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Impressive person for CRM, Planning & Client Administration Coordinator (Part-Time, Remote)

February 26, 2026

About the role:
We’re looking for a capable, organised, and professional CRM, Planning & Client Administration Coordinator to support our senior team and play a key role in how new business is managed from lead through to onboarding.

This is a part-time, fully remote role suited to someone who is confident working with systems and data, but who is also comfortable speaking directly with clients, managing information accurately, and keeping multiple workstreams moving smoothly.

The role goes beyond basic administration. You’ll be trusted to:
- manage CRM data that underpins our sales and onboarding process
- help plan and coordinate client onboarding activity
- act as a professional point of contact for clients when needed

Full training will be provided, but this role requires someone who is naturally organised, communicative, and dependable.

Key responsibilities
CRM & sales journey management
- Maintain and manage the company CRM to a high standard of accuracy
- Input and qualify new leads, ensuring data is complete, consistent, and usable
- Track and update sales journeys so progress is always clear and up to date
- Produce CRM and pipeline reports to support management decision-making

Planning & onboarding coordination
- Support the planning of new client onboarding, including identifying available start slots
- Maintain planning data to ensure onboarding activity is scheduled realistically and efficiently
- Liaise internally to ensure smooth handover from sales into onboarding

Client communication & administration
- Speak with clients by phone in a professional, clear, and confident manner
- Confirm appointments, onboarding details, and next steps
- Provide accurate information and ensure clients feel well looked after
- Support senior managers with structured administrative tasks as required

Process & teamwork
- Follow and maintain agreed processes to support business continuity
- Work collaboratively with a remote team, communicating clearly and reliably
- Take ownership of tasks and follow them through to completion

Skills & experience
Essential
- Fluent spoken and written English (regular professional client contact)
- Confident, professional telephone manner
- Strong organisational skills with excellent attention to detail
- Comfortable working with CRM systems, databases, and digital tools
- Able to manage multiple tasks and priorities in a remote working environment
- Reliable, self-motivated, and able to work independently while being a strong team player
- Lives within a 2hr time zone of the UK

Desirable
- Previous experience in a CRM, sales administration, onboarding, or coordination role
- Good working knowledge of Excel (data input, basic reporting)
- Experience supporting sales teams or client onboarding processes

What we offer
- Fully remote working
- Flexible part-time hours (20–25 hours per week across 4–5 days)
- Structured training and ongoing support
- Close working relationship with senior management
- A role with real responsibility and visibility across CRM, planning, and client onboarding

Job Types: Part-time, Permanent

Expected hours: 15 – 20 per week

Work Location: Remote

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1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

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The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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