Client Success Coordinator
About The Position
The Client Success Coordinator is a pivotal part of the Client Success team, responsible for managing a dedicated book of business through proactive outbound calls, emails, and client engagement. This position is for an ambitious individual who is organized, detail-oriented, and possesses excellent communication skills. The Client Success Coordinator will drive client outreach for product migrations, renewals, and expansions, while managing quoting, maintaining accurate Salesforce records, and funneling qualified opportunities to the Client Success Lead to grow and maintain a healthy sales pipeline. This role will collaborate with internal teams and clients to ensure client satisfaction, expansion, and retention.
Requirements
- Bachelor’s degree in business, sales, marketing, or equivalent training in business, Client Success, Sales management, or Higher Ed leadership, preferred
- Comfort with warm outreach via phone and email
- Persistence and follow-through on leads and opportunities
- Ability to build rapport quickly and maintain relationships
- High emotional intelligence, including curiosity, empathy, self-awareness, and integrity
- Ability to manage a large book of business and prioritize effectively
- Detail-oriented with strong pipeline and CRM hygiene
- Strong prioritization skills with the ability to be proactive
- Desire to improve processes and work through ambiguity
- Demonstrated ability to work independently as well as in a team environment
Nice To Haves
- Salesforce CRM
- SalesLoft
- Report Building (CRM)
- Gainsight PX (client adoption metrics)
- Office 365
Responsibilities
- Conduct proactive outbound calls, emails, and client outreach to drive participation in product migrations, renewals, and expansions
- Manage the full renewal lifecycle including tracking, quoting, and documentation
- Follow established client engagement models and maintain regular touchpoints to build and strengthen client relationships
- Mine expansion opportunities through renewals, QBRs, and annual reviews, and manage the quoting process
- Manage and forecast sales pipeline opportunities, funneling qualified leads to the Client Success Lead
- Capable of building relationships both internally and externally
- Document and maintain playbooks and processes and facilitate sharing information to key Ad Astra Stakeholders
- Schedule, co-present, and curate content for business reviews and strategic alignment meetings
- Engaging and communicating with low-touch clients via automation cadences, webinars, and other means
- Attend summits and conferences to identify and pursue migration opportunities
- Review client success plans and outcomes through QBRs to develop value stories, coordinating with the marketing team
- Ability to self-start, be proactive, and work under moderate supervision
Benefits
- Competitive Compensation & Benefits Package
- 401(k) with Profit Sharing
- Flexible Time Off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
