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- Daily Operations: Allocate workloads to the team each morning, ensuring priorities are met and tasks align with team members' skill sets.
- Process Optimisation: Review current processes, propose improvements, and oversee the implementation of changes to enhance efficiency.
- Quality Assurance: Conduct thorough quality checks on generated leads and produce accurate lead documentation.
- Client Interaction: Attend client calls to hand over leads and coordinate next steps, ensuring smooth transitions and maintaining strong relationships.
- Appointment Scheduling:
- Manage meeting invites, monitor responses, and reschedule as necessary.
- Use client email systems where possible to enhance communication.
- Facilitate stakeholder handover calls and follow the process for reschedules effectively.
- CRM Management: Update and maintain accurate records, monitor calls, and gather post-meeting feedback to track campaign success.
- Productivity Monitoring: Regularly review productivity and make actionable recommendations to the Operations Director.
- Strong Organisation and Problem-Solving Skills:
- Ability to multitask and manage multiple programs simultaneously.
- A proactive mindset to tackle last-minute changes and urgent requests.
- Professional Communication:
- Exceptional listening and verbal skills for engaging with clients, prospects, and team members.
- High attention to detail in written communications and reporting.
- Technical Proficiency:
- Strong understanding of Microsoft 365 platforms and CRM systems.
- Resilience and Adaptability:
- An unflappable personality to handle pressure while remaining approachable and motivational.
- Confidence in making objective decisions and guiding team dynamics.
