Customer Growth & Onboarding Coordinator

Point2Point IT Ltd; Swindon; Hybrid; GBP 21,000 - 24,000; Part time

Job summary

Point2Point IT Ltd in Swindon is seeking a part-time, office-based role to act as the organisational link between customers, prospects and the technical team. You will manage enquiries, follow-ups and onboarding, ensuring a professional and consistent customer experience from first contact through to becoming a customer and beyond.

You do not need to be an IT expert—the technical team handles the details. The ideal candidate is highly organised, confident communicating with customers, and adept

Qualifications

• Highly organised with excellent attention to detail.
• Persistent without being pushy.
• Confident speaking to customers by phone, video and in person.
• Strong written communication.

Responsibilities

• Respond to and track new enquiries.
• Ensure every sales opportunity has a clear next action and follow-up date.
• Follow up quotations and proposals.
• Arrange meetings and demonstrations.
• Keep prospects informed while technical proposals are being prepared.
• Chase outstanding information and decisions.
• Maintain accurate opportunity information in the CRM.
• Make sure promising opportunities do not disappear because nobody followed them up.
• Help organise regular customer reviews.
• Identify customers who may benefit from additional Point2Point services.
• Coordinate follow-up actions arising from customer meetings.
• Help introduce new services such as cybersecurity, compliance, communications and AI services.
• Help establish a structured customer referral and recommendation process.
• Help create a smooth prospect → proposal → agreement → new customer journey.
• Make sure required information and documentation has been collected.
• Coordinate actions between the customer and technical team.
• Keep the customer informed during onboarding.
• Ensure outstanding onboarding actions are followed through.
• Keep CRM and customer records accurate and current.
• Assist with Xero and general accounts administration.
• Send customer statements and follow up overdue accounts where required.
• Maintain documents and customer information.
• Help keep internal processes organised.

Job description

Point2Point IT Ltd in Swindon is seeking a part-time, office-based role to act as the organisational link between customers, prospects and the technical team. You will manage enquiries, follow-ups and onboarding, ensuring a professional and consistent customer experience from first contact through to becoming a customer and beyond.

You do not need to be an IT expert—the technical team handles the details. The ideal candidate is highly organised, confident communicating with customers, and adept