Coordinate customer onboarding activities including NDAs, welcome packs, and onboarding documentation
Maintain accurate customer and partner records within Microsoft Dynamics CRM
Support and manage customer engagement and “Road 2 Success” activities
Assist with customer communications and follow-up actions
Ensure customer documentation and records are kept up to date and compliant
Administer and maintain Microsoft Dynamics CRM data integrity
Produce dashboards, reports, and operational insights using Power BI
Monitor customer success metrics and operational KPIs
Support process improvements through data analysis and reporting
Support supplier and contractor onboarding processes
Maintain supplier documentation and compliance records
Coordinate and support supplier audits
Track supplier performance and contract documentation
Complete client security questionnaires and supporting documentation
Manage document control processes across operational and customer-facing documentation
Support document classification and information governance activities
Maintain customer, partner, and supplier onboarding forms and records
Ensure documentation aligns with internal policies and compliance requirements

3+ years experience using Microsoft Dynamics CRM
Strong experience with Power BI reporting and dashboard creation
Excellent organisational and administrative skills
Strong attention to detail and document management capability
Experience managing customer onboarding or customer success administration
Ability to manage multiple tasks and priorities effectively
Strong written and verbal communication skills
Experience handling confidential and sensitive information
Understanding of supplier management or procurement processes (Desirable)
Familiarity with ISO 27001, security questionnaires, or compliance documentation (Desirable)
Experience with document classification and information governance processes (Desirable)

Customer Success – Business Operations Coordinator

Key skills