
Customer Success Coordinator
1 day ago
We're looking for a Customer Success Coordinator to support our Customer Success and Sales team in delivering a consistent and high-quality experience for our clients. This role plays a critical part in helping account teams stay ahead of client needs, manage escalations, and prepare for key customer touchpoints. You'll handle a range of coordination tasks, data management, and reporting needs to support both proactive and ad hoc client engagement.
This position is part of a growing Customer Success model designed to support our mid-market client segment. You'll work closely with Success Managers, Account Executives, and cross-functional partners to keep accounts organized, healthy, and informed.
What You'll Do
- Support sales with building BR presentations including analytics and optimization recommendations
- Track and flag customer support issues and enhancement requests, ensuring account teams are informed and follow-ups happen
- Monitor customer health scores and data in Salesforce, including notes, updates, and activity tracking, to flag risks early and support platform adoption and customer success.
- Run data analysis projects and generate customer usage reports as needed
- Make updates in our internal platform to reflect customer requests or system changes
- Manage inbound requests for customer reports, data exports, and performance summaries
- Coordinate outbound communications to customers, such as release notes, webinar invites, and other product-related updates
- Become an expert in our platform, with the ability to learn new features quickly, troubleshoot issues, and explain how the product works in a way that customers can easily understand
- Take on project-based assignments to support strategic customer initiatives or internal process improvements
- Adding - Conduct routine health checks (e.g., listings sync) and alert customers as needed.
- Manage contact records
- Deliver platform trainings and product demonstrations
What You Have
- 1–2 years of experience in account coordination, customer success, support, or operations
- Strong communication skills and comfort collaborating across teams
- Ability to juggle multiple priorities, stay organized, and follow through without needing a lot of oversight
- Willingness to learn technical systems and take initiative in understanding how the product works end-to-end
- Ability to troubleshoot common platform issues and explain technical concepts to non-technical users clearly and confidently
- Detail-oriented, especially when handling data or client-facing materials
- Proficient in tools like Google Suite, PowerPoint, Excel; experience with Salesforce, JIRA, and Zendesk is a plus
- Comfortable working during U.S. business hours
- Professional fluency in written and spoken English; able to communicate clearly and confidently with U.S.-based teams and clients
- Comfortable presenting to customers over Zoom, including walking through reports, platform functionality, or troubleshooting steps
You'll Succeed in This Role If You
- Take initiative to solve problems and remove blockers for the team
- Work with sense of urgency and care, especially when dealing with customer-facing tasks
- Are curious and eager to grow in a customer success or client-facing role
- Enjoy digging into technical details and helping others understand them
- Understand how to balance structure and flexibility in a fast-paced environment
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