Client Success Coordinator (Hybrid, Part-Time)

Kroger; Seattle (WA); Hybrid; USD 39,778 - 56,653; Part time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Work from home

Yearly bonus

Bonus opportunities

Job summary

Capital Ready Solutions is seeking a Client Specialist to collect intake information, manage referrals, track services, and support program operations. This part-time role emphasizes accuracy in data handling and effective communication with clients and vendors.

Responsibilities include enrolling clients, coordinating with vendors, tracking service delivery, and generating routine reports. The position offers a flexible schedule and a hybrid work arrangement in Livonia, Michigan.

Qualifications

• Education: some college in business administration, finance, or related field preferred.
• Experience: proven experience in customer services and/or administrative support; familiarity with financial services and small business support programs is a plus.
• Team Collaboration: ability to collaborate with internal teams and external vendors to ensure coordinated support for clients.

Responsibilities

• Client Intake: review intake applications to ensure accuracy and provide to review team.
• Program Enrollment: enroll clients and provide orientation to program, benefits and services.
• Referral Management: coordinate with capital-ready vendors for seamless client handovers.
• Service Tracking: monitor services rendered and ensure timely client support.
• Data Entry and Reporting: maintain records and generate reports on activities and performance.

Skills

Interpersonal Skills

Project Management Experience

Oral/Written Communications

Analytical & Innovative skills

Organizational Skills

Collaboration

Safeguarding program confidentiality

Data Management Proficiency

Education

Some college in business administration, finance, or related field

Job description

Capital Ready Solutions is seeking a Client Specialist to collect intake information, manage referrals, track services, and support program operations. This part-time role emphasizes accuracy in data handling and effective communication with clients and vendors.

Responsibilities include enrolling clients, coordinating with vendors, tracking service delivery, and generating routine reports. The position offers a flexible schedule and a hybrid work arrangement in Livonia, Michigan.