Client Success Coordinator

Summary

Join Sourcepass, a leading IT consulting company, as a Client Success Coordinator (CSC)! As a member of the Client Strategy Team, you will be the clients' advocate, working closely with various teams to manage client relationships and ensure a positive experience. Your responsibilities include scheduling and conducting client meetings, preparing business reviews, collecting data for assessments, and documenting interactions. This role requires strong communication, relationship management, and time management skills, along with 3+ years of experience in a technology services business. The position offers a Monday-Friday schedule (9am-6pm EST). Sourcepass is a rapidly growing company with a strong track record of success and numerous awards.

Requirements

• 3+ years of work experience, working within a technology services business or as part of an internal IT department, preferably an MSP
• IT Knowledge (knowledge of firewalls, switches, servers, wireless access points, Azure, etc)
• Strong Communication Skills – The CSC will act as a liaison between Sourcepass and their assigned clients. They will also coordinate with internal Sourcepass teams to facilitate client requests when serving as an escalation point. The CSC must have excellent written and verbal communication skills
• Relationship Management – The CSC will monitor and manage client satisfaction; along with being responsible for building and maintaining a strong relationship. The CSC will raise red flags with regards to at risk clients
• Time Management – The CSC will manage, prioritize and execute assigned client success tasks, initiatives, and tickets. The CSC will also be responsible for tracking their time
• Professional and Service Oriented – The CSC will serve as a primary point of contact and an advocate for the client

Responsibilities

• Schedule, conduct, and participate in Client Touch Base Meetings
• Prepare and deliver Client Business Reviews
• Perform initial data collection to prepare for Strategic Technology Assessments
• Publish meeting notes for Client Touch Base Meetings, Business Reviews, and Strategic Technology Assessments
• Develop strong relationship with key client contacts
• Assist with client interaction and facilitating value-add experiences
• Collaborate with other Sourcepass functions to resolve client strategy inquiries
• Perform documentation updates within internal Sourcepass business systems
• Raise red flags with regards to at risk clients