Client Success Coordinator

View full description

Requirements:

• Experience maintaining regular client communication through digital channels such as Slack, email, and Zoom
• Skilled in managing time and prioritizing tasks across team projects, ensuring smooth coordination and attention to detail while handling multiple clients
• Eager to learn and develop skills in preparing detailed campaign summaries, analyzing data, and tracking client goals and KPIs to ensure program success aligns with expectations
• Familiar with maintaining account health insights and ensuring Salesforce or similar CRM systems are kept up-to-date and accurate
• Detail-oriented and organized, capable of reviewing leads for accuracy and alignment with targeting criteria, especially during initial campaign delivery
• Creative problem-solver with strong analytical and critical thinking skills
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward

Responsibilities:

• Work alongside Sales counterparts to understand what has been sold to a client and how we should manage expectations throughout the program
• Quickly respond to all client emails/requests (we pride ourselves on a quick response time and being easy to work with)
• Establish a trusted advisor relationship with each assigned client and drive continued value of our products and services
• Create client programs in our Salesforce platform and troubleshoot any issues with program or leads
• Respond to client feedback and provide recommendations and optimizations for their campaigns
• Conduct cadenced outreach to customers, checking in on their campaigns and touching base to review performance and gather feedback.
• Work with clients to understand program performance and provide strategic guidance on tactics to improve program targeting
• Onboard new clients and develop and present Campaign Reviews to discuss high level business strategy with top clients
• Help establish processes to increase efficiency and offer creative solutions to solve problems