Following on from a previous article on Customer Relationship Executives I thought you might like a few more pointers to make the process of building this role easier, here goes.
Your business has become big enough to have a person in this role, other businesses of your type and stature have them and it seems to work for them. So how about your business? The decision has been made and someone has to implement it. What to do next?
- You’re leading them so ask what you want them to do and how you will support them to do it. (make a list FAST!)
- Get a budget sorted their wage and ancillary costs, the resources they will need on a basic level and then the resources needed for them to excel at what they do.
- What sort of person would you IDEALLY like to select for the role. Think personality type, adaptability, flexibility, nimbility, stunning phone manner, highly courteous at all times to ALL other personality types and so much more (another list!)
- Where will you position them so they can feel part of the team but have the privacy their role may require?
- How will you support, coach, mentor and support them?
- How will they be seen by other staff who might currently do a part of this role as part of their usual duties… How will they be seen by other staff in terms of importance within the business?
- What access to the database will they have?
- What I.T. support will they get?
- What Admin support will they have?
- How will you measure their performance?
- What will your expectations be of them?
- How often will you meet with them?
- What other people will have to interact with them so they can get their job done?
- What sort of position description have you put together, does it include enough detail? Does it leave scope for them to add to the role?
- What training will they need – to start with and along the way?
- Who will fill in while they are away? Will this fill in person be able to effectively fill the gap and continue in a ‘business as usual’ kind of way or will they need to work one on one with the existing person to make the transition seamless?
- How will you make sure they are not under too much pressure from ‘moaning customers’ and those who want to yell and scream?
- What strategies will you use to keep them motivated and highly engaged in their job?
- How will you include them in planning sessions, showing them the stats, having them measure the stats…
- What control will they have over the various situations which may arise… Feeding back info to staff, dealing with difficult customers (what sorts of gifts can they send)?
- What sort of ongoing ‘keep in touch program’ will you let them do, special occasion cards, reminder letters, promotional freebies and goodies.
- What limit will be set for their budget? Is it big enough or is it a bare minimum “we don’t know yet how big it should be, perhaps we should start out low and work up from there”?
- What level of authority will they have? Can they go straight to HR to warn of another staff member who is causing service ‘issues’ or so they have to ‘go through you’?
- Will you require them to work after hours at special customer events?
- Will they require the ability to think outside the square or is that left for the Marketing Department only?
- Do you want them to be loaded with ideas, or a person to ‘just do the job…’?




