Client Experience Coordinator
New
H
HeyDelegateProfessional services
Source API remote eligibility restrictions: United StatesContractMiddle
Salary640 USD per month
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Job Details
- Experience
- 4+ years of professional experience in stakeholder experience, client engagement, customer success, account management, community management, or a comparable relationship-driven role.
- Required Skills
- SalesforceCustomer SuccessAccount Management
Requirements
- Have 4+ years of professional experience in stakeholder experience, client engagement, customer success, account management, community management, or a comparable relationship-driven role.
- Have proven experience engaging senior stakeholders, clients, or executives in a professional relationship-management capacity.
- Have experience supporting stakeholder engagement through live or digital events, professional communities, or membership-based organizations.
- Communicate clearly and confidently in spoken and written interactions with senior professionals.
- Be comfortable leading 1:1 outreach and live stakeholder conversations.
- Demonstrate strong organization and time-management skills while managing multiple engagement initiatives.
- Maintain high attention to detail and a commitment to data integrity and quality execution.
- Be able to learn and use CRM, event management, research, and engagement tools.
- Work collaboratively and proactively across teams.
- Experience with Salesforce or similar CRM platforms is preferred.
- Familiarity with ZoomInfo, LinkedIn Sales Navigator, or equivalent research tools is preferred.
- Proficiency using AI tools to improve efficiency, insight generation, and engagement quality is preferred.
Responsibilities
- Serve as the primary point of contact for assigned clients and provide timely, personalized support.
- Conduct 1:1 outreach through email, LinkedIn, phone, and text messaging.
- Build professional relationships and identify opportunities to improve client engagement, satisfaction, and retention.
- Invite clients to live and digital events and support event registration and attendance.
- Execute event workflows using CRM and event management platforms, and follow up before and after events.
- Promote client benefits, research materials, events, and other value-added resources.
- Research and maintain accurate client contact information and account records.
- Perform data hygiene activities, including list audits, deduplication, reporting, and ad-hoc data projects.
- Support social media and promotional initiatives highlighting clients, communities, and organizational activities.
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