Key skills
CRMProject Management
About this role
Role Overview
- Assist with the coordination of projects from LOI through to completion and aftercare.
- Maintain accurate project timelines, milestones, statuses, and notes in HubSpot or relevant systems.
- Track actions, follow-ups, and outstanding tasks to ensure projects progress smoothly.
- Support snagging and close-out processes by logging issues and tracking resolutions.
- Prepare and issue order confirmations, meeting invites, and project documentation as directed by the Operations Manager.
- Book surveys, installers, subcontractors, and internal resources as required.
- Assist with logistics planning, including scheduling, packing lists, and warehouse coordination.
- Gather, record, and share site information clearly with all relevant stakeholders.
- Prepare, organise, and file project documentation including Design Sign-Offs, POs, RAMS, and compliance records.
- Ensure RAMS and required documentation are issued and approved prior to site works commencing.
- Maintain records for installer credentials (e.g. PPE, DBS, CSCS) and flag gaps or expiries to the Operations Manager.
- Support customer, supplier, and internal communications by drafting updates, confirmations, and status reports, acting as a first point of contact for routine queries.
- Support reporting and invoicing forecasts by keeping project progress, milestones, and operational data accurate and up to date.
Requirements
- Min 3 year proven experience in a similar role.
- Highly organised with strong attention to detail.
- Comfortable managing multiple tasks and priorities at once.
- Clear, professional communicator in writing and verbally.
- Process-driven and confident working within defined systems.
- Proactive, reliable, and comfortable following up with others.
- Strong administrative or coordination experience in a project-based environment.
- Nice to Have: Experience in construction, manufacturing, or installation-led businesses.
- Familiarity with HubSpot or similar CRM / project management systems.
- Understanding of basic project delivery workflows.
- Exposure to health & safety documentation (e.g. RAMS
Benefits
- Competitive salary
- Opportunity to shape the HR function of a rapidly growing BPO.
- Work closely with a team of industry leaders who have successfully scaled BPOs in the past.
- Career growth and development opportunities.