Client Success Coordinator

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

📋 Description

• Assist in onboarding new clients by performing all necessary setup tasks, including Salesforce configuration, creating Slack channels, processing dashboard requests, sending analytics notifications, and establishing finance accounts.

• Collaborate with the Client Success Manager to coordinate internal kickoff preparations.

• Ensure that all client-facing and internal materials are accurate and ready prior to launch.

• Extract, quality check, and format weekly performance reports for review by the Client Success Manager before delivery to clients.

• Maintain and conduct quality checks on client dashboards (using Tableau, Qlik, or similar tools) before each client review.

• Proactively identify and report anomalies, pacing issues, or discrepancies in data to the Client Success Manager.

• Prepare and distribute recaps after client calls, clearly outlining action items and accountability.

• Respond to client emails within two hours or escalate to the Client Success Manager when necessary.

• Keep accurate records of all client communications and commitments.

• Oversee requests for script variations, manage creative approval processes, and coordinate promo codes.

• Request, process, and post CIA invoices, as well as update Salesforce forecasts on a monthly basis.

• Coordinate host read calls and manage the retrieval and approval of radio airchecks as needed.

• Maintain competitive reporting, manage Salesforce opportunities, and organize all client project files.

• Monitor account health and alert the Client Success Manager to any expansion opportunities, relationship risks, or client feedback.

• Assist the Client Success Manager in preparing materials for Quarterly Business Reviews (QBRs), account analyses, and strategic account evaluations.

⛳️ Requirements

• A minimum of 2 years of experience in client services, account coordination, agency operations, or a related field (internship experience will be considered).

• Outstanding organizational abilities and meticulous attention to detail across multiple accounts and workstreams simultaneously.

• Excellent written and verbal communication skills; must be professional and confident in client-facing situations.

• Proficient in Google Workspace and Microsoft Office; familiarity with Salesforce, Basecamp, or other project management tools is advantageous.

• A proactive mindset with a sense of ownership; someone who anticipates needs and takes initiative without needing to be asked.

• Comfortable working in a fast-paced environment with changing priorities and a strong emphasis on quality.

🏝️ Benefits

• Comprehensive health insurance coverage.

• Flexible work hours and the possibility of remote work.

• Opportunities for professional development and growth.

• Collaborative and innovative work environment.