Practice Support Manager – Kingston Upon Thames

Location:Kingston Upon Thames
Salary:£27,000 + OTE up to £10,000
Sector:Customer Service

Client Support Manager – Kingston Upon Thames

£27,000 + OTE up to £10,000

Our client is seeking a Client Support Manager to effectively launch new plans, support, coach and provide ongoing training for launched plans and grow direct debit numbers against an agreed target.

Key responsibilities

  • Price plans for each client
  • Assist with PMS integration
  • Organise support materials
  • Train all staff to be able to communicate plan benefits to clients
  • Agree growth targets with practices, monitor and communicate ongoing results.
  • Achieve growth targets (DDs) for existing clients
  • Contact accounts on a regular basis to see if support required
  • Respond in a timely fashion to requests for support from clients
  • Visit each client at least once every 3 months
  • Review plans and prices annually
  • Communicate effectively and professionally with internal and external customers
  • Complete weekly activity report, on time, for Manager
  • Complete all administration work and reports within set deadlines
  • Update CRM with any activity and complete notes
  • Report any launches or pricing meetings to Manager
  • Record all forthcoming meetings in Outlook calendar
  • Promote any additional services or products made available on booked visits – including printing out results, performance against agreed target, projections for income – to take to meeting

Measures of Success

  • Achieve set growth targets set for existing practices (Direct Debits)
  • Demonstrate all accounts have been contacted for an annual review
  • Launch new clients within agreed timescale (4 to 6 weeks from sale)
  • Feedback from clients
  • Administration tasks and reports completed and presented within deadlines set by manager
Apply now


Would you like to discuss this role further?
Speak to the 2i Team: 01483 414719

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