Client Success Adminstrator

5 months ago

Durban, South Africa DataOrbis 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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