Client Success Coordinator

Summary

Join Sourcepass, a leading IT consulting company, as a Client Success Coordinator and contribute to our team's success. This internal-facing role involves providing administrative support to account managers, ensuring smooth client interactions. You will be responsible for meeting assistance, agenda preparation, managing client data in Gainsight, and processing client requests. The position requires strong organizational and communication skills, proficiency in CRM software (preferably Gainsight), and experience in administrative support or customer service. This is an independent contractor position with a Monday-Friday schedule (9am-6pm EST).

Requirements

• Proven experience in administrative support or customer service roles
• Strong organizational skills with the ability to manage multiple tasks simultaneously
• Excellent communication skills, both written and verbal
• Proficiency in CRM software, preferably Gainsight, and other relevant tools
• Ability to work collaboratively with cross-functional teams to achieve customer success

Responsibilities

• Meeting assistance: Document key points, decisions, and action items during meetings. Ensure clear communication of these details to all relevant parties
• Agenda Preparation: Collaborate with account managers to prepare detailed agendas for client meetings, aligning with client goals and account strategies
• Change Management Initiatives: Organize and tee up for the SA/CSM
• Gainsight Entry: Accurately input and manage client data within the Gainsight platform, tracking customer health and identifying opportunities for engagement
• Ticket Submissions: Efficiently process and submit tickets related to client requests or Initiatives, coordinating with internal teams to ensure timely resolution