Portfolio Specialist

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.  

The role will involve:

•  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, on occasion may be required to attend face to face meetings.
• 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 the Salesforce and Back Office applications.
• Collaborating with our 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.

You will be a tenacious, driven, and ambitious individual with excellent customer service and persuasive skills and someone who sets and achieves high standards. You will be keen to develop a career in sales but will also enjoy the customer service element of a sales role. Your communications skills will be second to none and you will be someone who enjoys working to targets.

You will also have/be:

• Confident, in person and over the phone
• Good presentation skills
• 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