Role Overview
The role is to assist our Client Managers in delivering a first class energy service to our clients.
The successful candidate will have previous experience within the Utilities sector. The role will attract someone comfortable in using and interpreting data and using a number of software systems with excellent IT skills. They will also need strong organisational skills and communication skills and the ability to work under pressure. They must be strong team players and have a willingness to learn. The candidate will receive thorough training on an ongoing basis.
The intention is that after training and gaining the right experience, the candidate has the opportunity to progress to the role of client manager.
Key Responsibilities
The role is to assist our Client Managers in delivering a first class energy service to our clients.
The successful candidate will have previous experience within the Utilities sector. The role will attract someone comfortable in using and interpreting data and using a number of software systems with excellent IT skills. They will also need strong organisational skills and communication skills and the ability to work under pressure. They must be strong team players and have a willingness to learn. The candidate will receive thorough training on an ongoing basis.
The intention is that after training and gaining the right experience, the candidate has the opportunity to progress to the role of client manager.
Key Skills
The role of the Assistant Client Manager is essentially to ensure the client’s data is as accurate as possible at the earliest stage which will cover the following areas :
- Utility Invoices - Responsible for receiving, logging and entering invoices into our utility database via paper bill and EDI electronic files and ensuring that the information passes various validation and verification checks.Â
- Checking that bills have been processed promptly, sourcing missing bills, ensuring suspended invoices are being actioned by the Bill Validation team, chasing for bills that are awaiting coding by PM surveyors and authorised for payment by the Client Accountants, ensuring that all utility bills are in contract.
- Data chasing meter reads and identifying any AMR data drops, continual data cleansing across the client’s portfolio.Â
- Maintenance of internal databases, folders and systems to ensure accurate and organised storage and provision of data.
- Debt - assisting in resolving any supplier debt and assisting with reconciliation of statement of accounts.
- Query Management – ensuring that any queries relating to a client’s portfolio are being dealt with promptly. These will vary from utility invoice queries to site queries where you will need to contact suppliers and site teams.
- Disconnection Letters - Coding and dealing with disconnection letters. This will require you to contact the supplier to update them on the current position of the account and working with accounts payable departments.
- Site closures - You will also be responsible for dealing with site closures. This will involve contacting suppliers to close accounts and obtaining final meter reads from sites, as well as arranging for credit notes to be issued from suppliers if necessary.
- Change of tenancies – working with the COT team and checking progress on COTs being completed.
- Reporting - preparing accurate client reports ahead of schedule, producing tenant recharges.
- Tenant Recharges – collating all required data in order to produce accurate tenant recharges as per agreed the methodology and reporting frequency.
You will be expected to travel to various UK locations for meetings as and when required.Key Skills
Essential Experience:
- Experience of working in an energy bureau team or for an energy supplier.
- Able to work effectively with a wider team and communicate with clients and their teams.
Desirable Experience:
- Day to Day use of energy management platforms e.g. Optima, Systemslink.
- Possesses vision and is able to develop complex strategies and solutions to deal with clients efficiently.
- Excellent relationship builder to generate business.
- Focused: commits to challenging goals and delivers consistently against these.
- Continuous improvement: delivers efficiency in addition to effectiveness.
- Self-starter, who relishes challenges and strives for the best.
- Strong team player: builds relationships and consults with others, quickly establishes trust and credibility.
- Robust and prepared to lead from the front.
- Diplomatic and challenging with the ability to influence others.
- Confident with a positive outlook.
- Strong decision maker who gives assurance.
- Ethical with strong integrity.
- Someone who has innate curiosity and is eager to experiment and push the boundaries of what is possible.
Team OverviewÂ
The Energy team sits within the Savills Property Management (PM) Division and provides an energy bureau and procurement service to the Property Management client portfolio which includes some of the most iconic properties in the UK across a variety of sectors.The Energy team work closely alongside Savills Property Management’s ESG and Sustainability team to develop a client focussed Energy and Utility service. The team now comprises circa 70 people, the majority of whom are based in Cardiff. The team is split into 4 smaller teams - Client Management, Operations, ( Bill Validation, Debt, COTs,Query Management) Procurement and Data support including Tenant Recharges ) with the Client Managers based around the UK in Manchester, Birmingham, London and Cardiff.
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Recruitment agencies
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