Customer Process Administrator

Job Title: Customer Process Administrator

Location: Bracknell

Salary: £23,850 per annum

Job Type: Full time, Permanent

About us:

Founded in 1955, BSRIA is an ISO 9001 Registered test, instruments, research and consultancy organisation, providing specialist services in construction and building services. As a non-profit distributing, member-based association any profits made are invested in our on-going research programme, producing industry recognised best practice guidance.

We employ over 160 people at our head office in Bracknell (UK), at BSRIA North in Preston, at regionally based construction compliance offices throughout the UK; at offices in France, China, USA; and Associates in Northern Ireland, Japan, Brazil and Australia.

BSRIA MI (Market Intelligence) has supported the HVAC, refrigeration and building controls industry by providing ‘state of the art’ market research and consultancy for the last 30 years. The organisation’s technical background and extensive knowledge of building engineering services ensures the ability to research and collect information and data that gives stakeholders first class quality market knowledge, analysis of market trends and insight into future market dynamics.

About the role:

MI is seeking a versatile and detail-oriented Customer Process Administrator to join our team. In this dual role, you will be responsible for providing critical support to both the sales and operations teams, ensuring smooth day-to-day processes, efficient coordination, and exceptional customer service. This position is key to optimizing company performance and enabling successful sales and operational activities.

Duties and Responsibilities:

Sales Support:

• Process and manage sales orders, ensuring accurate data entry and timely fulfilment.
• Generate sales quotes, invoices, contracts, and ensure proper documentation for all sales transactions. Ensure accurate filing and retrieval of documentation as needed.
• CRM Management: Maintain and update customer databases and track sales progress in the CRM system.

Administrative Support:

• Assist the sales team with day-to-day administrative tasks including scheduling, correspondence, and record-keeping.
• Respond to customer inquiries, provide product/service information, and resolve order-related issues including following up of overdue invoices.
• Webshop management, ensuring accuracy of content and timely product availability.

Operations Support:

• Maintain accurate documentation for operational activities such as projects, purchase orders, and supplier agreements.
• Compliance Support: Ensure that the organisation complies with internal policies and procedures by assisting in audits and reviews of operational procedures.
• Help implement and improve operational processes to enhance productivity and efficiency.
• Customer Service: Act as a liaison between departments, customers, and vendors to resolve any operational issues in a timely manner.

General Administrative Duties:

• Manage internal databases, keeping them updated with sales, customer, and operations data.
• Assist in preparing presentations and reports for management and team meetings to support decision-making. Assist with general administrative duties as and when required.

About you:

• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM systems.
• Proficient in invoicing software and systems.
• Strong organisational skills with the ability to multitask and prioritise responsibilities.
• Time management, with the ability to prioritise tasks and meet deadlines, especially when dealing with time-sensitive orders. Record keeping, maintaining accurate records relating to sales and operations information.
• Excellent communication and interpersonal skills. Problem-solving mindset with a strong attention to detail.
• Ability to work independently and collaborate with cross-functional teams.

Benefits:

• Workplace Pension Scheme
• Life Assurance – 4 times annual gross reference salary Help@Hand – Online GP Support Services
• 26 Annual Holidays (pro-rata) and additional Bank Holidays
• Non-contractual employee discount voucher benefit portal – Boostworks Company Sick Pay (after confirmation)
• Eye tests Compassionate Leave
• Bounty Scheme (referral program)
• Christmas Shutdown period (with nominated Annual Holidays) Free car park on a first come first serve basis
• Electrical Vehicle Charging point in the car park
• Employee well-being: Employee Assistance Programme (24/7 confidential service)

As an equal opportunities employer, BSRIA is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply and join us.

Please click the APPLY button to submit your CV for this role

Candidates with experience or relevant job titles of; Client Operations Manager, Customer Service Coordinator, Client Process Supervisor, Service Operations Administrator, and Customer Workflow Specialist may also be considered.