Customer Service Executive

Description:

We are looking for a highly organised and proactive Customer Service Executive to support our UK sales team and ensure smooth day-to-day operations based North Ferriby, East Yorkshire.

This role plays a key part in managing customer enquiries, coordinating sales activity, preparing quotations and proposals, maintaining CRM data, and supporting internal reporting.

The role requires excellent organisational skills, strong attention to detail, and the ability to manage multiple streams of communication across customers, suppliers, and internal teams.

This is a structured and admin-heavy role that supports both the customer experience and internal sales operations.

Key Responsibilities

* Prepare quotations using internal cost calculators in Excel

* Build professional proposals in Template PowerPoint / PDF format

* Create rough layout drawings using provided tools (training provided)

* Estimate installation costs using provided formulas

* Manage and cleanse CRM data

* Maintain accurate pipeline stages and notes

* Log calls, emails, and project updates

* Chase suppliers for pricing

* Organise project documentation

* Support regional sales managers with administrative tasks

* Answer inbound phone calls and route enquiries to the appropriate team member.

* Support customers with basic information requests or direct them to the appropriate colleague.

* Coordinate calendars for internal and customer meetings.

Required Skills & Experience

* 2+ years in admin, customer service, or sales support

* Strong numerical skills

* High attention to detail

* Comfortable working with Excel, PPT & PDF

* Strong written and spoken English

* Experience using CRM systems

* Ability to follow structured processes

* Comfortable working with large numbers in cost calculations

Preferred (Nice to Have)

* Experience in construction, engineering, or technical quoting

* Experience preparing proposals

* Experience reading basic site drawings

* Proficient with Hubspot