Customer Success & Business Operations Coordinator
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AI Summary
“I am hugely excited about my future and the future of CyberOne. I have enjoyed my time here immensely and have learnt a huge amount in a short space of time, year-for-year I've learnt more here than I have at Microsoft and PwC.” - CyberOne Consultant
About CyberOne
CyberOne is a pure-play Microsoft security partner dedicated to helping enterprises realise the full value of the Microsoft Security portfolio—across Defender XDR, Sentinel, Entra, Purview, Intune, Copilot for Security and more. We combine deep technical expertise with outcome-driven services that accelerate secure cloud adoption, modernise threat protection and simplify compliance.
Job Title: Customer Success & Business Operations Coordinator
Location: Remote
Employment Type: Full-time
The Role:
We are looking for a highly organised and detail-oriented Customer Success & Business Operations Coordinator to support our customer success function and wider business operations. This role is ideal for someone with strong administrative and operational experience who is confident using Microsoft Dynamics CRM and Power BI to manage customer information, reporting, and workflow processes.
The successful candidate will play a key role in supporting customer onboarding, contract administration, supplier management, compliance activities, and document control processes while helping ensure an excellent customer and partner experience.
Responsibilities:
Customer Success & Client Administration
· Coordinate customer onboarding activities including NDAs, welcome packs, and onboarding documentation
· Maintain accurate customer and partner records within Microsoft Dynamics CRM
· Support and manage customer engagement and “Road 2 Success” activities
· Assist with customer communications and follow-up actions
· Ensure customer documentation and records are kept up to date and compliant
CRM & Reporting
· Administer and maintain Microsoft Dynamics CRM data integrity
· Produce dashboards, reports, and operational insights using Power BI
· Monitor customer success metrics and operational KPIs
· Support process improvements through data analysis and reporting
Supplier & Contractor Management
· Support supplier and contractor onboarding processes
· Maintain supplier documentation and compliance records
· Coordinate and support supplier audits
· Track supplier performance and contract documentation
Compliance & Documentation
· Complete client security questionnaires and supporting documentation
· Manage document control processes across operational and customer-facing documentation
· Support document classification and information governance activities
· Maintain customer, partner, and supplier onboarding forms and records
· Ensure documentation aligns with internal policies and compliance requirements
Qualifications:
Essential
· 3+ years experience using Microsoft Dynamics CRM
· Strong experience with Power BI reporting and dashboard creation
· Excellent organisational and administrative skills
· Strong attention to detail and document management capability
· Experience managing customer onboarding or customer success administration
· Ability to manage multiple tasks and priorities effectively
· Strong written and verbal communication skills
· Experience handling confidential and sensitive information
Desirable
· Experience working within a cybersecurity, technology, or managed services environment
· Understanding of supplier management or procurement processes
· Familiarity with ISO 27001, security questionnaires, or compliance documentation
· Experience with document classification and information governance processes
Personal Attributes
· Highly organised and process-driven
· Proactive and able to work independently
· Customer-focused with strong relationship management skills
· Comfortable working across multiple departments and stakeholders
· Analytical mindset with strong problem-solving abilities
· Professional, adaptable, and reliable
Why Join Us?
Work with experienced cybersecurity professionals on meaningful, high-impact engagements
Exposure to a wide range of industries, challenges, and modern Microsoft security solutions
A collaborative environment that values expertise, autonomy, and continuous learning
Competitive compensation, strong benefits, and a clear path for career progression
If you’re passionate about Microsoft 365 security and want a role where your expertise genuinely makes a difference, we’d love to talk.
💡 Let’s redefine what it means to be secure. Together.
#CyberDefenders
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