Client Success Coordinator

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

📋 Description

• Act as the primary operational contact for a designated portfolio of around 75–100 clients.

• Ensure prompt and precise follow-up on client inquiries and requests.

• Cultivate a thorough understanding of clients’ business goals, service usage, and success metrics.

• Enhance customer satisfaction, product adoption, and client retention.

• Address client inquiries and document activities in customer service and CRM systems.

• Maintain up-to-date client records and account information within Salesforce and other internal systems.

• Inform clients about Safeguard Global’s services, capabilities, and best practices.

• Recognize growth and expansion opportunities and collaborate with the manager.

• Record meeting notes, follow-up actions, and key client insights.

• Monitor client health indicators, service utilization, and stakeholder sentiment to detect retention risks.

• Escalate risks and concerns with appropriate documentation and recommendations.

• Perform regular operational and administrative account duties.

• Collaborate with Client Care, Operations, and other internal teams to ensure service delivery and resolve issues.

• Contribute to portfolio growth objectives through proactive client engagement and opportunity identification.

⛳️ Requirements

• Exceptional written, verbal, and virtual communication abilities.

• Strong organizational skills with a keen eye for detail.

• Capability to effectively manage priorities across a client portfolio.

• Customer-centric mindset with a genuine enthusiasm for aiding client success.

• Strong skills in relationship-building and confidence in interacting with operational-level client stakeholders.

• Prior experience in customer support, customer success, operations, HR administration, payroll administration, or a related field.

• Analytical mindset with the ability to review reports, spot inconsistencies, and extract insights.

• Robust problem-solving abilities and capacity to collaborate effectively across teams.

• Consistent and precise CRM and documentation practices.

• Interest in learning about account management, customer success, and global workforce solutions.

• Ability to thrive in a collaborative, team-oriented environment.

• Demonstrated potential and ambition to advance into more senior Client Success roles.

🏝️ Benefits

• Remote-first approach, allowing flexibility for school runs and gym breaks in your schedule.

• Paid leave to bond with your new family member.

• 2 charitable days.

• Reward & Recognition Program.

• Annual bonus scheme or sales incentive plan.

• Flexible workspace options depending on location.

• International environment promoting collaboration across the globe.

• Access to 2 learning platforms for ongoing personal and professional development.