Client Success Coordinator
New
T
TechnologyAdviceBusiness Technology
United States - RemoteFull-TimeMiddle
Salary50,000 - 59,000 USD per year
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Job Details
- Required Skills
- Project ManagementData AnalysisSalesforceMicrosoft ExcelAccount ManagementReportingCRMGoogle Sheets
Requirements
- Strong communicator who builds confidence through responsiveness, clarity, and professionalism.
- Proficient in Google Sheets or Excel.
- Highly organized, able to juggle multiple accounts.
- Eager to learn the ins and outs of B2B Demand Generation campaigns.
- Comfortable with Salesforce (or similar CRMs).
- Detail-oriented with a sharp eye for quality.
- Proactive problem-solver.
- Agile professional who excels in a fast-paced environment.
- Dependable and accountable.
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.
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