Client Success & Projects Coordinator

Hales Group; Cambridgeshire and Peterborough; Hybrid; GBP 27,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Hales Group is seeking a Customer Success Officer in Cambridgeshire to join our expanding team. You will act as a key link between clients, service providers and internal teams, coordinating projects from start to finish and ensuring services are delivered to a consistently high standard.

The role suits someone with strong administration or project coordination experience, excellent communication, and meticulous attention to detail.

Qualifications

• Two years' B2B administration, customer service, service delivery or project coordination.
• Excellent written and verbal communication skills.
• Strong attention to detail and highly organized.
• Confident communicating with clients and stakeholders at all levels.
• Ability to manage several projects and priorities.
• Proactive, self-motivated and dependable.
• Experience with Microsoft Word, Excel and PowerPoint.
• Experience with Salesforce or another CRM is helpful but not essential.
• Professional approach handling confidential information.

Responsibilities

• Act as main point of contact for clients and referrals.
• Set up and coordinate new projects from instruction to completion.
• Create and maintain project folders, CRM records and internal documentation.
• Coordinate dates, meetings and venues with clients and service providers.
• Allocate work and monitor availability to support effective service delivery.
• Liaise with clients to ensure work is scheduled promptly.
• Keep relevant stakeholders updated on changes or developments.
• Maintain accurate client and project information in Salesforce and other CRM systems.
• Managing sensitive and confidential data appropriately.
• Support client reporting and collating key performance information.

Skills

Administration

Customer service

CRM systems

MS Office

Communication

Organization

Stakeholder management

Tools

Salesforce

Excel

PowerPoint

Job description

Hales Group is seeking a Customer Success Officer in Cambridgeshire to join our expanding team. You will act as a key link between clients, service providers and internal teams, coordinating projects from start to finish and ensuring services are delivered to a consistently high standard.

The role suits someone with strong administration or project coordination experience, excellent communication, and meticulous attention to detail.