Client Success Coordinator
New
Location: United StatesFull-TimeMiddle
Salary50,000 - 59,000 USD per year
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Job Details
- Required Skills
- Data AnalysisSalesforceMicrosoft ExcelAccount ManagementReportingCRMGoogle Sheets
Requirements
- Strong communication skills with proficiency in email, Slack, and Zoom.
- Proficient in Google Sheets or Excel for reporting and data management.
- Highly organized with the ability to manage multiple accounts simultaneously.
- Eagerness to learn B2B Demand Generation campaign mechanics.
- Comfortable using Salesforce or similar CRM platforms.
- Detail-oriented with a focus on quality and system accuracy.
- Proactive problem-solver with a strong sense of accountability.
Responsibilities
- Build strong partnerships with clients by managing day-to-day communication and proactively reaching out to review performance.
- Set up, monitor, and optimize client programs in Salesforce, ensuring accuracy and troubleshooting issues.
- Analyze campaign performance and client feedback to deliver actionable recommendations.
- Lead client onboarding and present Campaign Reviews to drive strategic discussions.
- Collaborate across internal teams to refine processes and recommend creative solutions.
- Take ownership of account health by anticipating needs and addressing risks early.
- Serve as the connector between clients and internal teams to ensure alignment on objectives.
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