Who are we looking for?

Principal Objectives

The Business and Operations Coordinator is responsible for providing substantive support to the London Office teams including key functions relating to reporting, communications, document management and invoicing.

Key Responsibilities:

  • Collaborate with the Head of Sales to ensure that administrative functions (reporting, budgets, communications, documentation) are completed accurately and to the highest standard
  • Manage customer and prospect details across multiple platforms including the CRM and produce relevant market and opportunity reports
  • Ensure all contracts are completed, signed, registered, and all obligations and action points contained are actioned
  • Liaise with Customer Success & Sales functions to gather the details and supporting documentation required for the monthly billing cycle in a timely manner
  • Accurate preparation of invoicing templates for upload into Microsoft Navision
  • Update & maintain the EMEA Recurring Revenue schedule
  • Accounts Receivable – working in conjunction with Group AR, be the primary contact with customers to follow up on outstanding payments, remittance and provide supporting information to ensure prompt collection of outstanding debt
  • Assist when required with information requests for the Vista Group & local UK annual audits.
  • Ensure that fully signed contracts, proposals, supplements, SOWs are properly stored and filed
  • Manage the process of issuing or renewing customer product licenses in-line with contracts and receipt of payments, as guided by the appropriate Account Manager, Head of Sales & Head of Finance.
  • Maintain the contract reporting documents
  • Proactively look to improve internal processes and communication across all operational areas of the company
  • Audit and maintain Business Systems (CRM, Navision, Harvest, Wrike) and produce detailed and high-level reports
  • Provide support on all internal projects, audits and reviews conducted by the Business Operations Manager
  • Work with the Business Operations Manager to ensure the efficient and effective operation of all teams

This is a new role and the functional requirements may be reviewed in consultation with the successful candidate.

Person specification:

Qualifications and experience:

  • 2+ years in an administrative role. Relevant tertiary qualification
  • Previous experience with billing & invoicing cycles and CRM tools
  • Financial and commercial awareness
  • Detail oriented, and persistent in getting things done

Skills, Knowledge, Abilities and Personal Attributes:

  • Well-rounded technical and personal skills
  • Sets high standards
  • Positive and collaborative team member
  • Proven ability to effectively manage a varied and busy workload and to meet deadlines
  • Ability to develop and maintain good professional working relationships with people at all levels across the company and externally
  • Excellent written and verbal communication skills


Hybrid working

25 days Annual Leave increasing to 28 on the 4th year of service + public holidays

Royal London Pension 9% made up of employee 5%/ 4% employer contributions

R&R Fridays - half a day off every Friday fully paid

Annual Volunteer day

Enhanced Sick Pay 5 days fully paid a year

5 Days Paid Bereavement Leave

Enhanced Parental leave with length of service

24 hour Employee Assistance Program services

Private Medical Health coverage for you and your family + Dental and Eye care contributions

Perkbox, with free perks each month, plus access to range of high street discounts and rewards

Discounted Gym memberships

Health and Wellbeing hub

Access to Salary Sacrifice scheme

Team Social Events throughout the year

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