Client Operations Executive - 9 Months FTC

Consultancy.uk; Leeds; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Contributory Pension Scheme

25 Days Holiday + UK Holidays

Perkbox discounts

Critical illness cover

Life assurance

Job summary

Hippo in Leeds seeks a Client Operations Executive to provide vital administrative and coordination support to Account Managers, Senior Account Managers and Client Partners. You’ll enable the account-owning team to stay focused on clients by handling onboarding, data completeness, CV tailoring, compliance checks and clean reporting.

This entry-point role offers a path toward more senior client operations leadership as you develop skills and take on greater responsibility.

Qualifications

• Experience in an account executive, operations or similar administrative/coordination role.
• Attention to detail, especially pricing schedules, IR35 and data quality.
• Ability to work independently and manage own diary with high service levels.

Responsibilities

• Support Account Managers and Senior Account Managers in maintaining data quality across Kimble/Kantata.
• Protect CRM/Kimble/Kantata data integrity and assist with records across supported accounts.
• Provide ad-hoc pricing schedule support for new SOWs and contracts, capturing commercial details.
• Assist with SOW support and cover for Account Managers and Client Partners as needed.
• Manage IR35 checks for contractors and assist onboarding compliance tasks.
• Drive onboarding administration including CV tailoring, clearances and forms.
• Support coordination with Resourcing, Delivery and the account-owning team to meet start dates and approvals on schedule.
• Prepare ad-hoc financial analysis and monthly client reports using Power BI.
• Support client communications and cross-team coordination to ensure smooth day-to-day running.

Skills

Data quality

Project coordination

Independent work

Tools

Kimble/Kantata

HubSpot

Job description

Firm

Hippo

Location

Leeds

Benefits

Competive

Hippo is looking for a Client Operations Executive to provide vital administrative and coordination support to our Account Managers, Senior Account Managers and Client Partners.

This role is the operational backbone of our client engagements. It's both internal and client-facing, and it keeps our accounts running smoothly through dependable, process-driven support. Rather than owning accounts or picking up handed-off commercial work, you'll enable the account-owning team to stay focused on their clients - supporting onboarding, keeping project data complete, tailoring CVs, running compliance checks and helping produce clean reporting.

If you're enthusiastic, organised, and thrive in a dynamic environment where no two days are the same, you'll fit right in. This role involves a lot of context-switching, so we're looking for someone proactive and adaptable who takes pride in supporting the success of the wider team.

Where this role sits: Client Operations Executive is the entry point into Hippo's Client Operations function, which supports the account-owning Commercial and Delivery team. It offers a clear pathway towards Client Operations Lead and Account Management as you develop your skills and take on greater responsibility.

Role Responsibilities

Systems & Data Support (Kimble/Kantata)

• Support Account Managers and Senior Account Managers in keeping their Kimble/Kantata data complete and accurate, running checks, flagging gaps and helping maintain data quality to a consistent standard. Account owners input and own their own data; your role is to support and assure completeness, not to take on data entry handed over to you.
• Support the integrity of CRM (HubSpot) and Kimble/Kantata records across the accounts you support.

SOW & Pricing Support

• Provide ad-hoc support with pricing schedules for new SOWs and contracts, ensuring commercial details are correctly captured.
• Provide SOW support and cover for Account Managers, Senior Account Managers and Client Partners where required.

Compliance & IR35

• Manage IR35 checks for contractors, ensuring we remain compliant and that all assessments are completed diligently and on time.
• Support wider compliance administration relating to onboarding and engagement.

Resourcing & Onboarding Administration

• Drive process-driven administration for new and existing projects, including CV tailoring in Flowcase, security clearances and onboarding forms.
• Support the coordination of onboarding activity with Resourcing, Delivery and the account-owning team so start dates, checks and approvals are completed on schedule.
• Support with Social Value administration - gathering and collating evidence of delivered commitments so it can be reported to clients accurately and on time.

