Client success & practice coordinator Work, Jobs in Oxford (with Salaries)

Client Success & Practice Coordinator
Directive Finance Ltd —Wallingford
- £26,000 - £30,000 a year
- Part-time
- Hybrid work
- Profit sharing
- Flexitime
Quick apply
Account Executive
REL Field Marketing —Reading
- £28,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee discount
Logistics Coordinator (Rigger Planner)
Gravity Media —High Wycombe
- £27,000 - £28,000 a year
- Full-time
- Continuous improvement
- Team management
- Organisational skills
- Employee discount
- Referral programme
Quick apply
Fleet and Corporate Travel Manager
Thomas Franks Ltd —Hook Norton
- Up to £40,000 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
- School
- Employee assistance programme
- Employee discount
Quick apply
13d
Information Manager
Glanua —Reading
- Full-time
- Organisational skills
Quick apply
Senior Site Manager
Hill Group UK —High Wycombe
- Microsoft Office
- Leadership
- Communication skills
- Employee discount

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Client Success & Practice Coordinator
Directive Finance Ltd —Wallingford
Chasing outstanding onboarding items including ID checks, HMRC agent authorisations and software access. Supporting credit control and payment administration.
£26,000 - £30,000 a year
Quick apply

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client success & practice coordinator jobs near oxford

Client Success & Practice Coordinator

Directive Finance Ltd
Wallingford

Quick apply

Job details

Permanent | Part-time
£26,000 - £30,000 a year

Benefits

Profit sharing
Flexitime
Company pension
Work from home
Company events
Referral programme
Sick pay

Qualifications

Accounts Receivable Credit Control
Client onboarding compliance checks

Full job description

Part Time | Hybrid | Wallingford (OX10) | £26,000 - £30,000 FTE (pro-rated) + Profit Share

Help keep our practice running brilliantly.

At Directive Finance, we're building a different kind of accountancy practice.

We're a modern, cloud-based firm based in Wallingford, supporting ambitious business owners with proactive bookkeeping, management accounts, payroll and tax services. As we've grown, we've reached the point where we need someone who loves organisation, thrives on keeping things moving and genuinely enjoys helping clients.

This isn't an accounting role.

Instead, you'll become the engine room of our practice, making sure new clients are onboarded smoothly, records arrive on time, jobs keep moving and nothing falls through the cracks.

If you're highly organised, naturally proactive and not afraid to politely chase clients when needed, we'd love to hear from you.

The Role

As our Client Success & Practice Coordinator, you'll take ownership of the operational side of the practice, allowing our accountants and bookkeepers to spend more time doing what they do best.

You'll become the first point of contact for many of our clients and play a key role in ensuring deadlines are met and work flows efficiently across the team.

No two days will be the same, and you'll have genuine ownership of your role from day one.

Key Responsibilities

You'll be responsible for:

Managing the onboarding process for all new clients from engagement through to completion
Chasing outstanding onboarding items including ID checks, HMRC agent authorisations and software access
Proactively requesting bookkeeping records, payroll information and VAT documents ahead of deadlines
Managing the "records requested" workflow to ensure nothing becomes overdue
Keeping our Practice Management Software accurate, assigning work and updating job statuses
Running regular workflow reviews to identify overdue or stalled jobs
Preparing simple workflow and overdue reports for the team
Acting as the first point of contact for general client enquiries
Supporting credit control and payment administration
Assisting with day-to-day office management, including ordering supplies and coordinating contractors
Supporting wider practice projects as the business continues to grow

What We're Looking For

We're much more interested in attitude than accountancy qualifications.

You'll thrive in this role if you are:

Highly organised and able to manage lots of moving parts
Confident picking up the phone and chasing clients professionally
Assertive, persistent and comfortable following things through to completion
Friendly, approachable and focused on delivering excellent client service
Comfortable learning new systems and technology
Proactive - you notice when something isn't moving and take ownership without waiting to be asked

Experience within accountancy, recruitment, legal, financial services, customer success or office management would all be beneficial, but isn't essential.

What Success Looks Like

Within your first 3–6 months:

New clients enjoy a smooth onboarding experience
Outstanding records are chased proactively and deadlines are met
Our Practice Management Software is always accurate and up to date
The team spends less time chasing and more time delivering work
Clients receive prompt, professional communication
Workflows run more smoothly and nothing falls through the cracks

Why Join Directive Finance?

We're a small, ambitious team where everyone's contribution genuinely matters.

You'll have real ownership, flexibility and the opportunity to help shape how our practice operates as we continue to grow.

What you'll enjoy

Hybrid working
Flexible part-time hours
Modern cloud-based systems
A genuinely supportive team
Profit share scheme
Company pension
Travel contribution for office days
Ongoing learning and development
The opportunity to grow with the business

Before You Apply

To be considered, you must:

Be based in the UK
Live within commuting distance of Wallingford (OX10)
Have the right to work in the UK

How to Apply

Please send your CV and a short cover letter to [email protected] telling us:

Why you'd like to join Directive Finance
Why this role appeals to you
Your relevant experience
Your salary expectations
Your notice period

Pay: £26,000.00-£30,000.00 per year

Benefits:

Company events
Company pension
Flexitime
Profit sharing
Referral programme
Sick pay
Work from home

Work Location: Hybrid remote in Wallingford OX10

Quick apply

Refine Your Search

client success & practice coordinator jobs in oxford

Client Success & Practice Coordinator

Account Executive

Logistics Coordinator (Rigger Planner)

Fleet and Corporate Travel Manager

Information Manager

Senior Site Manager

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