Introduction

Elevate FM are looking for an outgoing, enthusiastic and driven individual to join their team as part of a key role within the customer service and sales team.

About the Employer

At Elevate FM Ltd, we provide nationwide commercial facilities management and property maintenancesolutions, helping businesses keep their buildings safe, compliant and operational. Our mission issimple:
to make our customers' lives easier
.
Our success is built on our core values of
Integrity, Commitment, Authenticity and Nurture
, andwe're looking for someone who shares these values and is eager to learn while supporting a busy salesteam.

What You'll Do

Sales Team support

Provide day-to-day administrative support to the Regional Account Managers
Monitor shared inboxes and calendars, responding to customer enquiries on behalf of the sales team where appropriate.
Manage appointments, follow-ups and reminders to ensure customer commitments are met
Prepare meeting notes and assist with sales administration
Ensure CRM records and customer information remain accurate and up to date

Customer Relationship Management

Act as a first point of contact for customers when their Regional
Account Manager is unavailable
Build and maintain positive relationships with customers through regular communication
Handle routine customer enquiries professionally and efficiently.
Escalate technical or commercial matters to the relevant Account Manager when required
Proactively follow up outstanding quotations and customer requests.

Quotation & Administration

Learn how to prepare low-value and straightforward quotations using company pricing guidelines
Liaise with the Operations Team to obtain pricing and service information where required
Assist in preparing larger quotations and proposals for Account Managers
Track quotation status and ensure timely follow-up
Raise customer documentation and maintain organised electronic records

Customer Service

Ensure all customer enquiries receive a prompt and professional response
Help resolve minor customer issues quickly while maintaining excellent service standards
Support customer onboarding and contract administration
Gather customer feedback and identify opportunities to improve service

Team Collaboration

Work closely with Sales, Operations and Finance to ensure smooth customer service delivery
Share information effectively across departments
Support company events, marketing initiatives and customer engagement activities where required
Key Performance Indicators (KPIs)
Respond to customer enquiries within agreed service levels
Produce accurate quotations within agreed timescales
Maintain high levels of CRM accuracy
Achieve excellent customer satisfaction through responsive communication
Ensure effective diary and inbox management for assigned Account Managers
Support the achievement of departmental sales and customer retention objectives
Complete apprenticeship coursework and training requirements to a high standard

Training Outcome

Potential full-time position within the company

Skills Required

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Initiative
Confident Telephone Manner
Positive and self-motivated

Qualifications

Essential - GCSE - maths & English - 4

Course Information

Course: Customer service practitioner (level 2)

Level: 2

Route: Sales, marketing and procurement

Apprenticeship Level: Intermediate

Working Arrangements

Working Week: Monday – Friday 09:00 – 15:30.

Expected Duration: 1 Year 1 Month

Training Provider: JUNIPER TRAINING LIMITED

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