Client Success Coordinator
New
T
TechnologyAdviceB2B Technology
United States - RemoteFull-TimeEntry
Salary50,000 - 59,000 USD per year
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Job Details
- Experience
- 0–2 years
- Required Skills
- Data AnalysisSalesforceProject CoordinationMicrosoft ExcelGoogle SheetsAccount Management
Requirements
- 0–2 years of experience in client success, account management, marketing, sales, project coordination, or another client-facing role.
- Strong communication skills with a focus on responsiveness, clarity, and professionalism.
- Highly organized with the ability to manage multiple accounts, campaigns, and changing priorities.
- Proactive problem-solving skills and the ability to take initiative.
- Experience in analyzing data, identifying insights, and presenting findings to clients or stakeholders.
- Proficiency in Google Sheets or Excel with experience in reporting and data accuracy.
- Detail-oriented mindset with a focus on campaign setup and client deliverables.
- Curiosity and eagerness to learn B2B demand generation, Salesforce, and related support tools.
Responsibilities
- Build strong partnerships with clients by managing day-to-day communication, setting expectations, reviewing performance, sharing insights, and aligning on goals.
- Manage multiple client portfolios and campaigns, keeping timelines, deliverables, and expectations on track.
- Set up, monitor, and optimize client programs in Salesforce, ensuring campaign details and deliverables are accurate and troubleshooting issues as they arise.
- Support client onboarding by setting expectations, establishing timelines, and aligning goals across stakeholders.
- Analyze campaign performance and client feedback to identify trends, opportunities, and actionable recommendations.
- Present campaign results and recommendations to clients, translating data into clear and meaningful insights.
- Take ownership of account health by staying close to client goals and campaign performance, identifying risks early, and partnering with internal teams to resolve issues.
- Partner closely with Sales and Operations to ensure seamless program execution and a positive client experience.
- Identify opportunities to deepen client partnerships and surface relevant cross-sell or upsell opportunities.
- Share ideas that help us improve our products and processes and create a more consistent client experience.
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