Customer Service Administrator / Operations Administrator

Effective Recruitment Solutions Ltd; Ipswich; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Performance bonus up to £2,000

Competitive salary

Training and progression

Modern systems

Supportive family-run business

Job summary

Proactive People is seeking a Customer Service Administrator / Operations Administrator in Ipswich for a busy heating and cooling firm. The role covers customer service, diary planning, and basic bookkeeping, with a focus on improving efficiency and customer experience.

The ideal candidate will have administration and customer service experience, knowledge of Xero, and a proactive, detail-oriented mindset. Salary £28,000-£30,000 with a performance bonus up to £2,000 per year.

Qualifications

• Previous experience in administration and customer service.
• Bookkeeping experience, ideally using Xero.
• A sales background or confidence in following up quotations and converting enquiries.

Responsibilities

• Answering customer calls and serving as first point of contact.
• Diary management: coordinate engineers’ schedules for servicing, breakdowns and installations.
• Manage work orders from letting agents/landlords, liaise with tenants and property managers.
• Invoicing and bookkeeping support using Xero; credits and reconciliations.
• Follow up quotations and convert enquiries into bookings; identify opportunities.
• Update CRM and improve process efficiency.

Skills

Customer service

Communication

Organisation

Problem solving

Attention to detail

Tools

Xero

CRM systems

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.

Proactive People is an employment agency