Client Success Coordinator

Checksammy; Addison (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Checksammy is seeking a highly organized and proactive Client Success Coordinator to support our clients from onboarding through ongoing engagement. You will work closely with clients and internal teams to coordinate requests, monitor needs, maintain records, and help resolve issues efficiently.

The ideal candidate communicates clearly, builds strong client relationships, and stays organized to ensure a seamless experience across touchpoints.

Responsibilities

• Serve as a primary point of contact for day-to-day client questions and requests.
• Support client onboarding, account setup, and ongoing client communications.
• Build and maintain strong, professional relationships with clients.
• Coordinate client needs and requests with internal departments and team members.
• Track client issues, follow-ups, deadlines, and action items to ensure timely resolution.
• Monitor client accounts and identify opportunities to improve the client experience.
• Schedule meetings, prepare agendas, and document key takeaways and next steps.
• Maintain accurate client information, notes, and activity within CRM and other internal systems.
• Follow up proactively with clients to ensure requests have been completed and expectations are being met.
• Assist with preparing reports, presentations, account updates, and other client-facing materials.
• Escalate complex issues or concerns to the appropriate team member when necessary.
• Gather client feedback and communicate recurring themes or opportunities to leadership.
• Collaborate with sales, operations, support, and other teams to deliver a consistent client experience.
• Contribute to client retention and satisfaction initiatives.

Job description

About the Role

We are looking for a highly organized, personable, and proactive Client Success Coordinator to support our clients and help ensure they have a positive, seamless experience from onboarding through ongoing engagement.

The Client Success Coordinator will work closely with clients and internal teams to coordinate requests, monitor client needs, maintain accurate records, and help resolve issues efficiently. The ideal candidate is an excellent communicator who enjoys building relationships, staying organized, and finding solutions.

Key Responsibilities

• Serve as a primary point of contact for day-to-day client questions and requests.
• Support client onboarding, account setup, and ongoing client communications.
• Build and maintain strong, professional relationships with clients.
• Coordinate client needs and requests with internal departments and team members.
• Track client issues, follow-ups, deadlines, and action items to ensure timely resolution.
• Monitor client accounts and identify opportunities to improve the client experience.
• Schedule meetings, prepare agendas, and document key takeaways and next steps.
• Maintain accurate client information, notes, and activity within CRM and other internal systems.
• Follow up proactively with clients to ensure requests have been completed and expectations are being met.
• Assist with preparing reports, presentations, account updates, and other client-facing materials.
• Escalate complex issues or concerns to the appropriate team member when necessary.
• Gather client feedback and communicate recurring themes or opportunities to leadership.
• Collaborate with sales, operations, support, and other teams to deliver a consistent client experience.
• Contribute to client retention and satisfaction initiatives.