Retention Support Executive

We are CH&CO a collection of specialist businesses and market leading brands.

We want our people to love what they do and have fun. We celebrate diversity, and our inclusive culture encourages everyone to bring their whole self to work every day. Working at CH&CO gives our teams the opportunity to work across all of our brands, experiencing the variety of our business and the services we deliver. We are currently recruiting for a Retention Support Executive.

Location: Central London

Rate of Pay: £40,000 - £50,000 per annum

Working Pattern: Monday - Friday, 40 hours per week

Key responsibilities:

• Attending and leading retention updated calls for all sectors
• Support completion and submission of declaration forms for all sectors
• Annual year end budget match from SAP
• Arranging QBD Calls as required
• Produce Monthly reporting decks as required
• Tidying up CRM – Unit declarations – can consist of MIP and SAP Changes along with new CRM contracts
• Uploading/Updating whitepapers – ALL Sectors
• Month end reporting – Managing retention exception reporting, resolving any queries, checking accuracy of retention declarations, refreshing all sector reports. Saving sector reports monthly and distributing to relevant Retention team
• Investigate/Escalate UKI User issues to Systems Manager as required
• Enable & Promote CRM data quality & integrity and optimum usage in line with best practice
• Support for business users & Support CRM Inbox queries for all users
• Investigate/Escalate UKI User issues to PDC Systems Manager as required
• Create and distribute end of month Sales/Retention packs
• Manage Month End and Year end Process for CRM
• Oversee Month End Exception Reporting process and CRM lockdown
• Engaging with Group support for issue escalation as required e.g. adding new competitor value
• Supporting the team with administration and coordination tasks as required

Our Ideal Candidate:

• People focused
• Good eye for detail

Essential Experience:

• 2 Years + CRM Experience (MS Dynamics preferable)
• Intermediate knowledge of Excel including Pivot tables, V Lookups for Data Analysis. Data Management experience would be useful
• Intermediate knowledge of Microsoft systems to include Word, Excel, PowerPoint and Outlook preferred
• Understanding of sales process and key stages
• Experience in capturing and interpreting insights to translate into actionable project plans
• Excellent communication skills (via e mail / phone)
• Proficient team player
• Experience at operating to deadlines under tight time scales

What's in it for you?

Working with CH&CO has its perks! People are at the heart of everything we do, so we've developed a range of benefits to keep you happy.