At a Glance
- Tasks: Support customers through project lifecycles, from mapping to submission.
- Company: Join a dynamic team at a leading sales organisation.
- Benefits: Enjoy a hybrid work model, competitive pay, and growth opportunities.
- Other info: Collaborative environment where your ideas can shape our services.
- Why this job: Make a real impact by helping clients succeed with their projects.
- Qualifications: Confident communicator with strong organisational skills and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
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 depending on customer and project needs with a focus on maximising revenue.
- Communicating with our customers through email, inbound and outbound calls, and attending face-to-face meetings as required.
- Managing pipeline effectively and communicating 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 working 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
Portfolio Specialist employer: Landmark Information Group
At SearchFlow, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Portfolio Specialist, you will benefit from comprehensive training and development opportunities, ensuring your professional growth while working in a supportive hybrid environment. Our commitment to employee well-being is reflected in our flexible working arrangements and a strong focus on team success, making this an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Landmark Information Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Specialist
✨Tip Number 1
Get to know the company inside out! Research their projects, values, and team culture. This way, when you chat with them, you can show off your knowledge and enthusiasm, making you stand out as a candidate.
✨Tip Number 2
Practice your communication skills! Since this role involves a lot of customer interaction, being confident and clear in your conversations is key. Try mock interviews or role-playing scenarios with friends to get comfortable.
✨Tip Number 3
Showcase your organisational skills! Prepare a portfolio of past projects or experiences that highlight your ability to manage multiple tasks effectively. This will demonstrate your methodical approach and attention to detail.
✨Tip Number 4
Don’t forget to follow up! After any interview or meeting, send a quick thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your interest in the role!
We think you need these skills to ace Portfolio Specialist
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in sales and customer service. We want to see how your skills align with the Portfolio Specialist role, so don’t hold back on showcasing relevant projects you've worked on!
Showcase Your Communication Skills:Since this role involves a lot of customer interaction, it’s crucial to demonstrate your communication prowess. Use clear and concise language in your application, and maybe even share examples of how you’ve effectively communicated with clients in the past.
Highlight Your Organisational Skills:Being organised is key for this position. In your application, mention any tools or methods you use to keep track of projects and deadlines. We love seeing candidates who can manage their time well and juggle multiple tasks efficiently!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about what we do at StudySmarter!
How to prepare for a job interview at Landmark Information Group
✨Know Your Portfolio Inside Out
Before the interview, make sure you understand the company's portfolio and how it aligns with customer needs. Familiarise yourself with their products and pricing strategies so you can discuss how you would tailor offerings to maximise revenue.
✨Showcase Your Communication Skills
Since this role involves a lot of customer interaction, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, whether through email, calls, or face-to-face meetings.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage multiple projects simultaneously. Bring examples of tools or methods you use to stay organised, especially when dealing with large-scale projects that require high attention to detail.
✨Embrace Challenges
This position requires someone who is comfortable being challenged. Think of instances where you've faced difficult situations and how you navigated them. Show that you're adaptable and can thrive in a dynamic team environment.
