Client Operations Pro: Data, Onboarding & Compliance

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

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.