Client Success Coordinator

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

📋 Description

• Foster robust client relationships through regular communication, expectation management, performance evaluations, insights sharing, and goal alignment.

• Oversee several client portfolios and campaigns, ensuring timelines, deliverables, and expectations are met.

• Establish, track, and enhance client programs within Salesforce.

• Verify the accuracy of campaign details and deliverables while addressing any issues that arise.

• Assist with client onboarding by clarifying expectations, setting timelines, and aligning stakeholder objectives.

• Evaluate campaign performance and client feedback to uncover trends, opportunities, and actionable recommendations.

• Deliver campaign results and recommendations to clients.

• Track account health, proactively identify potential risks, and collaborate with internal teams to resolve challenges.

• Work in conjunction with Sales and Operations to facilitate program execution and enhance the client experience.

• Recognize opportunities for cross-selling and upselling.

• Propose enhancements to products, processes, and the consistency of client experiences.

⛳️ Requirements

• 0–2 years of experience in client success, account management, marketing, sales, project coordination, or another client-facing role; internships and relevant early-career experiences are acceptable.

• Excellent communication skills with clients and teammates.

• Capability to manage multiple accounts, campaigns, and shifting priorities.

• Initiative and proactive problem-solving abilities.

• Experience in data analysis, identifying insights, and presenting findings and recommendations.

• Proficiency in Google Sheets or Excel.

• Ability to organize data, generate reports, and ensure accuracy in work.

• Strong attention to detail concerning campaign setup, reporting, and client deliverables.

• A curious mindset and eagerness to learn about B2B demand generation, Salesforce, tools, and processes.

• Must be legally authorized to work in the United States at the time of hire in an employer-approved US state and maintain this authorization throughout employment.

• Employer work visa sponsorship and support are not available.

• Pre-employment screening is required.

🏝️ Benefits

• Mentorship programs.

• Leadership academies.

• Opportunities to influence company culture and DEI initiatives.

• Flex Fridays.

• Remote-first work culture.

• Flexible PTO.

• Medical, dental, and vision plans for you and your family.

• Life, AD&D, Short-Term, and Long-Term Disability coverage.

• 401K with company matching.

• Paid parental leave.

• Access to Headspace.

• Monthly fitness reimbursements.

• Pet insurance.

• Speaker series bonuses.

• Reimbursement for up to 12 books per year.

• Annual contributions toward dream adventures after 3 years.

• Catered lunches for the in-office team.