Job Specification for Project Administrator
Date Updated: 01st June 2023
Job Title: Project Co-ordinator
Job Summary: Provide first point of contact for existing clients and co-ordinate the remitting of projects. Including informing the relevant parties and ensuring the notes, stages and information in PipeDrive CRM projects is up to date.
Skills Required:
- Essential: Confident telephone manner and the ability to engage with existing clients who are sometimes confused/panicked.
- Essential: Competent project co-ordinator.
- Essential: Proficient use of PDF editing software – Adobe Pro DC.
- Essential: Proficient use of team engagement system – Slack.
- Essential: Proficient use of VOIP software – JustCall dialler.
- Essential: Proficient use of document storage – OneDrive/DropBox.
- Essential: Proficient use of invoicing software – Xero/PayCove.
- Desired: Proficient use of CRM software system – PipeDrive.
Core Tasks:
- First point of contact for existing clients via phone, email & on occasion SMS.
- Responding to messages left with our contact centre.
- Use of PipeDrive CRM to provide information to clients as to the status of their “project”/“outputs” and will become the projects super user. Adding notes to projects, sending emails and prompting other team members when their tasks are overdue.
- Use of a checklist, provided by us to do a brief review of client outputs, checking for fundamental formatting, typo, information and negative number errors.
- Simple PDF updates of client outputs such as changes to personal details or typos.
- Invoicing, failed payment follow-ups and rescheduling of existing payment plans if necessary.
Rate: We’ll be seeking to pay an hourly rate (rate to be agreed). We’re looking for 2 people to split the work on a part-time basis. Our intention is to have some sort of built-in cover.
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Contact Detail:
TN United Kingdom Recruiting Team