AAT is a registered charity. No Membership Recruitment Advisor

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1 AAT is a registered charity. No Membership Recruitment Advisor

2 Job title: Membership Recruitment Advisor Grade: 2 ivision: Reporting to: Main contacts: Marketing and Commercial Sales Team Leader Internal: Account Management Team, Marketing and Commercial ivision and Customer Services ivision xternal: Prospective students, current and prospective employers, training providers, schools and prospective members. Major objectives To contribute to the achievement of AAT s business plan objectives and the efficiency and effectiveness of the organisation by: Increasing acquisition of AAT students through the conversion of prospective students to achieve annual sales targets Promoting engagement with employers and apprentices and working closely with the mployer evelopment Managers in order to enhance activity with stakeholders Promoting MAAT and AATQB membership Working closely with participating L providers on the live transfer process to promote enrolment and AAT student membership Working closely with participating L providers on the live transfer process to promote enrolment and AAT student membership Offering customer support to employers and schools to raise awareness and interest in AAT Making outbound calls to a range of AAT stakeholders to support and increase AAT membership. Working as part of a team delivering a first class, professional customer service, using a range of communication methods. Responsibilities Follow up leads with targeted outbound sales calls to prospective full members, increasing the conversion rate through high volume outbound call activity. Promote live transfer of prospective students to participating training providers via phone and live chat Increase AAT full membership through high volume outbound call activity to qualifying AAT Students Receive inbound enquiries from prospective full members, students, employers, schools and to be able to demonstrate thorough product knowledge and follow set procedures. Support attendance at recruitment events for training providers, employers, schools and career advisors. Accurately record and update information using the CRM database for all activities to support Business evelopment s sales processes. Ability to meet set targets in relation to MAAT and AATQB, student acquisition, volume of live transfers, lead contact rate, prospect to student and full member

3 conversion, lead creation from live chat and all team related targets and incentives Support Team Leaders with call projects assigned from across the company and adjust your customer focus accordingly. Identify areas of work that can be streamlined and developed to ensure the objectives of the Business evelopment team are achieved. Ability to multitask and be flexible when dealing with enquiries from customers across all areas of the Business evelopment Team. Support the Team Leaders by accepting assignments with an open, cooperative and team orientated attitude. Assist the Team Manager and Team Leaders in training and buddying of new staff. Customer centricity evelop friendly, positive and supportive relationships with external and internal customers, and to provide them with excellent service. Actively to learn from customer feedback, comments and suggestions, including complaints, to review and improve existing processes, and by doing so to anticipate other customers needs. To communicate this knowledge to relevant colleagues. Meet and exceed teams customer service standards. Understand situations from the customers perspective so that appropriate and relevant solutions can be identified. Corporate social responsibility Apply the principles of the CSR policy in your daily role, particularly reduce-reuse-recycle. Adhere to AAT s responsible business practices, such as high standards of governance, raising employment standards for employees and forming trade and community partnerships with appropriate organisations. General Carry out any other duties as may reasonably be requested by the line manager. Work in such a way as to minimise the risks to the information technology environment safely, securely and confidently. Have regard for your own actions and those of others in the interests of safety. Contribute to the tidiness of the office. This job description does not form part of your contract of employment.

4 Person specification Area escription ssential or desirable? Knowledge Good understanding of AAT qualification and study processes. Understanding of databases. Microsoft packages Word, xcel. Skills xperience Use of and internet. Professional bodies and accountancy industry. xcellent communication skills particularly questioning and listening, influencing and persuading. Problem solving Accuracy when inputting and recording information Aptitude for sales Able to demonstrate competence gained from relevant experience of customer service (ideally call centre activity) ata inputting and analysis ealing and managing with customer enquiries Recording and updating data ducation A Level or equivalent Aptitude Customer centricity strong customer focus Numerate and analytical

5 Our vision, mission and values Our vision: To ensure AAT reaches the heart of businesses. Our mission: To empower people and enable organisations to achieve their potential, by promoting relevant financial skills. Our values: We are customer focused - we understand and consider the needs of all of our customers. We are knowledgeable, proactive, responsive and easy to do business with. We collaborate - we achieve more by working together as a single team. We recognise a job well done and celebrate successes together. We take responsibility and ownership for the work we do. We care about what we do and how we do it - our reputation is important and we strive for continuous improvement in order to make a difference to people s lives. We are authentic - we mean what we say and we do what we say we will. We are genuine, open and honest. We take pride in what we do - We have confidence in our ability to make a positive difference and we are proud that what we do enables people to achieve their potential. We all help to ensure that AAT is somewhere that we are proud to work. How to apply To apply for this hot opportunity please send a CV and covering letter to jobs@aat.org.uk. The Association of Accounting Technicians 140 Aldersgate Street London C1A 4HY t: +44 (0) f: +44 (0) e: aat@aat.org.uk aat.org.uk AAT is a registered charity. No

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