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.

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?

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 Projects: 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:

• Enjoy variety and taking ownership of your work
• Have experience in a finance or accountancy environment
• Are confident with tech and systems — and keen to learn more
• Like working across teams and talking to people
• Care about the details and believe that how we work matters

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.