Administrator – Key Accounts [6mth fixed term contract]

Location: Hybrid / Reading

Role Purpose

To provide interim support within our busy Client Success Account Management team as we onboard new key clients in a positive and effective way. The role will provide administrative support to clients and the account management team, ensuring that client information / data is accurate and reflects the FCA register, client contracts and internal CRM system, and liaising with clients and internal team as required to support the smooth onboarding and success criteria of the agreed contact.

Apply Here

What do the Account Management team do?

  • Manage relationships of new and existing customers.
  • Support onboarding of new customers and use of Dynamic Planner in their own business practices
  • Plan, prepare and deliver formal and informal training sessions.
  • Engage regularly with existing mid to large & national accounts
  • Involvement in projects to develop and enhance Dynamic Planner

Career development

The company is growing so success in this role could lead to more permanent opportunities as we grow!

Key stakeholders

  • Account Management Team,
  • Project/Implementation Team,
  • Sales & Marketing Analyst


  • Strong Excel skills as they will be working with different data sets, comparing data
  • Attention to detail – working through the client data fields to cleanse looking for errors and correcting to ensure it is consistent and accurately reflects the client
  • Reviewing our data against external info i.e. FCA register to ensure the details we have accurately/compliantly reflect
  • Updating Salesforce consistently and accurately
  • Comfortable speaking to clients on the phone if they need to verify details we hold to ensure it is accurate
  • Experience of providing admin and client support in a busy team with deadlines
I love coming into work every day at Dynamic Planner. I feel valued as an individual and enjoy great relationships with really talented people right across the organisation.
Glenn Bryant
Content and Communications Executive
I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.
Claire Bull
Product Owner

Life at Dynamic Planner