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This is a position that requires at least 2 years of work experience in the field of CX. The role of “Engagement Operations Coordinator” has close relationships to Shared Services departments including Accounting and Credit Control and also Sales. Allocated responsibility to a region.
Job Responsibility:
Correct setup of the Operations related section of the Salesforce deal sheet tube map for new and renewal deals
Direct client and consultant relationships to verify information and build relationships
Deal Sheet data entry
Contract (SOA/STC/SOW) creation and sending in collaboration with Compliance
Monitoring SOW status (pending vs received) / PO receipt
Support the sales team with their commissions through deal sheet cleanup
Ownership for Consultant / Client Onboarding for new/renewal deals including sending or checking SOAs/SOWs as required
Timesheet and Expense collection and processing including Professional Services agreements, permanent placements or payroll solutions
Consultant invoice processing
Customer Invoice creation and processing (Including Perm)
Direct contact with business associates for timesheet related, other queries, renewals and offboarding
Issue investigation and close collaboration with departments like IT, K2 Konnect Product Support, Credit Control, Accounting or Sales
Processing of credit notes
Requirements:
At least 2 years of work experience in the field of CX
Excellent communication skills: Ability to communicate effectively and professionally with various stakeholders internally and externally
Customer service orientation: Ability to perform in a service oriented role
Organisational skills to ensure the right level of prioritisation whilst multitasking a variety of tasks
Problem solving skills: Ability to understand and solve problems that may arise as part of the day to day operations
Attention to detail: Strong attention to detail is essential to avoid errors and ensure accuracy
Adaptability: Being able to adapt in an ever changing, fast paced environment
Desire to constantly improve efficiencies and processes in the workflow
Teamwork: Collaborate effectively in a team environment