Client Success Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee the administration of client programs from the sales team's handover to completion, which includes onboarding, scheduling, preparation, and feedback reporting.

• Distribute participant preparation materials, such as DISC assessments, program portals, and goals, and follow up to ensure completion.

• Prepare administrative documents for coaches and facilitate professional and efficient communication with clients.

• Maintain precise program records and dashboards using Monday.com, SharePoint, and various other systems.

• Lead internal Program Work In Progress meetings.

• Ensure program management platforms are current with client, participant, delivery, attendance, portal, and survey information.

• Initiate contact with clients, schedule, and conduct Program Success Meetings.

• Onboard clients and inform coaches about program changes.

• Provide logistical assistance for program sessions and events, including room bookings, catering, supplies, and DISC codes.

• Identify and execute approved process and system enhancements.

• Utilize AI to enhance efficiency and achieve KPIs.

• Uphold the organization's cultural values.

⛳️ Requirements

• Demonstrated success in administrative positions within service-oriented businesses.

• Proven capability in enhancing processes and systems.

• Exceptional attention to detail.

• Process-oriented mindset.

• Proactive problem-solving skills.

• Confident in taking the lead in administrative support roles.

• Professional, precise, and personable communication abilities.

• Organized and logical approach to tasks.

• Strong proficiency in systems, including Microsoft Office, CRMs, and project management tools.

• Comfortable working remotely with a high degree of ownership and integrity.

• Skills in coordinating with clients and stakeholders.

• Experience in program and project administration.

• Expertise in calendar and schedule management.

• Skills in client onboarding and relationship management.

• Competence in meeting coordination and facilitation.

• Strong written and verbal communication skills.

• Ability in process improvement and workflow management.

• Accuracy with data and proficiency in managing deadlines and tasks.

• Capability to manage multiple programs and priorities simultaneously.

• Strong follow-up skills and accountability.

• Ability to foresee issues and proactively meet requirements.

• Commitment to continuous improvement and practical application of AI.

• Proficiency in Microsoft Office: Word, Excel, Outlook, and PowerPoint.

• Experience with Monday.com or similar project management platforms.

• Familiarity with Microsoft SharePoint.

• Experience with CRM platforms.

• Knowledge of calendar and scheduling tools.

• Familiarity with Zoom or Microsoft Teams.

• Availability for meetings and collaboration during business hours from 9am to 5pm AEST/AEDT.

• Disclosure of any existing ongoing roles or client work is required.

• LinkedIn profile must accurately reflect this engagement, labeled as “Independent Contractor” if not employed via EOR.

🏝️ Benefits

• [Insert benefits details here]