Reporting & Financial Analysis Support

• Produce ad-hoc analysis and financial forecasts to provide the data needed for client discussions, utilising Power BI.
• Support the preparation of monthly account and client reports on behalf of the account-owning team.

Coordination & Cross-Sector Support

• Provide ad-hoc client communications support and cover where required.
• Support the other Client Operations Executives and the wider department to ensure smooth day-to-day running across accounts.

About You

We aren't looking for a list of certificates. We're looking for a proactive professional who can work independently and take genuine ownership of their workload.

Essential

• A logical, common-sense approach to problem-solving and a passion for finding solutions.
• Independence and initiative - comfortable managing your own diary and delivering high levels of service without being micro-managed.
• Adaptability: the ability to context-switch effectively and stay organised when priorities shift mid-day.
• Technical proficiency with CRM or PSA tools.
• Previous experience in an account executive, operations or similar administrative/coordination role.
• Meticulous attention to detail, particularly regarding pricing schedules, IR35 compliance and data quality.
• Excellent interpersonal skills and the ability to build effective working relationships across the wider Hippo team.

Desirable

• Experience with Kimble/Kantata and HubSpot, especially in an Admin capacity.

Other Requirements

• Willingness to travel nationally to Hippo offices and sometimes client sites when required.

Benefits

• Contributory Pension Scheme (Hippo 6% & Employee 2%)
• 25 Days Holiday plus UK Public Holidays
• Perkbox access for a wide range of discounts
• Critical illness cover
• Life assurance and death in service cover
• Volunteer days
• Cycle-to-work scheme for the avid cyclists
• Salary sacrifice electric vehicles scheme
• Season ticket loans
• Financial and general wellbeing sessions
• Flexible benefits scheme with options of:
• Private health cover
• Private dental cover
• Additional company pension contributions
• Additional holidays (up to an extra 2 days)
• Wellbeing contributionCharity contributions
• Tree planting

Diversity, Inclusion and Belonging at Hippo

At Hippo, we’re dedicated to creating a diverse, equitable and inclusive workplace that works for everyone. We understand that having a diverse team unlocks our capacity for innovation, creativity and problem solving. Only by building a community of diverse perspectives, cultures and socio-economic backgrounds can we create an environment where all can contribute and thrive.

We actively encourage applications from underrepresented groups including women, ethnic minorities, LGBTQ+, neurodivergent and people with disabilities. We are committed to providing an inclusive and accessible recruitment process that reflects our workplace culture. We are a registered Disability Confident Employer, Mindful Employer, Endometriosis Friendly Employer and a member of the Armed Forces Covenant. Hippo continually strives to remove barriers, provide accommodations and offer reasonable adjustments to ensure equity throughout our practices.

Hi, we’re Hippo

At Hippo, we design with empathy and build for impact. We do this by combining data-informed evidence, human-centred design and software engineering. We're a digital services partner who is genuinely invested in helping our clients thrive as modern organisations. Our delivery methodology is truly agile, from concept to reality, supporting innovation and continuous improvement to achieve your desired outcomes.

We firmly believe that technology should serve humanity, not the other way around. We take a human-centred approach to everything we do because we understand that complex problems require a service design approach. This means understanding how users behave and ensuring our solutions work for them in the real world.

Our combination of data, design, and engineering delivers bespoke digital services that make a positive and meaningful impact on organisations and society.

Have a look through our Website at Our Story & Purpose, Our Culture & Values, Case Studies and Our Solutions & Services to find out some more!

Hippo Locations

We are headquartered in Leeds and have offices across the UK in Glasgow, Manchester, Birmingham, London and Bristol. We're on the lookout for top talent nationwide but you need to be located within reasonable travelling distance from one of our offices. Given the dynamic nature of a consulting business, you may be required to work on-site at a Hippo office or at an in/out of town client location for a number of days per week (client dependent) and therefore candidates will need to be open/flexible to travel and working on one of those sites at least 2 days per week. We offer a generous relocation support package of up to £8,000 (please ask for terms and conditions) to help make your move a smooth one.