[Hiring] Client Estate Analyst @Inspired

Role Description

The Client Estate Analyst (CEA) manages day-to-day estate activity for a portfolio of large, high-value, multi-site clients whose estates change frequently. Working closely with the Account Manager, the CEA is the client's day-to-day contact for site and supply queries, building strong relationships and keeping their estate running smoothly.

• Be the client's first point of contact for non-billing site and supply queries
• Take each new site from pipeline through to a live supply contract
• Keep the client's estate records accurate across Sugar CRM and client site lists
• Coordinate with other Inspired teams, suppliers and third parties to resolve issues
• Work alongside the Account Manager in client meetings and calls

The successful candidate's responsibilities will include but not be limited to:

• New site onboarding and pipeline management
• Manage each client's pipeline of new sites, working with clients, landlords, developers and estates teams to ensure supplies are live by the opening date
• Gather utilities data for each new site, including meter details and the current supplier, and verify live dates using industry data systems
• Arrange changes of tenancy with incumbent suppliers so the client becomes the registered customer, following up with the client for any missing information
• Add new sites to the client's group utility contracts
• Collaborate with other delivery teams to ensure services such as meter operation are contracted for each new supply
• Support the technical services team in securing supply contracts for new connections
• Maintain a complete document record for each new site, including tenancy forms, signed contracts and supplier confirmation
• Maintain accurate site and meter records in the CRM system (Sugar) and client site lists, in line with each client's requirements
• Add new sites and meters to the CRM and keep details such as cost codes and supply capacities up to date
• Raise bulk update requests with the CRM support team where required
• Update records when a client vacates a site, once the billing team has notified the supplier
• Ensure site data used for tenders and projects is accurate and complete
• Act as the first point of contact for non-billing client queries, working with other Inspired teams to resolve them
• Help resolve supplier objections that delay a site's transfer into the client's name
• Resolve supply issues such as meters transferred in error, disputed meter responsibility, unregistered supplies and incorrect meter data
• Support the water team with water projects
• Attend client meetings and calls with the Account Manager as required
• Produce client-specific operational reports as required
• Issue contract termination notices to suppliers when instructed by the Account Manager
• Support the Account Manager with tenders and other client projects
• Read and comply with the company Health & Safety Policy; taking reasonable care for the Health & Safety of themselves and others; co-operate with managers and other employees in fulfilling our objectives and statutory duties.

Qualifications

• Experience in the UK energy industry, for example with a consultancy, broker or supplier
• Understanding of how business energy supplies are set up, connected and moved between occupiers
• Good working knowledge of Microsoft Office, with strong Excel skills
• Confident communicator with clients, suppliers and internal teams, by phone, email and in meetings
• High attention to detail and accurate record keeping

Requirements

• Experience using Sugar CRM or a similar CRM system
• Experience using industry data systems to check meter and supply details
• Understanding of electricity and gas meter types and metering services
• Experience with business water supplies
• Full, clean UK driving licence

Benefits

• Training and development opportunities
• Company pension
• Life insurance
• Enhanced maternity and paternity
• Benefits portal, with a wide range of benefits
• 4pm finish on Friday