Customer Implementation & Client Success Coordinator
New
F
Financial Operations Networks (FON)Finance Technology
United States (Remote)Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2-4+ years
- Required Skills
- Project ManagementSalesforceCRMCustomer Success
Requirements
- 2-4+ years of experience in customer success, implementation, client services, or vendor onboarding
- Bachelor's degree or equivalent professional experience
- Exceptional presentation abilities
- Clear written and verbal communication skills
- Strong organization, time-management and detail-orientation skills
- Comfort learning new software platforms and explaining workflows to customers
Responsibilities
- Support the end-to-end onboarding of new customers from handoff to go-live
- Assist in building and tracking implementation plans, timelines, and milestones
- Coordinate with customer stakeholders in AP, Finance, and IT to support integrations
- Deliver or assist with system training for administrators and end users
- Serve as a day-to-day contact for assigned customers post-implementation
- Monitor customer adoption, usage, and overall satisfaction
- Identify opportunities for additional usage or features and partner with Sales as needed
- Contribute to onboarding documentation, training materials, and internal playbooks
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