Client Success Coordinator

Anderson Business Advisors • Las Vegas, NV

1d • $47,500 - $75,000 • Hybrid

About The Position

The Client Success Coordinator 3 is a senior-level, client-facing role responsible for leading high-value client relationships, driving strategic account outcomes, and mentoring client success team members. This role combines advanced relationship management with a deep understanding of business services to serve as a trusted advisor to clients and an internal advocate for their long-term success. The CSC 3 takes ownership of complex accounts, contributes to the client success strategy, and plays a critical role in client retention, revenue growth, and operational excellence. As a departmental leader, the CSC 3 also supports training, process innovation, and cross-functional collaboration to elevate the overall client experience.

Requirements

• 5+ years of progressive experience in client success, account management, or a customer-facing role, with a strong preference for backgrounds in professional services, financial services, legal/consulting, or other high-touch, B2B environments.
• Proven success in owning strategic client relationships, including managing high-value accounts, resolving escalated or complex issues, and driving measurable outcomes for client satisfaction, retention, and revenue growth.
• Demonstrated leadership in account portfolio strategy, including designing client success plans, guiding renewal and expansion efforts, and leveraging data to inform proactive service delivery and value realization.
• Advanced proficiency in CRM and collaboration platforms (e.g., Salesforce, HubSpot, Slack, project management tools), with the ability to analyze client data, generate insights, and optimize team workflows.
• Exceptional executive communication skills, both written and verbal, with the ability to confidently lead presentations, conduct strategic business reviews, and influence cross-functional stakeholders and clients at the leadership level.
• Strong organizational and prioritization skills, with a consistent track record of managing complex, multi-stakeholder accounts while balancing competing deadlines and operational demands.
• Meticulous attention to detail and compliance, especially when managing client documentation, reporting, or coordinating efforts across legal, finance, and operations teams.
• Demonstrated leadership and initiative, including experience mentoring junior team members, leading process improvement initiatives, and contributing to the development of best practices in client success.
• Proven ability to foster long-term relationships, influence client outcomes, and serve as a trusted advisor across a diverse client base.
• Adaptable, resilient, and solutions-oriented, capable of navigating ambiguity, managing change, and championing continuous innovation in a fast-paced, evolving environment.
• Commitment to professional development, with a deep understanding of core business services such as asset protection, entity formation, tax strategy, and estate planning, and a desire to continually expand subject matter expertise.

Nice To Haves

• Bachelor’s degree in Business, Communications, Marketing, or a related field; Master’s degree or professional certification in Client Success, Customer Experience, or Strategic Account Management is strongly preferred.
• 5–7 years of progressive, client-facing experience, with at least 3 years in a senior client success, strategic account management, or consulting role within a high-impact, service-oriented environment.
• Advanced certifications in Client Success, Customer Experience, or Account Strategy (e.g., Certified Customer Success Manager, Strategic Account Management Association (SAMA), HubSpot Advanced Training, SuccessHACKER Level 2+).
• Extensive experience managing clients in complex, regulated industries such as financial services, legal services, consulting, or enterprise business development, with a demonstrated ability to advise on nuanced or technical solutions.
• Deep working knowledge of business services, including but not limited to asset protection, entity formation, estate planning, capital structuring, or succession planning.
• Proven success in leading efforts to improve client retention, satisfaction, and expansion, including experience developing strategic client plans, renewal strategies, and cross-sell/upsell initiatives.
• Active participation or leadership in cross-functional projects aimed at enhancing the client journey, streamlining operational workflows, or deploying scalable client success programs.
• Strong business acumen and strategic thinking, with the ability to translate client objectives into actionable solutions that align with company goals and drive mutual value.
• Experience mentoring or coaching junior team members, contributing to internal training programs, or playing a leadership role in client success communities or peer groups.

Responsibilities

• Client Strategy & Executive Relationship Management Serve as the primary strategic advisor for high-value and complex client accounts, ensuring alignment between client objectives and service delivery.
• Foster executive-level client relationships, leading strategic planning, quarterly business reviews (QBRs), and success roadmap development.
• Act as the final escalation point for critical client concerns, driving swift resolution and long-term trust.
• Lead client communication strategy, ensuring consistent value delivery across multiple touchpoints and departments.
• Enterprise Client Coordination & Cross-Functional Leadership Oversee end-to-end client journey for high-impact accounts, from onboarding through renewal and expansion.
• Drive cross-functional collaboration across legal, finance, entity formation, and leadership to deliver integrated, client-centric solutions.
• Serve as a project lead on complex accounts, coordinating multi-phase deliverables and timelines to ensure superior execution.
• Client Portfolio Growth & Strategic Insights Develop and present customized reports and insights on client activity, trends, and engagement to support retention, upsell, and cross-sell initiatives.
• Identify strategic growth opportunities within the client base and partner with sales, marketing, or leadership to drive expansion.
• Track and report on key performance indicators (KPIs) for top-tier accounts, aligning internal teams on client impact and success.
• Advanced Knowledge Leadership & Client Advisory Serve as a subject matter expert in core business service areas (asset protection, entity formation, estate planning, etc.).
• Provide advanced advisory support and coordinate expert input where necessary to support strategic client planning.
• Lead internal and external education efforts, including documentation and tailored client materials.
• Process Optimization & Departmental Innovation Identify gaps and lead initiatives to enhance processes, systems, and communication strategies within the Client Success department.
• Collaborate with leadership to shape client success methodologies, SOPs, and performance tools.
• Champion the adoption of best practices and drive continuous improvement based on client feedback and market trends.
• Team Leadership, Coaching & Development Mentor and train CSC Level 1 and 2 team members, providing coaching, guidance, and knowledge sharing.
• Support onboarding of new team members and lead by example in professionalism, communication, and strategic thinking.
• Contribute to departmental planning, peer reviews, and the development of internal tools and resources.
• Organizational Contribution & Strategic Alignment Participate in strategic planning sessions, providing client-driven insights to influence company priorities.
• Represent Client Success in cross-functional initiatives aimed at improving service delivery and operational excellence.
• Assist with special projects and other leadership-assigned responsibilities that support the broader goals of the organization.

Benefits

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees