Client Delivery Executive

Job Title: Client Delivery Executive Location: London, EC4R 1AP Salary: £30,000 – £38,000 per annum + up to 10% annual performance bonus The Procurement Group helps UK businesses reduce overheads and improve profitability. We are a lean, specialist consultancy building a more scalable, system-driven business, and we are looking for a Client Delivery Executive to take ownership of the day-to-day operational work behind our client delivery. This is a hands-on client operations role for someone who enjoys getting things done, keeping control of detail and seeing work through from start to finish. You will manage client and supplier activity, prepare commercially important Excel documentation, keep invoicing and commission up to date, maintain accurate records and make sure actions are completed rather than simply passed on. Strong Excel skills and numerical accuracy are essential. We are looking for someone who can use data and Excel confidently as part of personally delivering the work. You will report to Jason in Operations. Simon Unger, Founder & CEO, is the ultimate stakeholder, with escalation through Jason and then Simon. What you’ll be responsible for You will:

• Run our Straight Through Process (STP), from client onboarding through contract recording, invoicing and client progress stages.
• Act as a first point of contact for clients and suppliers through Zoho Desk, email and telephone, communicating clearly and professionally.
• Prepare savings schedules, quotation documents and invoice templates in Excel to a finance-grade standard.
• Check commercially important numerical work carefully and ensure information is accurate before it is issued.
• Issue Letters of Authority, submit meter reads, action Zoho Desk comments and complete day-to-day client service tasks.
• Process invoicing and commission promptly and keep records current.
• Support proposals and other revenue-generating work with accurate data, documentation and checks.
• Keep control of outstanding actions, follow up where necessary and make sure client and supplier issues reach a conclusion.
• Maintain and improve workflows, checklists and operational procedures.
• Help us improve our delivery platform and systems, including the Zoho environment and opportunities for automation. What we’re looking for You will have experience of personally delivering operational or client-service work, ideally within a small or micro-business where individuals have real ownership of their responsibilities. You will be someone who is comfortable having several things moving at once: deciding what needs attention first, keeping track of outstanding actions and following work through without needing every next step prescribed. You will also need:
• Strong practical Excel skills and confidence working with numbers.
• Excellent attention to detail, particularly when producing or checking commercially important numerical information.
• Strong organisation and the ability to manage competing priorities.
• Clear, professional written and verbal communication skills.
• The judgement to investigate problems, decide what action is needed and escalate appropriately when necessary.
• A strong work ethic and a track record of seeing tasks through to completion.
• The confidence to work directly with clients and suppliers and take responsibility for resolving issues. Experience or an interest in consulting or procurement within a small-business environment would be an advantage. Experience with Zoho, AI tools, UK energy, utilities, procurement or contract-based services would also be useful, but none of these is essential. We are more interested in your judgement, follow-through, numeracy, ability to learn quickly and willingness to take ownership. This is a direct, fast-paced working environment where standards are high and problems are dealt with openly. It will suit someone who enjoys responsibility, likes bringing order to a busy workload and takes satisfaction from getting things completed properly. How to apply Apply through this advert and follow the instructions in the email you receive. Your application must include your CV and a short email with the subject line: Client Delivery Executive Please answer these four questions in the email:

1. Describe your most recent role in a small team or micro-business where you personally owned a client service workflow end to end. What did you do, and what would have stopped happening without you?
2. Describe a time you had several urgent tasks, competing deadlines or an unusually high workload. How did you decide what to do first, keep control of the detail and communicate progress or risks?
3. Tell us about an Excel or numerical task where accuracy was critical. How did you build it, and how did you check that it was correct?
4. Describe a client or supplier issue you took ownership of. How did you investigate it, decide what to do and make sure it was resolved? Important: We will only consider applications that follow this process. Please click on the APPLY button to send your CV and covering email answering our questions for this role. Candidates with backgrounds such as Client Services Executive, Client Delivery Executive, Client Services Coordinator, Account Executive, Operations Executive, Business Support Coordinator or Office Manager may be suitable if they have worked in a small business and personally owned the work