Customer Success Coordinator

Summary

Join Yext's Customer Success team as a Customer Success Coordinator and contribute to delivering exceptional client experiences. Support sales by creating presentations, track customer issues, monitor customer health scores, and run data analysis projects. You will manage customer communications, become a platform expert, and handle project-based assignments. This role requires 1–2 years of experience in a relevant field, strong communication skills, and proficiency in various tools. Success in this role involves taking initiative, working with urgency, and enjoying technical details. The position is part of a growing team supporting mid-market clients and offers the opportunity to grow within a customer success or client-facing role.

Requirements

• 1–2 years of experience in account coordination, customer success, support, or operations
• Strong communication skills and comfort collaborating across teams
• Ability to juggle multiple priorities, stay organized, and follow through without needing a lot of oversight
• Willingness to learn technical systems and take initiative in understanding how the product works end-to-end
• Ability to troubleshoot common platform issues and explain technical concepts to non-technical users clearly and confidently
• Detail-oriented, especially when handling data or client-facing materials
• Proficient in tools like Google Suite, PowerPoint, Excel; experience with Salesforce, JIRA, and Zendesk is a plus
• Comfortable working during U.S. business hours
• Professional fluency in written and spoken English; able to communicate clearly and confidently with U.S.-based teams and clients
• Comfortable presenting to customers over Zoom, including walking through reports, platform functionality, or troubleshooting steps

Responsibilities

• Support sales with building BR presentations including analytics and optimization recommendations
• Track and flag customer support issues and enhancement requests, ensuring account teams are informed and follow-ups happen
• Monitor customer health scores and data in Salesforce, including notes, updates, and activity tracking, to flag risks early and support platform adoption and customer success
• Run data analysis projects and generate customer usage reports as needed
• Make updates in our internal platform to reflect customer requests or system changes
• Manage inbound requests for customer reports, data exports, and performance summaries
• Coordinate outbound communications to customers, such as release notes, webinar invites, and other product-related updates
• Become an expert in our platform, with the ability to learn new features quickly, troubleshoot issues, and explain how the product works in a way that customers can easily understand
• Take on project-based assignments to support strategic customer initiatives or internal process improvements
• Adding - Conduct routine health checks (e.g., listings sync) and alert customers as needed
• Manage contact records
• Deliver platform trainings and product demonstrations

Preferred Qualifications

• Take initiative to solve problems and remove blockers for the team
• Work with sense of urgency and care, especially when dealing with customer-facing tasks
• Are curious and eager to grow in a customer success or client-facing role
• Enjoy digging into technical details and helping others understand them
• Understand how to balance structure and flexibility in a fast-paced environment