Portfolio Specialist in West Malling

Portfolio Specialist in West Malling

West Malling Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Landmark Information Group

At a Glance

  • Tasks: Support customers throughout their project lifecycle, 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 processes.
  • 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 in West Malling 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 focus on maintaining a healthy work-life balance, making us an ideal choice for those seeking meaningful and rewarding employment.

Landmark Information Group

Contact Details:

Landmark Information Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio Specialist in West Malling

Tip Number 1

Get to know the company inside out! Research their projects, values, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.

Tip Number 2

Practice your communication skills! Since you'll be dealing with customers through calls and meetings, make sure you can articulate your thoughts clearly and confidently. Role-play with a friend or use video calls to get comfortable.

Tip Number 3

Showcase your organisational skills! During interviews, share examples of how you've managed multiple projects or tasks effectively. This will demonstrate your ability to thrive in a dynamic environment, just like the one at SearchFlow.

Tip Number 4

Don't forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest and keep you on their radar. And remember, apply through our website for the best chance!

We think you need these skills to ace Portfolio Specialist in West Malling

Customer Support
Project Management
Salesforce
Communication Skills
Attention to Detail
Organisational Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience relevant to the Portfolio Specialist role. We want to see how your skills align with our needs, so don’t hold back on showcasing your project management and customer service expertise!

Showcase Your Communication Skills:Since this role involves a lot of communication with customers, it’s essential to demonstrate your ability to convey information clearly. Use examples in your application that reflect your confidence in both written and verbal communication – we love a good storyteller!

Highlight Your Organisational Skills:Being organised is key for a Portfolio Specialist. In your application, share specific instances where you’ve successfully managed multiple projects or tasks simultaneously. We’re looking for evidence of your methodical approach and attention to detail!

Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team 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 services, and think about how you can tailor these offerings to maximise revenue for clients.

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 with customers in the past, 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 how you've kept detailed records and maintained organisation in previous roles, especially when using tools like Salesforce.

Embrace Collaboration

Highlight your ability to work within a team and collaborate with others. Think of instances where you've worked with colleagues to enhance processes or improve service delivery, as this will resonate well with the team-oriented nature of the role.