Job Summary
The Finance & Customer Support Coordinator plays a key role in supporting the day-to-day operations of the business by providing administrative, financial, and customer service support. This role is responsible for coordinating lubrication work schedules, processing financial transactions, maintaining accurate records, supporting credit control activities, and ensuring the smooth flow of information between customers, engineers, suppliers, and internal departments. The successful candidate will have excellent organisational skills, strong attention to detail, and a proactive approach to delivering high-quality customer service.
Key Responsibilities
Lubrication Planning & Customer Support
- Coordinate and schedule lubrication works, ensuring efficient planning and allocation of engineers.
- Prepare and issue Risk Assessments and Method Statements (RAMS) for planned works.
- Produce and distribute inspection reports accurately and within agreed timescales.
- Process and issue invoices for lubrication services using Sage and the company CRM system.
- Complete weekly/monthly engineers analysis and stock reconciliations to maintain accurate inventory records.
- Act as a key point of contact for customer enquiries, providing professional and timely support.
- Liaise with engineers, customers, and suppliers to ensure work is completed efficiently and any issues are resolved promptly.
Finance & Administration
- Post sales invoices onto SAGE and perform weekly and monthly reconciliations between Sage and the CRM system to ensure all invoices are correctly recorded on both systems.
- Carry out credit control activities, including monitoring outstanding accounts and following up overdue payments.
- Review supplier statements, identify missing invoices, and obtain outstanding documentation for processing within Sage.
- Check Sage customer/supplier balances agree with relevant bank sheets to ensure accuracy for cash flow planning.
- Maintain accurate financial and customer records, ensuring compliance with company procedures and audit requirements.
Skills & Experience
- Previous experience in a finance, accounts administration, customer service, or coordination role.
- Experience using Sage accounting software.
- Strong numerical and analytical skills with excellent attention to detail.
- Good understanding of invoicing, account reconciliation, and credit control processes.
- Excellent communication and interpersonal skills.
- Strong organisational and time management skills with the ability to manage multiple priorities.
- Proficient in Microsoft Office, particularly Excel.
- Ability to work independently while contributing effectively within a team.
Personal Attributes
- Professional, reliable, and highly organised.
- Customer-focused with excellent problem-solving skills.
- Strong attention to detail and a commitment to accuracy.
- Proactive, adaptable, and able to work under pressure.
- Positive attitude with a willingness to learn and support colleagues.
Reporting To
Operations Director
Working Hours
Week 1 – Monday – Friday 8:30am to 5:00pm, 30 minutes unpaid lunch break.
Week 2 – Monday – Thursday 8:30am to 5:00pm, Friday 8:30am to 3:00pm (please see rota for early finish team), 30 minutes unpaid lunch break.
Purpose of the Role
To provide efficient operational, financial, and customer support that ensures accurate financial processing, effective coordination of lubrication services, and an excellent experience for both customers and internal stakeholders.
Benefits:
- Casual dress
- Company events
- Company pension
- Free parking
- On-site parking
Application question(s):
- What level of experience Sage, Microsoft Excel
- Do you speak Spanish, not essential but would be useful
Language:
Work authorisation:
- United Kingdom (preferred)
Work Location: In person
