Client Operations Specialist: Onboarding, Data & Compliance

Hippo Digital Limited; Leeds; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Pension scheme

25 days holiday

Perkbox access

Life assurance

Cycle-to-work

Relocation support

Private health cover

Job summary

Hippo Digital Limited is seeking a Client Operations Executive in Leeds to provide essential administrative and coordination support to Account Managers and Partners. You’ll help onboarding, maintain project data, tailor CVs, run compliance checks and support clean reporting.

The role sits at the operational backbone of our client engagements, balancing internal and client-facing tasks, enabling the account-owning team to focus on clients while you manage processes across data quality, SOW

Qualifications

• 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.

Responsibilities

• 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.
• Support the integrity of CRM (HubSpot) and Kimble/Kantable records across the accounts you 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.
• 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.
• 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.
• 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.
• 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.

Skills

CRM tools

PSA tools

Independent work

Problem solving

Data quality

Cross-functional collaboration

Organisational skills

Tools

Kimble/Kantata

HubSpot

Power BI

Job description

Hippo Digital Limited is seeking a Client Operations Executive in Leeds to provide essential administrative and coordination support to Account Managers and Partners. You’ll help onboarding, maintain project data, tailor CVs, run compliance checks and support clean reporting.

The role sits at the operational backbone of our client engagements, balancing internal and client-facing tasks, enabling the account-owning team to focus on clients while you manage processes across data quality, SOW