Client Estate Analyst in Preston

LocationHome based/KirkhamVacancy TypePermanent/Full TimeJob ProfileJob SummaryInspired is a market leading, technology-enabled provider of energy and sustainability solutions in the UK - supporting businesses to transition to net zero carbon and manage their response to climate change.Established in 2000, we became the first publicly quoted advisor following a successful AIM debut in 2011. We are now the UK’s number one destination for businesses seeking expert insight and advisory services to help them manage their energy costs, reduce their carbon emissions and prove their net zero carbon and ESG strategies to their investors and customersWe are looking for a Client Estate Analyst to join our successful I&C Division. This role is home based with occasional travel to offices required. Role and ResponsibilitiesThe Client Estate Analyst (CEA) manages day-to-day estate activity for a portfolio of large, high-value, multi-site clients whose estates change frequently. Working closely with the Account Manager, the CEA is the client's day-to-day contact for site and supply queries, building strong relationships and keeping their estate running smoothly.In practice, the CEA will:Be the client's first point of contact for non-billing site and supply queriesTake each new site from pipeline through to a live supply contractKeep the client's estate records accurate across Sugar CRM and client site listsCoordinate with other Inspired teams, suppliers and third parties to resolve issuesWork alongside the Account Manager in client meetings and callsThe successful candidate's responsibilities will include but not be limited to:New site onboarding and pipeline managementManage each client's pipeline of new sites, working with clients, landlords, developers and estates teams to ensure supplies are live by the opening dateGather utilities data for each new site, including meter details and the current supplier, and verify live dates using industry data systemsArrange changes of tenancy with incumbent suppliers so the client becomes the registered customer, following up with the client for any missing informationAdd new sites to the client's group utility contractsCollaborate with other delivery teams to ensure services such as meter operation are contracted for each new supplySupport the technical services team in securing supply contracts for new connectionsMaintain a complete document record for each new site, including tenancy forms, signed contracts and supplier confirmationEstate management and data accuracyMaintain accurate site and meter records in the CRM system (Sugar) and client site lists, in line with each client's requirementsAdd new sites and meters to the CRM and keep details such as cost codes and supply capacities up to dateRaise bulk update requests with the CRM support team where requiredUpdate records when a client vacates a site, once the billing team has notified the supplierEnsure site data used for tenders and projects is accurate and completeQuery management and issue resolutionMaintain accurate site and meter records in the CRM system (Sugar) and client site lists, in line with each client's requirementsAdd new sites and meters to the CRM and keep details such as cost codes and supply capacities up to dateAct as the first point of contact for non-billing client queries, working with other Inspired teams to resolve themHelp resolve supplier objections that delay a site's transfer into the client's nameResolve supply issues such as meters transferred in error, disputed meter responsibility, unregistered supplies and incorrect meter dataSupport the water team with water projectsClient support and reportingAttend client meetings and calls with the Account Manager as requiredProduce client-specific operational reports as requiredIssue contract termination notices to suppliers when instructed by the Account ManagerSupport the Account Manager with tenders and other client projectsRead and comply with the company Health & Safety Policy; taking reasonable care for the Health & Safety of themselves and others; co-operate with managers and other employees in fulfilling our objectives and statutory duties.Personal attributesHighly organised, able to manage a high volume of sites and deadlines across multiple clientsProactive in chasing information and following issues through to resolutionComfortable acting as the client's day-to-day contact and building trusted relationshipsCollaborative, working closely with Account Managers and operational teams across InspiredSelf-motivated and effective when working from homeQualifications and Experience RequirementsEssentialExperience in the UK energy industry, for example with a consultancy, broker or supplierUnderstanding of how business energy supplies are set up, connected and moved between occupiersGood working knowledge of Microsoft Office, with strong Excel skillsConfident communicator with clients, suppliers and internal teams, by phone, email and in meetingsHigh attention to detail and accurate record keepingDesirable: Experience using Sugar CRM or a similar CRM systemExperience using industry data systems to check meter and supply detailsUnderstanding of electricity and gas meter types and metering servicesExperience with business water suppliesFull, clean UK driving licenceWhat we offerTraining and development opportunitiesCompany pensionLife insuranceEnhanced maternity and paternityBenefits portal, with a wide range of benefits4pm finish on FridayIf you are interested in the role and would like to be considered, please apply now and a member of our In House Recruitment Team will be in touch. Good Luck!If you require any reasonable adjustments during the recruitment process, please let us know.