Client Success Operations Coordinator

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Requirements:

• 1-3 years of experience in a support role, preferably within Account Management, Operations, or Customer Service.
• Bachelor's degree in Business Administration, Operations, or a related field preferred.
• Proficiency in Microsoft Office Suite applications (Word, PowerPoint, Excel, Outlook, Teams) and Zoom.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks simultaneously and meet deadlines.
• Strong attention to detail and data accuracy.
• Proactive mindset to address operational challenges.
• Strong work ethic and a 'do whatever it takes to get the job done' attitude.
• Proven ability to build strong relationships.

Responsibilities:

• Assist Client Success Department & Director of Client Success Operations with day-to-day tasks, including process facilitation and special projects.
• Design and maintain custom reports on account activity and client engagement using Excel and Salesforce.
• Liaise with internal departments to ensure smooth service delivery to clients.
• Identify inefficiencies in account management processes and suggest improvements.
• Help manage and update client accounts in internal systems.