Client Success Coordinator

We are looking for a highly organized and detail-oriented Client Success Coordinator to join our team. In this role, you will support our Client Success Managers by handling administrative duties, and ensuring that our clients receive exceptional service. The ideal candidate will be proactive, possess strong communication skills, and have a passion for helping clients achieve their goals

Job Summary:

The Client Success Coordinator supports the Client Success team with client accounts.  This role is responsible for a wide range of administrative duties to include providing exceptional service to clients.

Primary Duties and Responsibilities:

• Assist Client Managers, ensuring timely completion of all necessary paperwork for assigned accounts.
• Maintain organized records of client interactions, renewal dates, and other important account information in our CRM system. 
• Coordinate follow-up communications with clients, addressing any questions or concerns they may have. 
• Prepare and send proposals and contracts to clients for cross-sell opportunities, ensuring accuracy and clarity. 
• Support the onboarding process for new clients, assisting with paperwork, training schedules, and ensuring a smooth transition into our services. 
• Collaborate with the Client Success team to track client engagement, satisfaction, and retention metrics. 
• Assist with scheduling meetings, training sessions, and client check-ins, ensuring that all necessary materials are prepared and distributed. 
• Monitor client accounts for any potential issues and proactively address them to enhance client satisfaction. 
• Provide administrative support, including managing calendars, preparing reports, and assisting with other tasks as needed. 
• Participate in continuous improvement initiatives to streamline processes and enhance overall client experience. 

Additional Responsibilities:

• Additional duties as assigned

Critical Competencies:

• Enthusiasm & Passion- Communicates a compelling and inspired vision of core purpose, focused on the future (not the past), inspires others to take the journey, sparks passion and creativity among those around them
• Customer-Centric - Establishes and maintains effective relationships with customers, effectively aligns strategy with customer’s business, anticipates customer needs and sets high standards for customer service
• Manages Ambiguity & Change - Makes decisions with available information that align with strategy, embraces and manages change, challenges the status quo and champions new initiatives, comfortably handles risk and uncertainty
• Emotional Intelligence - Capable of recognizing the emotions of self and others, demonstrates the ability to adjust to the emotional environment, builds sustainable rapport, uses diplomacy and tact to achieve mutually beneficial outcomes

The Individual:

• Solid communication, presentation and writing skills
• Strong organization and time management skills including ability to multi-task
• Customer centric with focus on problem-solving and client experience
• Ability to work independently and as part of a team 
• Proficiency with Microsoft Office Suite
• Experience with CRM Software; Salesforce experience a plus

Qualifications:

• Bachelor’s Degree
• 2+ years relevant work experience in customer service, administrative support, or account management

All qualified applicants will receive consideration for employmen