Job expirat
- Create new customers and projects within the CRM system.
- Maintain / update customers and projects within the CRM system.
- Be the ‘Go To’ person for individuals in the team (helpdesk) for CRM system questions and issues.
- Provide weekly status reports as to the team’s completion of their timesheets, and notify Business Managers about any missing timesheets.
- Provide monthly reporting data for Business Managers to use as part of general team activity and workload planning.
- Attend XE CRM system administration / development meetings to represent PS (UK) position. Provide feedback to PS Business Managers.
Other secondary responsibilities may be involved
Background, skills, experience and qualifications
- Administrative/Office experience
- Good verbal/written communication skills
- PC and IT literate
- Effective listening
- Good presentation & training skills
- Experience of a CRM
- Advanced Microsoft Excel skills
The role: CRM Analyst
Xerox (UK) Professional Services (referred to as ‘PS’ in this document) have a Microsoft Access based revenue tracker where we track and manage revenue items related to the team’s activity (both Analyst time and software solutions). The tracker is manually updated when new items are loaded in eSAP, and when items are closed due to completion.
Role Scope
- Daily checks for new and closed items within the eSAP reports.
- Updates to PS revenue tracker for new items and items that can be closed.
- Creation of reports for Business Managers and teams.
- Work with others in the Xerox business to close items and manage issues.
We are looking to fill this position as soon as possible.
With sales approaching $23 billion, Xerox (NYSE: XRX) is the world’s leading enterprise for business process and document management. Its technology, expertise and services enable workplaces – from small businesses to large global enterprises – to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Headquartered in Norwalk, Conn., Xerox offers business process outsourcing and IT outsourcing services, including data processing, healthcare solutions, HR benefits management, finance support, transportation solutions, and customer relationship management services for commercial and government organizations worldwide. The company also provides extensive leading-edge document technology, services, software and genuine Xerox supplies for graphic communication and office printing environments of any size. The 140,000 people of Xerox serve clients in more than 160 countries.
