Customer service and accounts coordinator
Customer service and accounts coordinator
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Direct message the job poster from ASSISTED HEALTH & MOBILITY LIMITED
Customer Service and Accounts Coordinator
Location: South Hyekham, Lincoln, LN6. Office based
Hours: Mon – Fri 9-5
Salary: ?? + lead gen bonus
Do you have experience in customer service and accounts/bookkeeping? Are you looking for a varied role within a friendly, supportive company?
If yes then our hybrid role of customer service and accounts /bookkeeping could be for you.
We’re looking for a friendly, organised, and compassionate team member to join us in delivering exceptional service to our customers — many of whom are older or vulnerable. You’ll guide customers through their bathroom installation journey with warmth and professionalism, while also managing essential bookkeeping tasks using Xero and supporting our sales and CRM processes.
Key Responsibilities:
* Maintain accurate day-to-day bookkeeping for the company.
* Input purchase invoices and sales records.
* Carry out monthly statement reconciliations.
* Manage customer payments (deposits, interim payments, and balances).
* Suggest cost-saving opportunities for outdated products or services.
* Keep your Xero and accounting knowledge up-to-date with training as needed.
* Continually review processes to find simpler, more efficient ways of working.
Customer Service & Journey Management:
* Support customers through every stage of their bathroom installation.
* Conduct customer journey calls and issue confirmation letters.
* Respond to customer queries promptly and compassionately.
* Request and collect necessary paperwork from customers
* Build positive relationships with our showroom, office, and field colleagues.
Sales and CRM Administration (Dynamics):
* Nurture and manage relationships with existing mobility partners.
* Seek out new mobility shop opportunities (commission payable).
* Create and update customer records in CRM and Xero.
* Maintain accurate customer folders with certificates, amendments, and documents.
* Log customer communications to ensure clear handovers across teams.
* Help ensure all customer leads are followed up to maximise sales opportunities.
* Be the first point of contact for customers experiencing issues such as installation delays.
* Handle challenging conversations with professionalism, working closely with relevant colleagues for support when needed.
GDPR Compliance:
* Process customer data securely and in line with GDPR regulations.
* Regularly review and suggest improvements to our data protection practices.
What We’re Looking For:
* A friendly, compassionate, and confident communicator, especially over the phone.
* Someone who can stay professional and calm under pressure.
* Highly organised and attentive to detail.
* A collaborative team player who enjoys helping others.
* Strong skills with Microsoft Office (Word, Excel, Outlook, OneDrive) and Xero (or similar accounting software).
* Experience with CRM systems (preferably Dynamics) would be an advantage.
Why Join Us?
You'll be part of a supportive, hard-working team that genuinely cares about making a difference in our customers' lives. We offer a friendly workplace, full training, and opportunities to develop your skills over time.
·Company Pension
·Company Events
·Free onsite parking
·Casual Dress
Requirements:
·GCSE or equivalent (preferred)
·Suitable experience/qualification in Accounts and Customer Service
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
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