US Client Success

Client Success & Operations Coordinator (Remote-Night Shift)

About PeoplePartners

• At PeoplePartners, great work starts with great people - and we’re proud to be a Great Place to Work certified company.

• We connect talented professionals with exciting opportunities supporting U.S.-based businesses, giving you the chance to build global experience without leaving home. You’ll join a people-first culture where growth is encouraged, contributions are valued, and there’s always something new to learn.

• If you’re looking for a role where you can grow your career, work with international teams, and genuinely enjoy the people you work with, you’ll feel right at home here.

Role Overview

• Some people see a list of outstanding items. You see a mission.

• As our Client Success & Operations Coordinator, you’ll sit at the intersection of client success and operations, helping keep multiple client engagements moving from onboarding through ongoing delivery.

• You’ll make sure clients know what happens next, documents don’t disappear into the abyss, deadlines stay visible, meetings happen when they should, and stalled tasks get the attention they need.

• You won’t be expected to solve complex tax or technical questions. Knowing when to escape and who to involve is part of doing this role brilliantly.

• If closing loops, creating order, and giving clients confidence that everything is under control sounds satisfying, this could be your kind of role.

Key Responsibilities

• Keep clients informed of next steps, meetings, deadlines, and outstanding requirements.

• Follow up on missing documents, approvals, and action items.

• Support new-client onboarding and internal hand offs.

• Monitor client workflows, deadlines, dependencies, and outstanding tasks.

• Maintain accurate CRM records, notes, and client information.

• Coordinate meetings, reminders, and follow-up activities.

• Identify stalled tasks, workflow bottlenecks, and potential delays.

• Escalate technical or complex client matters to the appropriate team members.

• Prepare correspondence, trackers, and client-facing documents.

• Support operational and client reporting.

• Maintain process and workflow documentation.

• Coordinate across client-facing, operational, and technical teams.

Job Requirements

Required Qualifications:

• 2+ years of relevant professional experience in Client or Customer Success, Account Coordination, Operations, Client Services, Administration, Project Coordination, or a similar role.

• Strong written and verbal communication skills.

• Strong organizational and time-management skills.

• Ability to manage multiple clients, deadlines, and priorities.

• Strong attention to detail and follow-through.

• Ability to work independently and take ownership of assigned responsibilities.

• Comfortable communicating with clients via email, phone, and video calls.

• Ability to maintain accurate records and handle confidential client information appropriately.

Preferred Qualifications:

• Experience supporting a U.S.-based professional-services business.

• Experience in tax, accounting, financial services, wealth management, legal, consulting, or advisory services.

• Experience with CRM or workflow platforms such as Zoho, Salesforce, HubSpot, ClickUp, Monday.com, or Asana. Equivalent platforms are also relevant.

• Familiarity with Microsoft 365, Google Workspace, document management, e-signature, and scheduling systems.

Why Join PeoplePartners?

• A great role should give you more than a list of tasks. At PeoplePartners, you’ll have the opportunity to build international experience, develop your skills, and grow your career while being part of a genuinely people-first workplace.

• As part of our Great Place to Work certified culture, you can look forward to learning and development opportunities, team engagement activities, and a supportive environment where people are trusted to take ownership of their work.

• You’ll also enjoy the advantages of a work-from-home setup, while gaining valuable exposure to a U.S.-based business and collaborating with professionals across different functions.

• Most importantly, you’ll be doing work that matters: helping clients feel informed, keeping important processes moving,