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Client Success Adminstrator

Employer
DataOrbis
Location
Durban Durban eThekwini, South Africa
Salary
Competitive
Closing date
Mar 27, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Job Summary:
To provide administrative support to the client success team in order to optimise the function. Effectively managing financial administration, client onboarding as well as overseeing license management by accurately recording costs, tracking purchase orders, and distributing user login details.
Key Responsibilities and Deliverables:
License Management

Ensure the accurate recording of license costs on CRM system as well as ensuring that Cost Estimates are sent to department heads
Ensure the data integrity of all reports
Distribute user login details and maintain a license tracker, including re-allocations
Generate usage reports as needed
Assist with ad hoc reporting and administration

Purchase Order Tracking

Track Purchase Orders on the CRM platform and create Jira tickets for license creation
Collaborate with the finance team to monitor outstanding Purchase Orders and facilitate follow-ups
Assist with general administration related to purchase orders and tracking within agreed upon timelines

SharePoint Maintenance

Maintain and update SharePoint folders on a continuous and timely manner
Ensure agreements are signed, saved, and sent to the legal department within the agreed upon timeframe
Ensure coding rules are continuously being updated

Training Material

Develop training materials for new users to facilitate their onboarding process
Maintain and improve on training materials for new users to facilitate their onboarding process

General Administrative Support

Direct queries and requests to appropriate parties
Assist the Client Success team in preparing for workshops
Handle issues and complaints in a diplomatic, tactful and interpersonally sensitive manner
Liaise closely with internal and external clients to manage all scheduling of day-to-day appointments and tasks
Book boardrooms as required and ensure required tools are available
Ensure files and all information are updated and easily accessible
Provide ad hoc administrative support required by the Client Success team

Effective teamwork and self-management

Actively and consistently maintain high standards of professionalism in all aspects of personal presentation and delivery
Proactively develop own skills and knowledge of relevant best practice and ensure appropriate skills and knowledge transfer
Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained including meeting all deadlines
Demonstrate the ability to anticipate and manage change
Ensure strict confidentiality of relevant information
Plan, organize, and facilitate team-building activities to promote a positive and cohesive team culture
Collaborate with team members to generate ideas and execute engaging team-building events
Co-ordinate events and functions within budget

Minimum Qualifications:
Suitable Tertiary Degree/Diploma or Relevant Certification in a Commerce or Marketing related field Minimum
Experience:
1-2 years' experience in an administrative role preferably within the FMCG industry Knowledge,
Skills & Abilities:

Proficient in the use of Excel, Microsoft Office and other DataOrbis software and systems (Teams, SharePoint, Lattice, JIRA)
Problem solving skills
Numerical Ability
Administration skills
Time management
Attention to detail
Ability to function as part of a team
Verbal and written communication skills

Key Competencies

Organisational commitment
Teamwork & collaboration
Critical thinking
Agility Performance & results driven
Continuous growth & improvement
Resilience & stress management
Service Excellence
Analysis & problem solving
Planning & prioritisation
Quality & detail excellence
Communication

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