Client Success Coordinator

COMPANY OVERVIEW 

Built is a growth-stage company at the intersection of FinTech and PropTech. We are on a mission to change the way the world gets built with technology and services that streamline the $1.4T U.S. construction industry.

By providing a centralized platform for all industry stakeholders, Built enables increased efficiency, collaboration, transparency, and business agility—allowing customers to build and manage the communities around us more profitably and with more confidence. The Built platform is used by hundreds of leading North American lenders and asset managers, and thousands of developers, home builders, and contractors. Since our founding in 2015, we've partnered with over 140 of the top financial institutions in the U.S. and Canada, including 35+ of the top 100 U.S. construction lenders.

With our latest $1.5B valuation, we’re on a continued growth trajectory and are committed to attracting the best talent in the world. We want you to be a part of this exciting journey.

LINKS

• Life At Built & Habitat Build
• Series D Financing Round
• Built Recognized in Two American Business Award Categories
• Built Secures Investment from Citi

About the Role
We’re seeking a detail-oriented, tech-savvy, and motivated individual to join our Client Success team as a Client Success Coordinator. This entry-level role is designed as a growth opportunity, starting with task execution and evolving into strategic ownership—especially in automation, content optimization, and operational efficiency.

You’ll begin by supporting day-to-day tasks, but your real impact will come from identifying inefficiencies and building smarter, scalable solutions that empower both our clients and Client Success Managers (CSMs).

Key Responsibilities

Optimize and Automate Client-Facing Content

• Own and maintain a library of client-facing templates, including emails, scripts, FAQs, and onboarding resources

• Identify opportunities to automate and scale communications for Essential-tier clients

• Draft and refine evergreen content that enables clients to self-serve and maximize value without constant CSM involvement

Provide Tactical & Administrative Support to CSMs

• Support data entry, reporting, and the preparation of client-facing presentations

• Collaborate with CSMs to streamline preparation and reduce turnaround time for deliverables

Grow Into a Process Optimizer

• Observe and analyze how CSMs engage with clients to identify workflow inefficiencies

• Recommend and implement improvements using technology, templates, or tools

• Develop lightweight systems or processes that improve team efficiency and performance

Qualifications

Required

• Strong organizational skills and attention to detail

• A proactive mindset with a passion for optimizing systems and processes

• Clear and consistent written communication skills

• Tech-savvy with a willingness to learn new tools

• Excited to build foundational experience in SaaS, customer success, and operations

Preferred (Nice to Have)

• Familiarity with tools such as Jira, Salesforce, Excel/Google Sheets, Helpdesk platforms, or AI tools like ChatGPT

• Experience creating or editing client-facing content or internal knowledge bases

• Exposure to customer success, support, enablement, or marketing operations environments

Why This Role is Unique
This isn’t just a support role — it’s a launchpad. From day one, you’ll take on meaningful work and be encouraged to ask “why” and drive change. If you’re looking for a fast-track into SaaS operations, client success, and autom