Job Purpose

To create a long-term, trusting relationships with our customers and key site contacts
throughout the life-cycle of a development. The account manager is the key point of
contact for customers, developing a culture of customer satisfaction through the timely
and thorough handling of queries, questions and site progress requirements from
inception to completion.

Overview of Responsibilities

 Serve as the lead point of contact for all customer account management matters,
remote technical staff and all internal departments as to the progression of the site
development.

 Build and maintain strong, long-lasting client relationships.

 Ensure the timely and successful delivery of our solutions according to customer
needs and objectives.

 Clearly communicate on a weekly basis with customers and surveyors the progress of
their development.

 To initiate first point of contact from new order through delivering a Welcome Call
focusing on processes, tools and methods of communication.

 Assist with challenging client requests or issue escalations as needed.

 Ensuring Crisp contains correct information provided by the risk management teams
to include names, email information and contact information.

 Continual review of non-active sites ensuring they are progressing and removing the
burden on risk management staff to maintain progress.
Accurately records and logs interaction with customers and update account
information.

 Indexing documents to internal folders received from customers, surveyors and any
3rd party.

 Chasing customers/ surveyors for outstanding documentation.

 Conducting file reviews on plots reaching completion.

 Dealing with customer queries from both internal and external customers (surveyors
and customers/ site-based queries).

 Issuing cover notes on demand.

 Completing site re-allocations on demand.

 Gathering completion forecast data to provide to senior staff within Key Nationals.

 Supporting additional technical staff such as Design Surveyors and Engineers.

Experience / Skills

 Highly motivated and well organised, displaying a positive mind-set and high energy.

 Ability to follow and champion the MDIS culture and Values

 High level of interpersonal skills, with the ability to build relationships and remain
open and honest

 Demonstrable ability to use own initiative, with confidence to put forward new ideas
and is flexible in personal approach

 Committed to being a strong team player and remaining positive and approachable

 Ambitious, willing to go above and beyond and is driven in achieving company goals
and personal objectives

 Must be familiar with Microsoft office namely; word, excel and outlook

 Experience managing multiple customers, using various methods of communication