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Job Title: Portfolio Analyst
Based: Chichester / Hybrid
Role: Full time Permanent
Salary: £24,570 plus bonus and career path
- Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software
- Develop a detailed understanding of tariffs and charging methodologies,
- using this to analyse invoices within SLA.
- Data steward, ensuring a high level of accuracy & robust data quality
Main Responsibilities for the Portfolio Analyst
Main responsibilities kfjnvdkney Areas Tasks
- AnalysisInterrogate invoices to ensure retailers are providing accurate
- information for customers, challenging them as appropriate & tracking
- resolution through the billing query process.
- Regularly review and compare data between company CRM and the central
- market, investigating and correcting disparities
- Investigate & explain variances and trends, providing insight internally &
- to customers
- Invoice Validation & Data Management
- Validate both paper and electronic billing to ensure customer contract
- SLAs are achieved.
- Develop a strong knowledge of market structure and tariffs.
- Provide insight as to the impact of any updates on the team and wider business
- and use this knowledge to identify savings opportunities.
- Complete payment files in appropriate branded format on a customer agreed timeframe to ensure invoices are paid.
- Review & update CRM data regularly, in conjunction with other analysts to ensure data is high quality.
- Challenge retailers on inaccuracies in invoices and track resolution through the billing query process.
- Provide updates to other team members as required.
- Manage incoming email queries from customers, retailers & other
- sources in a prompt & polite manner within contractual SLAs.
- Promptly answer inbound calls, dealing with all callers politely and professionally.
- Meet regularly with the Account Management Team as required.
- Identify action points from meetings & reports, follow through to resolution and communicate progress.
- Report regularly to Senior and Lead Portfolio Analysts, line manager
- and/or Head of Operations on progress of assigned tasks, successes, and
- any potential issues.
- Ensure effective communication throughout the Operations Team,
- proactively collaborating with all analysts & supporting in completion of
- any relevant tasks to provide the best customer outcomes.
- Projects Identify project opportunities & support in delivery of these across the
- Operations Team.
- Supports during the onboarding process for new customers.
Ideal Applicant for the Portfolio Analyst:
- Proactive
- Efficient
- Commercially aware
- Meticulous, and diligent
- Accuracy focused
- Organised
- Strong communicator
