Client Success Coordinator

Summary

Join TechnologyAdvice's Client Success team as a Client Success Coordinator and become the primary point of contact for assigned accounts. You will collaborate with sales, operations, and technology teams to ensure exceptional client experiences, from onboarding to product delivery. This role requires managing client communication, building programs in Salesforce, troubleshooting issues, and providing strategic guidance. You'll need strong communication, time management, and analytical skills. TechnologyAdvice offers a remote-first culture with various benefits, including flexible PTO, health coverage, retirement plan, paid parental leave, and wellness perks.

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
• Applicants must be currently authorized to work in the United States at hire in an employer approved US state and must maintain authorization to work in the United States throughout their employment with our company

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

• Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives
• Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays
• Remote-First Culture: Work from the comfort of your home
• Flexible PTO: Take the time you need, when you need it
• Health Coverage: Medical, dental, and vision plans for you and your family
• Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage
• 401K with Match: Secure your future with our company-matched retirement savings
• Paid Parental Leave: Support for new parents during life’s special moments
• Wellness Perks: Access Headspace and enjoy monthly fitness reimbursements
• Pet Insurance: Care for your furry family members
• Speaker Series Bonus: Present in our monthly speaker series and earn a bonus
• Book Reimbursement: Get up to 12 books reimbursed per year to fuel your learning
• Bucket List Benefit: Celebrate milestones with annual contributions toward your dream adventures after 3 years
• In-Office Perks: Enjoy catered lunches for our in-office team