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Order Processing & Billing Advisor


Coleshill, Birmingham B46, Office Based




Starting salary £21,000


25 days holiday, Pension, Life Assurance
Position Overview

As part of the Company Life Assurance, our employees are entitled to participate in an Employee Assistance Programme (EAP). This is a virtual benefit service which connects our Employees to third party specialists who can help to manage their health and wellbeing and that of their family. In addition to the EAP the service includes:

  • Remote access to a UK based GP
  • 2nd Opinion consultations
  • Mental health assessments and physiotherapy.

Trakm8 is a UK based technology leader in fleet management, insurance telematics, connected car, and optimisation. Through IP owned technology, the Group uses AI data analytics collected from its installed base of telematics units to fine tune the algorithms that are used to produce its’ solutions; these monitor driver behaviour, identify crash events, and monitor vehicle health to provide actionable insights to continuously improve the security and operational efficiency of both company fleets and private drivers.

The Group’s product portfolio includes the latest data analytics and reporting portal (Trakm8 Insight), integrated telematics/cameras/optimisation, self-installed telematics units and one of the widest ranges of installed telematics devices. Trakm8 has over 299,000 connections.

Headquartered in Coleshill near Birmingham alongside its manufacturing facility, the Group supplies to the Fleet, Optimisation, Insurance and Automotive sectors to many well-known customers in the UK and internationally.

Trakm8 has been listed on the AIM market of the London Stock Exchange since 2005. Trakm8 is also recognised with the LSE Green Economy Mark.

We now have an exciting opportunity for an Order Processing & Billing Advisor to join our Established Finance team here at the Head office in Coleshill.

Main Responsibilities of the role:
  • Taking inbound calls and emails from existing and ad-hoc customers requiring assistance during the processing of their order(s).
  • Processing of orders via Opportunities/ Emails/ Phone Calls
  • Processing detailed quotations in line with demand
  • Liaising with both customers and our installation partners to book installs and service calls where applicable, providing feedback for external and internal parties
  • Dealing with delivery queries
  • Up-selling and suggestive selling of other product lines with all clients
  • Responsible for processing all orders on to our Sage 200 accounting system and other internal CRM systems
  • Ensure internal SLA’s are being met and liaise with departments to ensure customer satisfaction
  • Keeping accurate records of Sales Support activities is paramount, ensuring the weekly KPI’s are up to date
  • Billing administration including setup and maintenance of recurring invoicing, processing billing cycles and reviewing/reporting customer data.
  • Raising invoices and credit notes in Sage 200, ensuring accuracy and quality.
  • Handling queries from customers and 3rd party dealers and liaising with Finance team members and other parts of the business to ensure customer satisfaction.
  • Preparing and analysing billing data across all customers
  • Account reconciliations
  • Communicating with customers to ensure prompt payment and compliance with agreed terms.
  • Good communication across the Finance team. This is key to ensuring safe and accurate record keeping and efficient handling of queries.
  • Good customer care skills
  • Good written and verbal English
  • Accuracy and attention to detail
  • Good organisational skills
  • Good computer and keyboard skills
  • An ability to work under pressure and to deadlines
  • An ability to work independently and as a team
  • Good administrative skills
  • Quick to learn
  • Proactivity and initiative
This role requires screening in the below areas:
  • 2 years of satisfactory Employment/Education References
  • Pre-Employment Credit Check

Applicants should be enthusiastic, determined and team players. Please complete the form below, or send your letter of application with your CV to: or by post to: Trakm8 Limited, 4 Roman Park, Roman Way, Coleshill, Birmingham, West Midlands, B46 1HG

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