Client Success Coordinator

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

📋 Description

• Manage a portfolio of client accounts, acting as the primary day-to-day contact for relationships.

• Comprehend client goals, target demographics, campaign needs, KPIs, and marketing priorities.

• Lead communication with clients, conduct status meetings, and facilitate campaign evaluations.

• Establish expectations regarding deliverables, timelines, responsibilities, and subsequent actions.

• Create agendas, document decisions, and ensure commitments are fulfilled.

• Cultivate relationships with additional stakeholders within client accounts.

• Address client issues by coordinating necessary resources.

• Take ownership of retention and growth in line with account revenue and expansion objectives.

• Maintain account plans that outline programs, renewals, priorities, and growth opportunities.

• Identify prospects for additional campaigns, services, audiences, business units, and geographical areas.

• Propose next steps based on campaign performance and client discussions.

• Introduce Avani Media services such as lead generation, content syndication, paid media, ABM, intent intelligence, audience activation, and nurturing.

• Develop and present proposals in collaboration with leadership and subject matter experts.

• Follow opportunities from discussion to proposal, approval, and campaign initiation.

• Maintain records of revenue, expansion opportunities, renewal timelines, and next steps.

• Collect and organize campaign materials along with delivery instructions.

• Verify campaign requirements prior to transferring to Operations and delivery teams.

• Monitor launch dates, deliverables, milestones, and pending items.

• Coordinate with internal teams and service partners to keep campaigns on track.

• Identify and resolve delivery risks with the appropriate teams.

• Keep clients updated on progress and changes to the program.

• Confirm final deliverables and guide clients through reviews, renewals, or subsequent programs.

• Prepare campaign reports and monitor performance against established goals.

• Lead discussions on results, clarify progress, and determine next steps.

• Identify performance trends and formulate recommendations in collaboration with internal experts.

• Monitor account health through feedback, engagement, outcomes, and renewal readiness.

• Maintain contacts, campaign specifics, notes, opportunities, and next steps within Salesforce.

• Keep leadership informed regarding account risks and potential for growth.

• Collaborate with Client Success, Marketing Architecture, Operations, Campaign Delivery, Sales, and service partners.

• Communicate client objectives, requirements, feedback, deadlines, and opportunities.

• Share client insights to enhance services, processes, and client experiences.

⛳️ Requirements

• A minimum of 2 years of experience in client success, account management, marketing services, campaign coordination, or a similar client-facing role.

• Proven experience in independently managing client relationships, demonstrating contributions to retention or account growth.

• Ability to take ownership of a portfolio and work towards defined retention and growth objectives.

• Highly organized with a keen attention to detail and capacity to manage multiple clients and deadlines.

• Effective and professional communicator capable of leading client discussions and presenting recommendations.

• Commercially aware, with a desire to uncover client needs and align them with relevant services.

• Comfortable discussing budgets, renewal strategies, and potential additional campaign opportunities.

• Ability to interpret campaign data and communicate its significance to clients.

• Proactive in problem-solving and following up on tasks.

• Collaborative and willing to seek expertise when additional support is necessary.

• Interest in B2B marketing, demand generation, and evolving buyer behavior.

• Adaptable to working in a small, fast-paced team where priorities may change.

• Familiar with lead generation, content syndication, paid media, ABM, or other B2B marketing initiatives.

• Experience using Salesforce or a similar CRM.

• Proficient with Excel, Google Sheets, presentation tools, or project management software.

• Experience coordinating activities with external vendors or service partners.

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

• Employer work visa sponsorship and assistance are not available.

• Pre-employment screening is mandatory.

🏝️ Benefits

• Mentorship programs.

• Leadership academies.

• Opportunities to influence company culture and DEI initiatives.

• Flex Fridays: adjust your 40-hour workweek to enjoy a full or half day off on Fridays.

• Remote-first work culture.

• Flexible PTO.

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

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

• 401K with company matching.

• Paid parental leave.

• Access to Headspace.

• Monthly fitness reimbursements.

• Pet insurance.

• Speaker Series Bonus.

• Reimbursement for up to 12 books per year.

• Annual Bucket List Benefit contributions after 3 years.

• Catered lunches for the in-office team.