Client Success Coordinator

TechnologyAdvice

117d • $59,000 - $59,000

About The Position

Our Client Success team ensures that every client has a seamless, positive, and results-driven experience. Each Client Success Coordinator owns a portfolio of accounts and acts as the trusted partner guiding clients from onboarding through program delivery. You will collaborate closely with our sales, operations, and technology teams to deliver what has been sold while creating lasting client value. This role is about more than project management. It requires taking ownership, anticipating needs, solving problems before they escalate, and helping clients see how their programs connect to their broader business goals. We rely on our Coordinators to be proactive, resourceful, and committed to client success, turning everyday interactions into long-term partnerships.

Requirements

• A strong communicator who builds confidence through responsiveness, clarity, and professionalism across email, Slack, and Zoom.
• Proficient in Google Sheets or Excel, with the ability to manage data, build reports, and check for accuracy.
• Highly organized, able to juggle multiple accounts while still giving each client personal attention and care.
• Motivated to learn and eager to dive into campaign performance data, identify insights, and connect them to client goals.
• Comfortable with Salesforce (or similar CRMs), and meticulous about keeping systems accurate and up to date.
• Detail-oriented with a sharp eye for quality, ensuring leads and campaign elements meet client expectations.
• A proactive problem-solver who doesn’t just spot issues but takes initiative to resolve them and suggest improvements.
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward.
• Dependable and accountable, ready to take ownership, ask thoughtful questions, and make a meaningful impact in day-to-day client success.

Responsibilities

• Build strong partnerships with clients by managing day-to-day communication, responding quickly to requests, and proactively reaching out to review performance, share insights, and align on goals.
• Set up, monitor, and optimize client programs in Salesforce, ensuring accuracy and troubleshooting issues as they arise.
• Analyze campaign performance and client feedback to deliver clear, actionable recommendations that improve outcomes.
• Lead client onboarding and present Campaign Reviews, translating results into business-level insights that drive strategic discussions.
• Collaborate across internal teams to refine processes, identify challenges, and recommend creative solutions that enhance both efficiency and client success.
• Take ownership of account health by anticipating client needs, addressing potential risks early, and ensuring programs deliver against expectations.
• Serve as the connector between clients and internal teams, ensuring that client objectives are understood, priorities are aligned, and deliverables meet the highest standard.

Benefits

• Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives.
• Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays.
• Remote-First Culture: Work from the comfort of your home.
• Flexible PTO: Take the time you need, when you need it.
• Health Coverage: Medical, dental, and vision plans for you and your family.
• Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage.
• 401K with Match: Secure your future with our company-matched retirement savings.
• Paid Parental Leave: Support for new parents during life’s special moments.
• Wellness Perks: Access Headspace and enjoy monthly fitness reimbursements.
• Pet Insurance: Care for your furry family members.
• Speaker Series Bonus: Present in our monthly speaker series and earn a bonus.
• Book Reimbursement: Get up to 12 books reimbursed per year to fuel your learning.
• Bucket List Benefit: Celebrate milestones with annual contributions toward your dream adventures after 3 years.
• In-Office Perks: Enjoy catered lunches for our in-office team.

What This Job Offers

• Job Type: Full-time
• Number of Employees: 251-500 employees