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Bookkeeper & CRM Manager (Remote)

Sales Fraternity
4 days ago
Full-time
Remote
United Kingdom
£1,400 - £1,500 GBP yearly
CRM Management

Introduction

About the Company:

A growing childcare and early years education organisation operating multiple nursery settings across the United Kingdom. The business is committed to providing exceptional childcare experiences, building strong relationships with families, and leveraging modern technology and systems to deliver outstanding service and operational excellence.

 

Position Overview:

We are seeking a highly organised, customer-focused, and commercially minded professional to support two critical areas of the business:

bookkeeping administration and parent enrolment management.

This role combines financial administration responsibilities with customer relationship management and sales support. The successful candidate will be responsible for maintaining accurate financial records, managing customer enquiries, coordinating nursery visits, and supporting the enrolment process from initial enquiry through to registration.

The ideal candidate will possess strong communication skills, excellent attention to detail, and the ability to confidently engage with prospective parents while maintaining accurate administrative and financial records.

 

The ideal candidate is a personable professional that will combine bookkeeping expertise with exceptional customer relationship and sales skills. You'll engage with prospective parents, arrange nursery visits, convert enquiries into enrolments, and support the registration process, while also managing bookkeeping and payment reconciliations.

This role is ideal for someone who is energetic, engaging, sales-driven, and passionate about delivering outstanding customer experiences.

 

Duties & Responsibilities

Key Responsibilities:

Bookkeeping & Financial Administration

• Reconcile customer payments and transactions using Xero or similar accounting software.
• Monitor outstanding invoices and proactively follow up on overdue accounts.
• Maintain accurate financial records and supporting documentation.
• Assist with basic bookkeeping and financial administration tasks.
• Liaise with management regarding account discrepancies and payment issues.
• Ensure all financial information is accurately captured and updated within company systems.

 

CRM & Parent Enrolment Management

• Manage and monitor incoming parent enquiries through the CRM platform.
• Contact prospective parents to discuss childcare requirements and nursery availability.
• Schedule nursery tours and visits for interested families.
• Conduct timely follow-up communication following nursery visits.
• Guide prospective parents through the enrolment process and address any questions or concerns.
• Convert enquiries into confirmed nursery enrolments through effective relationship-building and sales techniques.
• Assist families with completing registration documentation and application forms.
• Maintain accurate and up-to-date records within the CRM system.
• Ensure all customer interactions are handled professionally and in line with company standards.

 

Customer Service & Administration

• Deliver exceptional customer service to prospective and existing families.
• Act as a key point of contact for parent enquiries.
• Maintain confidentiality and accuracy when handling sensitive customer information.
• Support administrative projects and operational initiatives as required.
• Collaborate with management to improve customer experience and enrolment conversion rates.

 

Working Hours:

  • Monday to Friday
  • 09:00 – 18:00 (UK Time)
  • 10:00 – 19:00 (SAST)

 

Desired Experience & Qualification

Requirements:

Education & Experience

• Previous experience in bookkeeping, accounts administration, or financial administration.
• Experience using Xero, QuickBooks, Pastel, or similar accounting software.
• Previous experience in customer service, sales support, account management, or client relationship roles.
• Experience working with CRM systems.
• Experience within childcare, education, healthcare, or service-based industries will be advantageous.

 

Technical Skills

• Proficiency in Xero, QuickBooks, or equivalent accounting software.
• CRM system management experience.
• Microsoft Office Suite, particularly Excel and Outlook.
• Strong administrative and data management skills.

 

Core Competencies

• Excellent spoken and written English.
• Strong telephone communication and interpersonal skills.
• Proven ability to build rapport and influence customer decisions.
• Strong sales and conversion mindset.
• Exceptional organisational and time-management skills.
• High attention to detail and accuracy.
• Ability to manage multiple priorities simultaneously.
• Self-motivated and able to work independently in a remote environment.
• Professional, friendly, and customer-centric approach.

 

Key Performance Indicators (KPIs)

• Accuracy and timeliness of bookkeeping activities.
• Outstanding invoice recovery and follow-up effectiveness.
• Enquiry response times.
• Nursery visit bookings generated.
• Parent follow-up completion rates.
• Enrolment conversion rates.
• Number of successful child registrations.
• CRM data accuracy and compliance.

 

 

Package & Remuneration

***Salary – £1,400.00 - £1,500.00 ( at today’s exchange rates R30,700.00 – R32,900.00) (Negotiable, based on skills, experience and in relation to current package)