Client Success Account Coordinator

TDIndustries; Phoenix (AZ); On-site; USD 42,000 - 64,000; Full time

Job summary

TDIndustries, Inc. is seeking a Client Success Coordinator to support multiple client relationships across an established house accounts portfolio.

You will ensure day-to-day service delivery, assist in renewals, and help maintain client satisfaction and retention while coordinating with operations to manage requests. In this hands-on role, you will track performance metrics, contribute to client reporting in CRM and CMMS, and participate in client check-ins and internal account review meetings

Qualifications

• High school diploma or GED required.
• 1–3 years in customer service or account coordination in service, facilities, or construction.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Customer-focused with proactive problem-solving.
• Ability to manage multiple priorities in a fast-paced environment.
• Familiarity with service operations and work order processes.
• Proficient in CRM (HubSpot, Salesforce) and Microsoft Office.

Responsibilities

• Manage a portfolio of established house accounts with consistent communication and service.
• Serve as day-to-day contact for routine service requests and issue resolution.
• Coordinate with operations and dispatch to complete work orders on time and within scope.
• Track client activity, renewals, and satisfaction metrics; escalate issues when needed.
• Assist with client reporting and data entry in CRM and CMMS systems.
• Aid in proposal preparation, contract renewals, and documentation for accounts.
• Monitor performance metrics and identify trends affecting service quality.
• Collaborate with cross-functional teams to improve client experience.
• Participate in client check-ins and internal account review meetings.

Skills

Organizational skills

Verbal & written communication

Customer-focused mindset

Multitasking

Team player

Education

High school diploma/GED

Tools

HubSpot

Salesforce

Microsoft Office

Job description

Job Summary

The Client Success Coordinator (CSC) is a customer-facing role responsible for supporting multiple client relationships across a portfolio of established house accounts. This role ensures day-to-day service delivery, assists in renewal activities, and helps maintain client satisfaction and retention. The CSC works closely with the operations teams to manage requests, track performance metrics, and ensure timely and accurate communication with clients. This position offers an excellent opportunity to build foundational skills in client relationship management, facilities operations, and customer success within a fast-paced service environment.

Essential Duties

• Manage a portfolio of established house accounts, ensuring consistent communication, service delivery, and client satisfaction.
• Serve as the day-to-day contact for routine service requests, updates, and issue resolution.
• Coordinate with operations and dispatch teams to ensure work orders and projects are completed on time and within scope.
• Track client activity, renewals, and satisfaction metrics, escalating issues as needed to the Client Success Manager.
• Support client reporting and data entry in CRM and CMMS systems, ensuring accurate and current account information.
• Assist with proposal preparation, contract renewals, and documentation for assigned accounts.
• Monitor performance metrics (e.g., response time, completion rate, NPS) and identify trends that may impact service quality.
• Collaborate with cross-functional teams to improve client experience and operational efficiency.
• Participate in client check-ins and internal account review meetings.

Minimum Requirements

• High school diploma/GED required
• 1-3 years of experience in customer service, account coordination, or administrative support-preferably in service, facilities, or construction industries.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Customer-focused mindset with a proactive approach to problem-solving.
• Ability to manage multiple priorities in a fast-paced environment.
• Basic understanding of service operations and work order processes.
• Proficiency in CRM platforms (e.g., HubSpot, Salesforce) and Microsoft Office Suite.
• Collaborative and adaptable team player eager to learn and grow within the organization.