Customer Services Agent (technical, Sales & Accounts Support)

Lincoln, ENG, GB, United Kingdom

Job Description

About the company.



We are a family business established in 1999 with big ambitions, accelerating growth rates and uncompromisable standards. We take pride in our brand, amazing customer service, and high-quality profession health and safety equipment. With a company culture focused on being part of something more than just the bottom line, they strive to create and manufacture equipment that actively improves lives whilst respecting the environment.

We are soon to be upgrading to new and larger business premises giving us the opportunity to expand our team, and our audiences and build our brand to the next level.

We are looking for an experienced Marketing Executive to join our friendly and creative team to play a crucial role in our expansion plans. The individual will help us to continue building our online presence and brand awareness, developing and executing marketing strategies and seeking out new growth opportunities. They should also be confident, with a passion for driving results and being part of an exciting growth environment. The position also offers the potential to grow professionally as the company grows.

The team dynamic is close-knit, with everyone getting stuck in to ensure the company thrives, but moving forwards they are looking to establish defined roles where individuals can take accountability for their departments, in the hope of creating a great company and seeing some exponential growth in both of their brands.

Job Purpose



To deliver outstanding customer service by efficiently handling technical, sales, and basic accounts enquiries. This role demands a dynamic individual with a proactive mindset, capable of supporting Technical and Sales Account Managers while also assisting with administrative finance tasks. Strong communication, IT, executive assistant, and bookkeeping skills are essential to thrive in this multifaceted role.

Key Responsibilities



Customer Support



Act as the primary point of contact for all technical, sales, and general enquiries. Respond promptly and professionally via phone, email, and chat platforms. Escalate complex matters to the appropriate Technical or Sales Account Managers with well-documented background information. Maintain excellent service standards, even in high-pressure scenarios.

Technical & Sales Administration



Record and track customer requests using CRM systems. Provide initial product guidance using internal resources and documentation. Schedule customer callbacks and coordinate with internal teams to ensure timely resolution. Prepare briefing notes and follow-ups for senior staff and account managers.

Accounts Administration & Bookkeeping



Support the finance team with basic bookkeeping tasks including data entry, invoice processing, and reconciliation. Assist in managing purchase orders, supplier invoices, and customer account queries. Liaise with the accounts department to resolve payment and billing issues. Maintain accurate financial records in compliance with company policies.

Executive & General Administrative Support



Coordinate calendars, internal meetings, and communication flows between departments. Manage shared inboxes and incoming enquiries with urgency and precision. Prepare internal reports and summaries to assist team leads in decision-making.

IT & Communication



Confidently use CRM, ERP, and bookkeeping software platforms. Prepare customer-facing documents, presentations, and internal communications using Microsoft Office Suite. Identify trends in queries and recommend improvements to support documentation.

Skills & Experience Required



Essential:

Customer service or administrative experience in a technical or commercial setting. Basic bookkeeping knowledge and familiarity with accounting processes. Proficient in using CRM, ERP, and finance systems. Excellent written and verbal communication skills. Ability to multitask and remain organized in a fast-paced environment.

Desirable:

AAT Level 2 or equivalent bookkeeping qualification (or working towards). Experience in B2B sales or technical product environments. Familiarity with cloud-based accounting platforms (e.g., Xero, Sage, QuickBooks).

Person Specification



Professional, friendly, and proactive attitude. High integrity and confidentiality when handling sensitive information. Ability to manage tasks with minimal supervision. Strong attention to detail and a collaborative work style.

Benefits



Training and professional development opportunities Supportive team culture and modern working environment
Job Type: Full-time

Pay: From 27,200.00 per year

Additional pay:

Bonus scheme
Benefits:

Company pension Discounted or free food Free parking
Schedule:

Monday to Friday
Ability to commute/relocate:

Lincoln LN1 2SX: reliably commute or plan to relocate before starting work (required)
Work Location: In person

Reference ID: CSA

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Job Detail

  • Job Id
    JD3175321
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Lincoln, ENG, GB, United Kingdom
  • Education
    Not mentioned