Client Outcomes Associate

Pipeline360

About The Position

The Client Outcomes Associate supports client relationships by owning critical post-sale project coordination and helping keep deliverables on track, stakeholders aligned, and implementations moving forward. The role coordinates delivery projects independently and in partnership with Client Outcomes Managers, maintains project plans and documentation, leads client meetings and follow-up, and coordinates across internal teams to move work forward and resolve blockers. The associate monitors project health, communicates status and next steps to clients, identifies risks and scope changes, troubleshoots errors, and looks for ways to make the client experience more consistent and efficient. Success means clients experience an organized, responsive, and reliable post-sale process; project plans and records remain accurate; milestones and follow-ups are managed; and account leads have visibility into status, risks, and decisions. The associate is expected to take on increasingly complex delivery work over time. The initial development path includes learning team systems and processes during the first 30 days, owning a project or workstream and working with increasing independence by 90 days, and delivering measurable impact while contributing to team planning within six months.

Requirements

1–2 years of experience in customer success, client services, implementation, project coordination, account support, or a related role.
Strong organizational and project-management skills, with the ability to manage multiple priorities.
Clear, professional written and verbal communication skills.
Comfort working directly with customers while supporting a senior account owner.
Proactive and dependable, with strong follow-through and attention to detail.
Ability to identify risks, ask appropriate questions, and escalate issues appropriately.
Collaborative approach and comfort coordinating across multiple internal teams.
Strong Excel and Office365 experience.
Ability to operate effectively in a fast-moving environment where priorities may evolve.

Nice To Haves

Familiarity with CRM, project-management, and collaboration tools.

Responsibilities

Coordinate post-sale delivery projects independently and in partnership with Client Outcomes Managers.
Maintain media plans, timelines, milestones, dependencies, and action items.
Prepare for and lead client meetings, capture decisions, and drive follow-up.
Coordinate across internal teams to keep deliverables moving and resolve blockers.
Monitor project health and proactively flag risks, delays, or scope changes.
Keep clients informed with clear, timely status updates and next steps.
Maintain accurate client documentation using department workflows and internal systems.
Identify opportunities to improve the consistency and efficiency of the client experience.
Proactively catch and troubleshoot errors throughout each step of the process.
Take ownership of projects or workstreams, deliver measurable results, and contribute to team strategy and planning as experience grows.