Hybrid Customer Success Coordinator - Remote Mon & Fri

Hales Group; Royston; Hybrid; GBP 27,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Hales Group is recruiting for a Customer Success Officer based in Cambridgeshire. The role is hybrid, with home-working on Mondays and Fridays, and involves coordinating projects, maintaining CRM records, and ensuring service delivery over multiple accounts.

You will act as the main client contact, manage project setup, communication, and reporting, and support the finance team with invoices and budgets. Strong administrative, relationship-building and organisation skills are essential.

Qualifications

• At least two years' experience in business-to-business administration, customer service, service delivery or project coordination.
• Excellent written and verbal communication skills.
• Strong attention to detail and highly organised approach.
• Confident communicating with clients and stakeholders at all levels.
• Experience using Salesforce or other CRM is helpful but not essential.

Responsibilities

• Acting as a main point of contact for clients and new service referrals
• Setting up and coordinating new projects from initial instruction through to completion
• Creating and maintaining project folders, CRM records and internal documentation
• Coordinating dates, meetings and venues with clients and service providers
• Allocating work and monitoring availability to support effective service delivery
• Liaising with clients to ensure work is scheduled promptly
• Keeping stakeholders updated on changes or developments
• Maintaining accurate client and project information within Salesforce and other CRM systems
• Monitoring budgets and purchase orders; escalating concerns when required
• Raising sales invoices and checking supplier invoices against timesheets
• Collaborating with Finance during project set-up and completion

Skills

Communication

Organisation

CRM systems

Microsoft Office

Salesforce

Project coordination

Customer service

Tools

Salesforce

Job description

Hales Group is recruiting for a Customer Success Officer based in Cambridgeshire. The role is hybrid, with home-working on Mondays and Fridays, and involves coordinating projects, maintaining CRM records, and ensuring service delivery over multiple accounts.

You will act as the main client contact, manage project setup, communication, and reporting, and support the finance team with invoices and budgets. Strong administrative, relationship-building and organisation skills are essential.