Lifecycle Coordinator

at  Cooper Parry

About the role…:
Are you a proactive and dynamic individual with a passion for client satisfaction and relationship building?
Do you thrive in fast-paced environments where no two days are the same?
If so, we have the perfect opportunity for you!
Join us at Cooper Parry as a Lifecycle Coordinator for a fixed term contract, where you will be at the forefront of our mission to deliver exceptional service and support to our clients throughout their journey with us. Your role will be pivotal in ensuring seamless transitions, nurturing strong relationships, and optimising client satisfaction at every touchpoint.

This isn’t your typical coordination role—it’s an exciting chance to serve as a crucial link between our clients and Cooper Parry. From initial client onboarding to ongoing administrative support and beyond, you will play a fundamental role in our clients’ experience with CP. You will:

• Manage our client onboarding process in collaboration with our Partners, Managers, and Risk & Compliance Team
• Coordinate the setup of client delivery software for both new and existing clients, ensuring our teams are ready to deliver from day one
• Arrange milestone meetings within the client lifecycle, both internally and externally
• Work collaboratively with our Resourcing Team to assist in resource allocation, budget creation, and team scheduling to ensure engagement targets are met
• Maintain schedules for Manager to Partner reviews, ensuring seamless collaboration across service lines
• Monitor engagement progress, identify potential issues or delays, and liaise with Resourcing and Manager teams to resolve resource constraints
• Coordinate the signing and submission of key deliverables
• Support with monitoring finance exceptions, working closely with our Finance Team and Managers to resolve issues

About you…:

As the ideal candidate for this role, you’ll be a personable, organised, and energetic team player with the ability to:

• Communicate effectively with diverse internal and external stakeholders
• Organise, plan, and prioritise tasks efficiently
• Work at a fast pace while maintaining high-quality standards
• Proactively adapt to changing work demands
• Embrace teamwork and display enthusiasm for your role
• Be proficient in Microsoft Office tools—Word, Excel, Outlook, and PowerPoint
• Work from our vibrant Birmingham office 3 days each week

About us…:
We’re a straight-talking Accountancy firm who put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK… and our vision is to continue.

Over the last couple years alone, we have achieved some fantastic feats:

• Ranked No.1 in the Accountancy Age Mid-Tier Power Index
• Placed Top 3 in the mid-size category at the Inspiring Workplace Awards and 13th overall at the Inspiring Workplace Awards, against all businesses of all sizes across Europe, Middle East & Africa
• B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow
• Best Companies No.1 Accountancy Firm to work for in the UK & No.30 Best Large Company to work for 2023

What’s in it for you…

We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like:

• A streamlined, client-focused service free from unnecessary red tape
• Incredible development and career growth - tailored training to help you learn and progress
• A truly flexible approach to hybrid working
• Empowered and entrusted to do what you do best
• An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform

We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities’ employer, we will work with you to ensure you have all you need to achieve your best.
Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

This isn’t your typical coordination role—it’s an exciting chance to serve as a crucial link between our clients and Cooper Parry. From initial client onboarding to ongoing administrative support and beyond, you will play a fundamental role in our clients’ experience with CP. You will:

• Manage our client onboarding process in collaboration with our Partners, Managers, and Risk & Compliance Team
• Coordinate the setup of client delivery software for both new and existing clients, ensuring our teams are ready to deliver from day one
• Arrange milestone meetings within the client lifecycle, both internally and externally
• Work collaboratively with our Resourcing Team to assist in resource allocation, budget creation, and team scheduling to ensure engagement targets are met
• Maintain schedules for Manager to Partner reviews, ensuring seamless collaboration across service lines
• Monitor engagement progress, identify potential issues or delays, and liaise with Resourcing and Manager teams to resolve resource constraints
• Coordinate the signing and submission of key deliverables
• Support with monitoring finance exceptions, working closely with our Finance Team and Managers to resolve issue

As the ideal candidate for this role, you’ll be a personable, organised, and energetic team player with the ability to:

• Communicate effectively with diverse internal and external stakeholders
• Organise, plan, and prioritise tasks efficiently
• Work at a fast pace while maintaining high-quality standards
• Proactively adapt to changing work demands
• Embrace teamwork and display enthusiasm for your role
• Be proficient in Microsoft Office tools—Word, Excel, Outlook, and PowerPoint
• Work from our vibrant Birmingham office 3 days each wee