Customer Success & Business Operations Coordinator

CyberOne

3d•Remote

About The Position

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. 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.

Requirements

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

Nice To Haves

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

Responsibilities

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
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
Support supplier and contractor onboarding processes
Maintain supplier documentation and compliance records
Coordinate and support supplier audits
Track supplier performance and contract 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