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Customer Success & Business Operations Coordinator

Role overview

Qualifications

  • 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

Responsibilities

  • Coordinate customer onboarding activities including NDAs, welcome packs, and onboarding documentation
  • Maintain accurate customer and partner records within Microsoft Dynamics CRM
  • Produce dashboards, reports, and operational insights using Power BI
  • Complete client security questionnaires and supporting documentation

Key facts

Other skills

  • Organizational Skills
  • Detail Oriented
  • Communication
  • Problem Solving

About the company

CyberOne logo

CyberOne

CyberOne is trusted by some of the world's most admired brands and organisations to secure their most important asset, their employee, customer and business data. Bringing together the industry's brightest talent and best technologies, our comprehensive end-to-end cyber security services offer a complete protection and recovery service, ensuring resilience against an ever-evolving and increasing threat landscape, delivering relentless 24x7 round-the-clock threat monitoring and incident response, so clients can focus on what they do best. We harness the class-leading Microsoft Security portfolio and combine it with our proprietary technology, to give complete comprehensive Cyber Security resilience. CyberOne delivers the entire Microsoft Security stack as a fully managed service, called Assure 365. Covering all your Security administration and key technology areas such as Identity, MXDR, Endpoint, XDR and Data Security as a Service ensures our clients have time to focus on their strategic, governance and risk objectives. CyberOne is accredited and authorised by the world’s leading standards bodies including the National Cyber Security Centre (NCSC), part of GCHQ in the UK and CREST, across all key areas including Security Operations Centre, Incident Response and Penetration Testing. We are a highly accredited Microsoft Security partner and have a unique approach to delivering MXDR and Security Managed Services to our global client base. Since 2005, CyberOne's mission has been to reduce business risk whilst increasing its operational resilience. We are client and service-centric and our shared values help to support this goal: Customer Defence Focussed, Relentless Innovation, Act Kind - Be Kind, Be Awesome - Demand Awesome and Execute 100%. Cyber security is not just about providing a service, it’s about building a partnership and a secure foundation for your business to thrive. Securing today, safeguarding tomorrow.

Company details

Company size51 - 200

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Job description

“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

Employees are expected to demonstrate a security-first mindset and ensure that information security considerations are incorporated into their day-to-day activities, decision-making, and interactions with customers, suppliers, and colleagues.

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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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