Commercial Operations Coordinator at Rated People enhancing customer onboarding and sales operations. Collaborating with teams to ensure operational excellence and outstanding customer experiences.
Responsibilities
A new role here at Rated People, a Commercial Operations Coordinator supports the smooth delivery of sales operations and customer onboarding, helping our teams drive engagement, retention and growth.
Working closely with Sales, Account Management and other internal teams, you’ll ensure operational excellence, accurate reporting and outstanding customer experiences throughout the lifecycle.
Track, monitor and report sales performance and key metrics to management.
Maintain visibility of team KPIs and escalate performance gaps early.
Help maintain pipeline and account hygiene across systems and tools, ensuring account data is accurate and up to date.
Support monthly forecasting, account mapping and loyalty or engagement initiatives.
Prepare and distribute agreed reports in advance of effective dates.
Partner closely with management to ensure the team follows daily routines, sales processes and strategic objectives.
Support on or to process customer orders, quotations and contracts accurately and on time.
Ensure all outstanding orders are fulfilled and invoiced each month.
Maintain sales documentation, manage renewal cycles, prepare quotations and support retention activities.
Act as the liaison between Sales and other teams such as Marketing, Customer Success, Finance and Product.
Provide ad-hoc customer support, resolving issues promptly within business policies and standards.
Attend customer review meetings and support quarterly business reviews (QBRs).
Identify and generate incremental business opportunities through strong relationship management and upsell awareness.
Support the rollout of new plans, customer journeys and engagement programs.
Support team meetings and “buzz” sessions to maintain engagement and communication.
Monitor adherence to operational standards and highlight areas requiring training or correction.
Help coordinate onboarding and training for new team members.
Provide cover and support for colleagues when needed, ensuring continuity of service.
Encourage a culture of accountability, structure and continuous improvement.
Requirements
Proven experience managing customer relationships in a pre- and post-sales environment (onboarding, customer success, or account management)
Strong understanding of sales processes and customer success principles
Excellent verbal and written communication skills
Highly organised, detail- oriented and able to manage multiple priorities
Analytical mindset with the ability to interpret data to drive decisions
Proficient in Microsoft Office (especially Excel) and CRM systems
Collaborative, proactive and adaptable with a commercial mindset.
Don’t be put off if you do not meet 100% of the skills and experience - far more important to us is an inquisitive mindset, willingness to learn and a can-do attitude.
Benefits
25 days’ holiday (plus one day for every year of service, capped at 30 days)
Strong and inclusive company culture we all shape and take ownership and pride in, including companywide events, surprise and delights, roundtables and culture clubs
Market-leading private medical insurance on ‘medical history disregarded’ terms, access to the virtual GP service and mental health cover
Regular team lunches, socials, events and office drinks
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