Client Analyst

Job Title: Client Analyst

Department Consultancy & Research

Location Bristol Office or with clients with hybrid working 50%

Pay Scale £35k to £40k per year

Contract Permanent

Hours Full Time (37.5 hours per week)

Job Summary

The Client Analyst will contribute to revenue growth and customer engagement for the Workforce Development Trust (WDT) across its Consultancy and Research portfolio.

Reporting to a Client Director, this position will work within the Business Development team supporting with client analytical requirements. The role will support with growing the Skills for Justice and Skills for Health presence and customer base and deliver key business development functions. The role will enhance Skills for Health and Skills for Justice’s understanding of the Health and Justice sectors, including the current and prospective client base, ensuring services and products are aligned to meet their needs.

What is the impact of the role on the business?

As a Client Analyst you will be crucial in helping identify and shape opportunities or resolve challenges across the public sector. You will help use data and analytical skills to draw insights, intelligence and recommendation, helping to see improvements early and co-design projects and solutions that achieve successful outcomes.

Key business skills necessary for the role?

• Resilient
• Versatile
• Solutions focused
• Analytical
• Problem Solving

What does the daily work look like?

Client Analysts will work closely with Client Directors to develop insights in requirements and solutions. The Analyst will help manage and optimise account management processes and seek to contribute value through the use of data analytics and dashboards.

Key Responsibilities

To be successful, the Client Analyst must be able to support the Business Development team using analytical skills, generating insights and progressing account management tasks promptly, to a high standard. The Client Analyst must be able to assimilate complex information and report upwards effectively. The successful candidate will require excellent communication, analytical and problem-solving skills. The role requires initiative, motivation and attention to detail.

Core responsibilities will include:

• Account management - assisting with the management of commercial procurement processes, including managing progression of payments, co-ordinating and managing contracts and payment schedules, obtaining purchase orders.
• Client communication - following up on early contact website enquiries and lead generation (pre-contract / award qualification).
• Data analysis - researching and developing data/insights with regards to client accounts, territories and/or opportunities. This will include maintaining up to date key client information on CRM and Salesforce systems. Utilise analytical skills to help delivery teams, providing capacity and capability as required.
• Problem solving - using problem solving / data analysis techniques (such as drawing inferences, building dashboards, analysing trends) to help inform solution designs, including project plans.
• Product evolution - identifying new product/development areas using research and data, providing innovation based on data / insight to assist in project planning & product development
• Introduce new opportunities and solutions - to improve sales efficiency while collaborating internally with cross functional teams. This could include capturing lead generation and account management information and/or developing process to automatically respond and schedule client meetings.
• Content development - supporting competitive tender submissions / proposals with data, insights, intelligence and/or research.
• Marketing / Customer Intelligence - contributing to gathering, developing and the delivery of marketing activity / customer intelligence, including supporting development of case studies and impact reports.
• Business support - managing accounts and providing ad-hoc project management assistance on key projects. On successful tenders, provide support to the implementation team at project initiation stage, developing templates / resources and supporting delivery as required.
• Reporting - developing high quality, executive level report to demonstrate Business Development trends / patterns / impacts / other metric areas of interest, including on emerging markets and market shifts while being fully aware of new products / services from market competitors. to assist in project planning & product development. Develop accurate pipeline, sales, and revenue reports and a forecast for key stakeholders across the WDT group.
• Build and promote data/information banks - that deliver client insights, including their previous / existing relationship history with Skills for Health / Skills for Justice.
• Develop, manage, and maintain effective working relationships - with external stakeholders and internal colleagues, including providing advice, guidance, and content development / technical input on bids, proposals and projects
• Embed and ensure a complete focus on a “high value” approach - ensuring that communications, proposals, products and interactions are of the highest quality with a view of exceeding client expectations, embedding our reputation as a trusted supplier, delivery partner and consultancy.

This job requires some days in the office or with clients. Please consider if you are willing to relocate before applying.

Please only apply if you currently have a valid right to work in the UK.

Benefits:

• Generous annual leave entitlement up to a maximum of 28 days, plus public holidays and a potential Christmas closure
• Flexible working - 50% working from home with a dress for your day approach
• Staggered start and finish time
• Employee referral recruitment scheme
• We provide enhanced leave, bereavement, carers, maternity, paternity and sickness leave.
• Health and wellbeing benefits, access to our mental health first aiders, a confidential employee assistance programme, free eye tests and payment for an annual flu jab
• Enhanced pension scheme, with a contribution matching up to a combined 12%, along with death in service coverage at three times annual salary
• Flexible employee benefits, portal including a cycle to work scheme
• Buy annual leave scheme
• Organisational development days and departmental training budgets
• Payroll giving, this is a tax-free way to donate to any charity, good cause or place of worship

The Workforce Development Trust is an equal opportunity employer and welcomes everyone.

If your experience differs a little from what is outlined in the job description, or you are missing a desired qualification, yet you think you can bring value to this role, please apply, we would like to hear more about you.

We strongly encourage people of all gender, religion, ethnic backgrounds, sexual orientation, and individuals with disabilities to apply.

If you need any reasonable adjustments at any point, please let us know. In your application, please feel free to advise on your preferred pronouns, for example she/her, he/him, they/them etc.

For the full job description and a job pack to assist your application, please visit: https://www.wdtrust.org.uk/careers/

The Workforce Development Trust appreciate any applications that include cover letters explaining why they would be suitable for this role.

Closing date: Tuesday 5th November 2024

Please note, we reserve the right to alter the closing date before the one stated.

Please include your CV when applying. Cover letter optional, but beneficial. You can apply through our website.

Please note only shortlisted candidates will be contacted

Job Types: Permanent, Full-time

Pay: £35k - £40k per year

Work Location: Bristol Office or with clients with hybrid working 50%

Application deadline: Tuesday 5th November 2024