Twenty7tec transforms financial advice through technology. We partner with businesses of all sizes who share our ambition to simplify, streamline and digitise financial services in the mortgage and wealth markets. All our partners are different, so our technology can be customised to meet both the needs of the business and the needs of the client. As such, we need talented people to join our growing team and are excited we have new opportunities to do so. We are now looking for a Revenue Operations Executive to join our team. As a Revenue Operations Executive Twenty7Tec, you will provide essential support to sales teams by managing internal platforms, ensuring the structure of Accounts and Users is accurate, and Service Provisions reflect billing arrangements. This includes performing data reviews and cleanses to safeguard the integrity of vital business data. This role also involves overseeing the creation and amendment of customer subscriptions, ensuring the data recorded will result in accurate and seamless billing.

About Us The power and benefits of great financial advice are unquestionable. Twenty7tec, through our Velocity platform, is committed to designing and building exceptional technology, that supports mortgage, protection, and wealth advisers in delivering exceptional client outcomes. Our technology is used by advisers, lenders, product providers, and financial institutions to underpin the effective delivery of financial advice to millions of consumers in the UK. On a daily basis, over 16,000 mortgage, protection and wealth advisers utilise our Velocity platform. Twenty7tec is a diverse employer, and we understand that everyone is unique. If you require additional information or reasonable adjustments to help you with your application or interview, we would be very happy to assist. If your application is successful and you are invited to an interview, we will provide you with an information sheet giving insight into our interview process, so you know what to expect.

Recruitment Process Applications for this role may require a short online assessment to establish competency in certain skill areas. If your application is successful, you will be invited to a short telephone screening call with a member of our HR team. This is an informal conversation to find out a little more about you and your expectations ahead of potentially moving on to a formal interview. If you are invited to an interview, this may be carried out at our Bournemouth office, or online via a video call depending on your location. Interviews are conducted with the line manager for this role. A second interview may be required depending on the specific job role and may be attended by a member of senior management where required. Don’t worry though, we’re all very friendly!

About You

You will have:

Minimum of GCSE in English and Maths at Grade C (or equivalent)
Proven experience in a a Customer Support role, with good verbal and written communication qualities.
Ability to work independently on tasks or projects
Evidenced experience in roles that require a great attention to detail in order to achieve any level of success, as well as roles that require the ability to work across different systems.
Experience in performing a role that, whilst not solely responsible for it is associated with billing operations and ensuring customers are billed accurately and on time.

Job Responsibilities

Own the registration of, and assist with the onboarding of, new users. Ensuring all the required information is accurately captured and that any existing subscriptions are updated.
Provide administrative support for Accounts generally, ensuring updates to account details, user permissions, and statuses are handled efficiently and accurately.
Conduct regular and ad hoc data reviews and cleanses to maintain up-to-date records within all of Twenty7tec's operating applications.
Identify and resolve data discrepancies, collaborating with relevant teams as needed to ensure data integrity.
Create, manage, and review customer subscriptions, ensuring that all details align with the agreed terms before they are processed within Zuora (the Twenty7tec Billing application).
Amend and update subscriptions as and when required, including for Accounts owned by this role, ensuring changes to business agreements are reflected accurately.
Act as a point of contact for, primarily, our sales teams regarding Account and Subscription management queries.
Provide timely support (striving to never breach agreed upon SLAs) to sales team members, helping them address customer requests.
Take responsibility for raising flaws in processes with the aim of continuously improving the effectiveness and efficiency of the team.
Collaborate with cross-functional teams to implement process improvements and streamline workflows.

The above is not an exhaustive list of duties and you will be expected to perform additional or other duties as necessary to meet the needs of the business.

Benefits

You'll be joining a company that looks after its people, Twenty7tec is currently ranked as a "Best Technology Company" to work for and holds a Best Companies "Outstanding Company to work for" official accreditation.

Annual bonus (performance-based)
Flexible working location
Increase on length of service up to a maximum of 28 days holiday plus bank holidays
Enhanced Maternity and Paternity Leave
Pension scheme
Death In Service insurance
Financial coaching and salary advance platform
Cycle to work scheme
Learning and development opportunities including a Udemy for Business Licence
Wellbeing programme, including access to Mental Health First Aiders
Health care plan (dependent on length of service)
Dog-friendly office
In-person and remote social events throughout the year

Job Types: Full-time, Permanent

Pay: £22,500.00-£25,000.00 per year

Additional pay:

Performance bonus

Benefits:

Company events
Company pension
Enhanced maternity leave
Enhanced paternity leave
Health & wellbeing programme
Paid volunteer time
Referral programme

Schedule:

Monday to Friday

Ability to commute/relocate:

Bournemouth: reliably commute or plan to relocate before starting work (required)

Education:

GCSE or equivalent (preferred)

Experience:

customer service: 1 year (preferred)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in Bournemouth

Twenty7Tec

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Revenue Operations Executive