Partnership Executive - 12 months FTC

Position: Partnership Executive - 12 months FTC

Reporting To: Contracts Manager

The Company:

Citrus Training is part of the Citrus Group. For over two decades, Citrus Group has been supporting our customers to achieve their corporate goals and safety aspirations. Our Group client base of more than 35,000 customers, allows us to offer an extensive and multifaceted provision. Consisting of four companies; Altitude Safety, BBE Training, Book My Course and Citrus Training, our Group aims to keep our respective focuses in Safety Equipment, Education and Training while collaborating to provide an effective and complete safety and training solution trusted by industry.

The Role:

The successful candidate will play a critical role in the success of the customer engagement function at Citrus Training and will have responsibility for managing an allocated group of customers. You will form close relationships with key decision makers to increase customer loyalty and drive revenue growth.

This role is vital to the growth plans set out by the company and will play a crucial part in ensuring that Citrus Training are successfully delivering on service level agreements for our clients, meeting or exceeding targets and protecting and retaining revenue. The position offers an exciting opportunity for any individual looking to join an organisation where they will benefit from full training, mentoring and development and enjoy career progression within a fast-growing organisation.

This role may require some travel, depending on the requirements of our clients. This may be to conduct client meetings, as well as potentially supporting additional company requirements such as exhibitions, meet the buyer events and workshops, as required.

Key Areas of Responsibility:

• Managing training enquiries and booking requests from a nominated group of accounts;
• Proactively contact allocated accounts to increase bookings to both open and dedicated training courses;
• Responding professionally and within agreed timescales to all enquiries by telephone and email or any other tool, as required;
• Achieve revenue targets associated with role demands;
• Support on delivering any customer plans with high-level customer service;
• Manage inbound and outbound customer engagement using a wide variety of communication tools, such as phone, email, Live Chat, CRM or any other system nominated by Citrus;
• Offering advice and guidance on our training portfolio and related industry certification schemes;
• Supporting with the management of training records and matrices where the client subscribes to a managed training service;
• Adapting standard processes to suit individual client needs;
• Consistently maintaining our innovative and professional approach to our clients’ needs and upholding our reputation as the UK’s trusted training provider;
• Ensuring that customer satisfaction results in repeat and expansion business;
• Build close relationships with key decision makers to ensure customer loyalty and increase market share alongside Partnership Managers;
• Support Partnership Managers by attending customer meetings, where applicable. Promote new products and services to account base if suitable;
• Identify customer training requirements, generate quotes and where necessary process bookings alongside the processor;
• To support the Customer Engagement function with ad hoc, relevant, duties at times of peak workload;
• To provide feedback to the line management and Partnership Managers advising of potential issues and/or process improvement possibilities as well as any upselling opportunities;
• Actively maintain accurate customer data, using Citrus CRM and, or any other nominated system;
• Meet and surpass any relevant role related SLA targets and KPIs, as required;
• Promote any Citrus initiatives and customer development activities, as required.

The Person

• Experience of customer service and or telesales in a business to business environment.
• Knowledge or experience of the construction and/or training/education sector would be beneficial, but is not essential.
• IT literate with knowledge and experience in Microsoft office programmes such as Word, Excel, PowerPoint and Outlook. Experience of using databases and CRMs is desirable, but training will be provided.
• Excellent customer service and people skills, with a hands on and customer centric approach.
• Ability to deliver in a highly targeted customer role
• Ability to develop effective working relationships with colleagues at all levels
• Strong time management skills along with the ability to be organised and plan and prioritise tasks.
• Takes initiative to meet individual and departmental KPIs and deadlines and meets expected standards.

Hours:

Monday to Friday 08:30 – 17:30

The successful candidate will have a flexible approach to working hours to accommodate the needs of our clients and the business.

Benefits:

• Holiday - 25 Days plus bank holidays (3 or 4 days to be saved for a shutdown at Christmas).
• Company Sick Pay
• Health Cash Plan and Employee Assistance Programme
• Life Assurance
• Workplace pension scheme
• Eye Care Scheme
• Free Parking

Equal Opportunities:

We are committed to equal opportunities in employment and service delivery. The policies and practices of the company aim to promote an environment that is free from all forms of unlawful or unfair discrimination and values the diversity of all people. It is the responsibility of all Citrus Group employees to always promote equal opportunities and diversity on behalf of the Company throughout the workplace.

Health & Safety:

All employees are required to undertake their duties and responsibilities in full accordance with the Citrus Group Health & Safety Policies and Procedures. This includes ensuring that health, safety, and welfare is promoted throughout the workplace and that reasonable care is taken to safeguard their own safety and that of others.

Job Types: Full-time, Fixed term contract

Pay: £25,600.00 per year

Additional pay:

• Commission pay

Benefits:

• Company pension
• Free parking
• Health & wellbeing programme
• Life insurance
• On-site parking
• Sick pay

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person

Application deadline: 13/07/2025