Job Title: Portfolio Analyst
Based: Chichester / Hybrid
Role: Full time Permanent
Salary: 24,570 plus bonus and career path
Main Responsibilities for the Portfolio Analyst
* Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software.
* Develop a detailed understanding of tariffs and charging methodologies, using this knowledge to analyse invoices within SLA.
* Data steward, ensuring a high level of accuracy & robust data quality.
Key Tasks
* Interrogate invoices to ensure retailers provide accurate information, challenge discrepancies, and track resolution through the billing query process.
* Review and compare data between the company CRM and the central market, investigating and correcting disparities.
* Investigate & explain variances and trends, providing insights internally & to customers.
* Validate paper and electronic billing to ensure customer contract SLAs are met.
* Develop a strong knowledge of market structure and tariffs.
* Provide insights on the impact of updates and identify savings opportunities.
* Complete payment files in branded format within customer-agreed timeframes to ensure timely payments.
* Regularly review and update CRM data with other analysts to maintain high data quality.
* Challenge retailers on invoice inaccuracies and track resolution.
* Provide updates to team members as needed.
* Manage incoming email queries from customers, retailers, & other sources promptly and politely within SLAs.
* Answer inbound calls professionally and courteously.
* Meet with the Account Management Team regularly to discuss progress.
* Identify action points from meetings & reports, follow through to resolution, and communicate progress.
* Ensure effective communication within the Operations Team, collaborating proactively with analysts and supporting relevant tasks.
* Identify project opportunities and support their delivery across the team.
* Assist during onboarding of new customers.
Ideal Applicant
* Proactive
* Efficient
* Commercially aware
* Meticulous and diligent
* Accuracy-focused
* Organised
* Strong communicator
#J-18808-Ljbffr