Remote Client Success Coordinator

Summary

Join our team as a Client Success Coordinator and play a key role in ensuring the happiness of our clients. As the main point of contact for a batch of specific accounts, you will work closely with TechnologyAdvice sales, operations, and technology teams to deliver exceptional client experiences.

Requirements

• Experience maintaining regular client communication through digital channels such as Slack, email, and Zoom
• Skilled in managing time and prioritizing tasks across team projects, ensuring smooth coordination and attention to detail while handling multiple clients
• Eager to learn and develop skills in preparing detailed campaign summaries, analyzing data, and tracking client goals and KPIs to ensure program success aligns with expectations
• Familiar with maintaining account health insights and ensuring Salesforce or similar CRM systems are kept up-to-date and accurate
• Detail-oriented and organized, capable of reviewing leads for accuracy and alignment with targeting criteria, especially during initial campaign delivery
• Creative problem-solver with strong analytical and critical thinking skills
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward

Responsibilities

• Work alongside Sales counterparts to understand what has been sold to a client and how we should manage expectations throughout the program
• Quickly respond to all client emails/requests (we pride ourselves on a quick response time and being easy to work with)
• Establish a trusted advisor relationship with each assigned client and drive continued value of our products and services
• Create client programs in our Salesforce platform and troubleshoot any issues with program or leads
• Respond to client feedback and provide recommendations and optimizations for their campaigns
• Conduct cadenced outreach to customers, checking in on their campaigns and touching base to review performance and gather feedback
• Work with clients to understand program performance and provide strategic guidance on tactics to improve program targeting
• Onboard new clients and develop and present Campaign Reviews to discuss high level business strategy with top clients
• Help establish processes to increase efficiency and offer creative solutions to solve problems

Benefits

• Flexible schedule with remote, hybrid and on-site options
• Comprehensive medical, dental and vision insurance
• 401K with company matching
• Flexible paid time off
• Paid maternity and paternity leave
• Pet insurance for your furry family members and co-workers
• Wellness perks that include the Headspace App and monthly fitness reimbursements
• Ongoing career development opportunities, mentorship program, bucket list benefit, and more