Operations and Client Success Coordinator
Shropshire, United Kingdom
Full Time
Spotlight is a growing chartered accountancy practice with a mission to help our clients make their businesses more profitable and reach their full potential. We are a forward-thinking employer that cares about employee development and when you join Spotlight you become part of our team. We are a team that cares deeply about its clients, and you will be involved in ensuring that we deliver the information they need to achieve their personal and business goals.
Our core values
TEAMWORK
EMPATHY
GROWTH THROUH LEARNING
OWNERSHIP
ETHICS
About the role
Full-time: Office-based (minimum 30 hours) Monday-Friday
Location: Shifnal
Salary: £24,000-£30,000 FTE, depending on experience
At Spotlight Accounting, we’re on a mission to help business owners get clarity and control so they can reach their goals with confidence. We’re proud to be a forward-thinking firm that cares
deeply — about our clients, our team, and the way we work together.
We’re now looking for an Operations and Client Success Coordinator to join our team. This isn’t your typical admin role. It’s about supporting our people, streamlining how we work, and
ultimately helping us deliver a better, faster service to clients who rely on us.
What you’ll be doing
You’ll be the glue between our production team and the people we serve. The work is varied and full of impact:
- Client Coordination: Chase client info, track progress, and help keep work moving
- Workflow Oversight: Create KPI and workflow reports to give visibility across the practice
- System Projection: Lead the implementation of a new client management system and support our move into AI-based tools and automation
- HR & H&S Admin: Liaise with consultants to keep policies, software, and documentation up to date
- Building Maintenance: Look after utility bills and meter readings and ensure fire alarms and emergency lighting is checked weekly
- Client Comms: Send reminders about tax payments, handle basic HMRC calls
- Debt Chasing: Support our credit control by following up on overdue invoices
- Marketing Support: Maintain email lists, send mail merges, support events, and post on social media
- PA Support: Maintain and manage calendars, monitor emails, schedule meetings and appointments and coordinate travel and accommodation for the Director
- Office Admin: Keep the supplies flowing and make sure the team has what they need to deliver
You’ll love this role if you:
- Strong computer literacy and confidence using new systems
- A genuine interest in improving how things work
- Ability to work on your own initiative and manage multiple tasks
- A good understanding of confidentiality and data handling
- Experience in HR or project coordination is a bonus
What it’s like to work here:
You’ll be the glue between our production team and the people we serve. The work is varied and full of impact:
- Team Work
- Growth through learning
- Empathy
- Ownership
- Ethical decisions
We support our team with training, flexible working options, and a culture that values ideas, not just job titles. You’ll be supported by a great group of people who genuinely want you to succeed.
“Working for Spotlight has allowed me to develop in my role and on a personal level. It allows me flexibility and balance between home and work life whilst also allowing me to progress in my
career. It has also allowed me to build good relationships with Carrie, the team, and the clients to provide support and carry out my role to the best of my ability.” – Claire Bailey
Role: Operations and Client Success Coordinator
Thank you for applying. We’d love to get to know you better, beyond just your CV.
Please complete the following questions to help us understand your experience, values, and what lights you up about this role.
1. Your Experience
a) What interests you about this role at Spotlight Accounting?
b) What experience do you have in admin, operations, or project coordination roles?
c) Have you worked in an accountancy or finance-related environment before? If so, tell us a bit about it.
d) Tell us about a system or process you helped improve. What did you do and what was the result?
2. Your Skills & Style
a) What tools or systems are you comfortable using (e.g. project management tools, CRM
systems, spreadsheets)?
b) How do you stay organised when managing multiple priorities or deadlines?
c) Can you give an example of how you’ve taken ownership of a task or project at work?
d) How would your current or past colleagues describe your working style?
3. Client & Team Impact
a) Describe a time when your support made a noticeable diƯerence to a client or team member.
b) How do you handle situations where someone is slow to respond or misses a deadline?
c) What does ‘client success’ mean to you?
4. Values & Fit
Our core values are: Teamwork, Growth through Learning, Empathy, Ownership, and Ethical
decision-making.
a) Which of these values resonates with you most, and why?
b) Share a time when you had to make a values-based decision at work.
c) What kind of working environment helps you do your best work?
5. Practical Bits
a) Are you available to work from our oƯice for a minimum of 30 hours per week?
b) Do you have any commitments that might aƯect your availability or start date?
c) What are your salary expectations for this role?
Please send your CV and covering e-mail explain why you are interested in a career in accountancy to [email protected]
