Customer Service Administrator / Operations Administrator

Confidential; England; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Competitive salary 28–30k

Performance bonus up to £2k

Training and progression

Family-run business

Job summary

Confidential, Ipswich-based heating and cooling firm, is seeking a Customer Service & Operations Administrator to join the team. The role covers answering calls, diary management for engineers, liaising with agents and landlords, invoicing using Xero, and following up quotations to convert enquiries into bookings.

You will need experience in administration and customer service, bookkeeping with Xero, and a sales mindset. Strong communication, organisation, and initiative are essential.

Qualifications

• Experience in administration and customer service.
• Bookkeeping experience, ideally using Xero.
• Sales experience or ability to follow up quotations.
• Excellent communication and organisational skills.
• Ability to prioritise, problem-solve and take initiative.
• Experience in heating, plumbing, construction or property management is a plus.

Responsibilities

• Customer service: answering phone, first point of contact
• Diary management: coordinate engineers’ diaries, schedule servicing, breakdowns, installations
• Liaise with estate agents, letting agents and landlords; manage work orders
• Bookkeeping and accounts: invoicing, reconciliations, credit control, financial admin
• Sales and quotation follow-ups: convert enquiries into bookings
• Updating CRM and improving efficiency

Skills

Customer service

Diary management

Scheduling

CRM software

Communication

Organisation

Initiative

Attention to detail

Tools

Xero

CRM system

Job description

Customer Service Administrator / Operations Administrator Customer Service Administrator / Operations Administrator. An Ipswich based heating and cooling firm are looking for a Customer Service & Operations Administrator to join the team. 28-30k per annum + up to 2k performance bonusMonday to Friday 8am - 5pm, 40 hour paid week The Customer Service Administrator / Operations Administrator will perform a varied role including the following:

• Customer service, answering the phone to customers, being first point of contact
• Diary management, coordinating engineer's diaries, scheduling servicing, breakdowns and installations
• Managing estate agent work orders, managing instructions from letting agents and property managers, liaising with tenants and landlords, ensuring jobs progress
• Bookkeeping and accounts - invoicing, Xero, reconciliations, credit control and supporting financial administration
• Sales and quotation follow ups - following up quotations, converting enquiries into confirmed bookings and identifying opportunities
• Updating CRM, managing app, improving efficiency

The Customer Service Administrator / Operations Administrator will need:

• Previous experience in administration and customer service.
• Bookkeeping experience, ideally using Xero.
• A sales background or confidence in following up quotations and converting enquiries.
• Excellent communication and organisational skills.
• Someone who can prioritise, problem-solve and take initiative.
• Strong attention to detail and a positive, can-do attitude.
• Experience in the heating, plumbing, construction or property management sectors would be an advantage, but isn't essential.

The Customer Service Administrator / Operations Administrator will benefit from:

• Competitive salary of 28,000- 30,000 depending on experience.
• Performance-related bonus of up to 2,000 per year, linked to achievable KPIs including quotation conversions, customer service, diary management and bookkeeping accuracy.
• Opportunities for training, development and progression.A supportive, established family-run business.
• Modern systems and technology designed to make your working day more efficient.