Client Success Coordinator

Simplify Compliance; Brentwood (TN); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is looking for a detail-oriented Client Success Coordinator to enhance client satisfaction. This role involves managing client accounts, supporting Client Success Managers, and ensuring exceptional service delivery. You will play a vital role in coordinating communications, preparing proposals, and monitoring client engagement. If you are proactive, possess strong organizational skills, and have a customer-centric mindset, this opportunity is perfect for you. Join a dynamic team dedicated to helping clients achieve their goals in a collaborative environment.

Qualifications

• 2+ years of experience in customer service or administrative support.
• Strong organizational skills and ability to multitask effectively.

Responsibilities

• Assist Client Managers with paperwork and client account management.
• Coordinate follow-up communications and onboarding for new clients.

Skills

Communication Skills

Organizational Skills

Time Management

Problem-Solving

Education

Bachelor’s Degree

Tools

Microsoft Office Suite

CRM Software

Salesforce

Job description

We are seeking a highly organized and detail-oriented Client Success Coordinator to join our team. This role involves supporting our Client Success Managers through administrative duties and ensuring exceptional service delivery to clients. The ideal candidate is proactive, has strong communication skills, and is passionate about helping clients achieve their goals.

Job Summary:

The Client Success Coordinator supports the Client Success team by managing client accounts and performing a variety of administrative tasks to enhance client satisfaction.

Primary Duties and Responsibilities:

1. Assist Client Managers by ensuring timely completion of all paperwork for assigned accounts.
2. Maintain organized records of client interactions, renewal dates, and other important account information in our CRM system.
3. Coordinate follow-up communications with clients to address questions or concerns.
4. Prepare and send proposals and contracts for cross-sell opportunities, ensuring accuracy and clarity.
5. Support onboarding for new clients, including paperwork, training schedules, and ensuring a smooth transition.
6. Collaborate with the team to track client engagement, satisfaction, and retention metrics.
7. Assist with scheduling meetings, training sessions, and client check-ins, preparing necessary materials.
8. Monitor client accounts for potential issues and address them proactively to improve satisfaction.
9. Provide administrative support such as managing calendars, preparing reports, and other tasks as needed.
10. Participate in initiatives to improve processes and client experience.

Additional Responsibilities:

• Perform additional duties as assigned.
• Demonstrate enthusiasm and passion by inspiring others and fostering creativity.
• Establish and maintain effective relationships with customers, aligning strategies with their needs.
• Manage ambiguity and change by making informed decisions, embracing new initiatives, and handling risks.
• Recognize and respond to emotional cues, building rapport with clients and team members.

The Individual:

• Excellent communication, presentation, and writing skills.
• Strong organizational and time management abilities, capable of multitasking.
• Customer-centric mindset with problem-solving skills.
• Ability to work independently and collaboratively.
• Proficiency in Microsoft Office Suite.
• Experience with CRM software; Salesforce experience is a plus.

Qualifications:

• Bachelor’s Degree.
• At least 2 years of relevant experience in customer service, administrative support, or account management.

We are an equal opportunity employer and welcome applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. All applicants must be legally eligible to work in the country of hire without sponsorship. For accommodations under applicable laws, please contact our Talent Acquisition Team at 1.800.727.5257, ext. 8101. Applicants may review our Affirmative Action plans upon request.