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Client Relations Executive

Job Reference: HL150126BL

Sales
Yeovil, Somerset
£28000 - £35000 per annum
Permanent
Client Relations Executive

Location: Yeovil (office-based - NOT hybrid)
Hours: Monday to Friday, 8:00am - 5:00pm
Salary: £28,000 - £35,000 per year (depending on experience)

My client is a well-established business supplying their product to companies across the UK. They focus on reliable, high-quality and sustainable products, and are looking for someone to help look after and grow their customer base.

Key Responsibilities

  • Manage a set group of customers: build regular contact with them by phone, email and occasional visits, so you understand their business, what they buy and what they may need in future.

  • Grow sales within your accounts: look for chances to increase order values, introduce new products and win extra business, while protecting profit margins.

  • Handle day‑to‑day enquiries: take incoming calls and emails, give product information, advise on options, lead times and pricing, and make sure customers get clear and accurate answers.

  • Prepare and follow up quotes: create quotations based on customer requirements, send them out quickly, and follow up to turn them into confirmed orders wherever possible.

  • Process and manage orders: enter orders into the system accurately, check pricing and delivery details, monitor progress and update customers if anything changes.

  • Solve problems and complaints: investigate issues such as late deliveries, quality concerns or invoicing queries, work with internal teams to fix them, and keep the customer informed.

  • Plan your accounts: review customer spend and activity, spot trends and risks, and create simple account plans so you know where to focus your time.

  • Maintain records: keep customer contact details, call notes, quotes, opportunities and order history up to date in the CRM/ERP systems so information is accurate for you and the wider team.

  • Work with internal teams: liaise with operations, warehouse, customer service, finance and marketing to make sure orders run smoothly and customer promises are met.

  • Support campaigns and promotions: follow up on leads from marketing campaigns, product promotions or "blitz days" and work to convert these into new or repeat business.

What my client is looking for:

  • Experience in customer service, account management or B2B sales.

  • Confident communicator, both on the phone and by email.

  • Good IT skills, ideally including Microsoft 365 and CRM systems (e.g. Salesforce).

  • Organised, reliable and able to manage your own workload.

  • Positive attitude and a strong focus on good customer service.

23 days holiday plus Bank holidays
Free Parking
Pension
Paid Lunch