifecycle of new and existing projects in line with the expected SLAs and performance standards, including but not limited to mapping, quotation, query support and resolution, completion collations and post completion qualification.
* Effectively qualify all incoming project requests, tailoring our product and pricing offering dependant on customer and project needs with a focus on maximising revenue.
* Communicating with our customers through email, inbound and outbound calls, and attend face-to-face meetings as required.
* Managing pipeline effectively and communicate project and opportunity progression to the Portfolio Team and wider Sales team through face-to-face meetings and updating Salesforce records as per the expected standards.
* Maintaining up to date and detailed records of all portfolio/project related activities through Salesforce and Back Office applications.
* Collaborating with customers to understand their specific Portfolio feedback and needs, then work with the Head of Portfolio and Portfolio Team Leader to continue developing and enhancing our processes and service.
Qualifications
* Confident, in person and over the phone
* Organised and methodical
* High attention to detail – ability to work on large scale projects with high levels of accuracy
* Able to thrive in a hardworking and dynamic team
* Comfortable in challenging and being challenged
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