Client Success Coordinator

Business & Legal Resources; Brentwood (TN); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented Client Success Coordinator to enhance client satisfaction. In this pivotal role, you will assist the Client Success team by managing administrative tasks, ensuring timely client communications, and fostering strong relationships. Your proactive approach and exceptional organizational skills will help streamline processes and improve client experiences. Join a dynamic team that values customer-centric solutions and offers opportunities for professional growth. If you are passionate about client success and thrive in a collaborative environment, this position is perfect for you.

Qualifications

• 2+ years experience in customer service or administrative support.
• Strong organization and time management skills.

Responsibilities

• Support Client Managers with administrative tasks and client communications.
• Maintain organized records of client interactions in CRM.

Skills

Communication Skills

Organization

Time Management

Customer Service

Problem-Solving

Education

Bachelor's Degree

Tools

Microsoft Office Suite

CRM Software

Salesforce

Job description

We are looking for a highly organized and detail-oriented Client Success Coordinator to join our team. In this role, you will support our Client Success Managers by handling administrative duties, and ensuring that our clients receive exceptional service. The ideal candidate will be proactive, possess strong communication skills, and have a passion for helping clients achieve their goals

Job Summary:

The Client Success Coordinator supports the Client Success team with client accounts. This role is responsible for a wide range of administrative duties to include providing exceptional service to clients.

Primary Duties and Responsibilities:

• Assist Client Managers, ensuring timely completion of all necessary paperwork for assigned accounts.
• Maintain organized records of client interactions, renewal dates, and other important account information in our CRM system.
• Coordinate follow-up communications with clients, addressing any questions or concerns they may have.
• Prepare and send proposals and contracts to clients for cross-sell opportunities, ensuring accuracy and clarity.
• Support the onboarding process for new clients, assisting with paperwork, training schedules, and ensuring a smooth transition into our services.
• Collaborate with the Client Success team to track client engagement, satisfaction, and retention metrics.
• Assist with scheduling meetings, training sessions, and client check-ins, ensuring that all necessary materials are prepared and distributed.
• Monitor client accounts for any potential issues and proactively address them to enhance client satisfaction.
• Provide administrative support, including managing calendars, preparing reports, and assisting with other tasks as needed.
• Participate in continuous improvement initiatives to streamline processes and enhance overall client experience.

Additional Responsibilities:

• Additional duties as assigned

Critical Competencies:

• Enthusiasm& Passion-Communicates a compelling and inspired vision of core purpose, focused on the future (not the past), inspires others to take the journey, sparks passion and creativity among those around them
• Customer-Centric - Establishes and maintains effective relationships with customers, effectively aligns strategy with customer’s business, anticipates customer needs and sets high standards for customer service
• Manages Ambiguity & Change - Makes decisions with available information that align with strategy, embraces and manages change, challenges the status quo and champions new initiatives, comfortably handles risk and uncertainty
• Emotional Intelligence - Capable of recognizing the emotions of self and others, demonstrates the ability to adjust to the emotional environment, builds sustainable rapport, uses diplomacy and tact to achieve mutually beneficial outcomes

The Individual:

• Solid communication, presentation and writing skills
• Strong organization and time management skills including ability to multi-task
• Customer centric with focus on problem-solving and client experience
• Ability to work independently and as part of a team
• Proficiency with Microsoft Office Suite
• Experience with CRM Software; Salesforce experience a plus

Qualifications:

• Bachelor’s Degree
• 2+ years relevant work experience in customer service, administrative support, or account management

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship.

If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101.

Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.