Full job descriptionJob Title: Portfolio Analyst
Based: Chichester / Hybrid
Role: Full time Permanent
Salary: £26,250 plus bonus and career path


*Represent the customer in holding retailers to account, tracking resolution of open queries in Company Software
*Develop a detailed understanding of tariffs and charging methodologies,
*using this to analyse invoices within SLA.
*Data steward, ensuring a high level of accuracy & robust data quality


Main Responsibilities for the Portfolio Analyst
Main responsibilities kfjnvdkney Areas Tasks
*Analysis Interrogate invoices to ensure retailers are providing accurate information for customers, challenging them as appropriate & tracking resolution through the billing query process.
*Regularly review and compare data between company CRM and the central market, investigating and correcting disparities
*Investigate & explain variances and trends, providing insight internally & to customers
*Invoice Validation & Data Management
*Validate both paper and electronic billing to ensure customer contract SLAs are achieved.
*Develop a strong knowledge of market structure and tariffs.
*Provide insight as to the impact of any updates on the team and wider business
*and use this knowledge to identify savings opportunities.
*Complete payment files in appropriate branded format on a customer agreed timeframe to ensure invoices are paid.
*Review & update CRM data regularly, in conjunction with other analysts to ensure data is high quality.
*Challenge retailers on inaccuracies in invoices and track resolution through the billing query process.
*Provide updates to other team members as required.
*Manage incoming email queries from customers, retailers & other
*sources in a prompt & polite manner within contractual SLAs.
*Promptly answer inbound calls, dealing with all callers politely and professionally.
*Meet regularly with the Account Management Team as required.
*Identify action points from meetings & reports, follow through to resolution and communicate progress.
*Ensure effective communication throughout the Operations Team,
*proactively collaborating with all analysts & supporting in completion of
*any relevant tasks to provide the best customer outcomes.
*Projects Identify project opportunities & support in delivery of these across the Operations Team.
*Supports during the onboarding process for new customers.


Ideal Applicant for the Portfolio Analyst:
Proactive
Efficient
Commercially aware
Meticulous, and diligent
Accuracy focused
Organised
Strong communicator