• To understand the requirements and needs of the customer regarding their samples • To be able to effectively manage the chase of the sample due dates and liaise with customer and labs to arrange expected delivery dates • To ensue regular communication is kept between the sample chaser and the sales team for any new business that comes through • To handle all calls (inbound and outbound) in an effective manner to ensure that the BSI “Tone of Voice” and quality guidelines are always maintained • To ensure that all associated administrative tasks associated within the testing process are processed in a timely and accurate manner • To take ownership for problem resolution where expressions of dissatisfaction are highlighted, ensuring prompt action is taken, escalating to appropriate managers- (Lab managers/ scheme managers) • Build strong and effective relationships with our global Sales, Laboratory and Certification teams, to ensure on-boarding of new clients is smooth and effective, linking in all relevant stakeholders to deliver a seamless client experience • Work across Product Certifications Delivery teams, ensuring that we are delivering the client programme, regardless of location. • Ensuring we plan Hybrid audits (where appropriate) to minimise our carbon footprint and better support our clients • To identify resource solutions for all un-booked Assessments within a designated territory and book with clients utilising all available planning tools, providing short and long term planning solutions, ensuring monthly delivery and relevant KPI targets are met • Take ownership of availability for specific external delivery teams and work with our global delivery teams to utilise all diary availability • Negotiating with customers in relation to diary moves to minimise the number of changes necessary whilst implementing policy where required to ensure that any cancellation charge is correctly applied, with prompt rebooking of the affected job(s) • Manage individual workflows/Client programmes, to ensure none become out of date and place our client certificates at risk • Identify opportunities to grow the business through communicating relevant products and services to our clients, leveraging BSIs entire portfolio • To ensure that all associated administrative tasks associated with visit booking are processed in a timely and accurate manner, in line with written quality guidelines • To take ownership for problem resolution where expressions of dissatisfaction are highlighted and ensure a prompt resolution and response to customers to prevent escalation into complaint, highlighting instances to line management, particularly where individual limits of authority may be exceeded.

• Manage and retain a high‑value book of ~200 Evolve listings. • Build strong, strategic relationships that reduce churn and drive long‑term partnership value. • Act as a performance expert by delivering clear, data‑driven insights on property and portfolio performance. • Serve as a trusted, go‑to resource for owners - providing support, strategic guidance, and growth recommendations. • Proactively identify opportunities to improve owner performance and experience. • Cross‑sell Evolve services to maximize portfolio value while staying current on industry trends and market dynamics. • Increase NPS and LTV through upsells such as management tier upgrades, expanded availability, amenity improvements, and additional properties. • Provide market and property analysis to help owners identify opportunities to expand their portfolios with Evolve. • Conduct monthly and quarterly performance reviews to align on goals, insights, and next steps. • Collaborate cross‑functionally with internal teams to deliver a seamless, high‑quality owner experience. • Stay informed on the short‑term rental industry trends to advise owners on potential impacts to their business

• Serve as the primary relationship manager for a portfolio of private foundations. • Respond to client inquiries with care, clarity, and precision across email, phone, and video communications. • Provide relevant insights and updates to proactively support client success and long-term engagement. • Support client retention goals by consistently delivering high-value, trustworthy service. • Collaborate with sales and relationship teams as needed, contributing insight and technical knowledge in prospect meetings. • Manage administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations. • Coordinate efforts across departments—grantmaking, tax, legal, and technology—so clients receive seamless, integrated support. • Maintain rigorous attention to accuracy, timelines, and process integrity in all client-related operations. • Lead the onboarding of new foundations, tailoring our technology platform (Impactfully) and services to meet each client’s needs. • Serve as a source of knowledge on private foundation regulations, operational best practices, and our expanding suite of solutions. • Help clients navigate changes and growth opportunities with thoughtful, well-informed recommendations. • Continuously expand your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services. • Identify opportunities for internal process improvements and client service enhancements. • Engage constructively with internal teams to ensure our systems evolve in ways that serve clients better—without sacrificing precision.

• Establish an advisory relationship by identifying current and potential needs and supporting client retention • Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction • Analyze and meet special client needs, handle requests and follow up as needed • Collect, compile and analyze data • Prepare reports and recommendations • Stay on top of the latest standards, products and services in your field