Client Success & Operations Coordinator- EST Shift

ISHIR; United States; Remote; USD 55,000 - 85,000; Full time

Job summary

A leading company is seeking a Client Success & Operations Coordinator to enhance client engagement and operational efficiency. This role requires expertise in CRM management and cross-functional coordination, where you'll support sales and marketing efforts while ensuring data integrity and client satisfaction. Ideal for candidates skilled in HubSpot, SharePoint, and operational tasks, this position offers a dynamic work environment and opportunities for professional growth.

Qualifications

• Background in CRM management and client engagement.
• Experience in handling contract processes and client operations.
• Proficiency in maintaining marketing assets and internal communication.

Responsibilities

• Track and manage customer leads; prepare draft RFP responses.
• Maintain and audit contact records in HubSpot.
• Assist in the creation of case studies and marketing materials.

Skills

CRM management

client operations

cross-functional coordination

Tools

HubSpot

SharePoint

DocuSign

Job description

Job Title: Client Success & Operations Coordinator

Location: Noida/Remote

Shift Timings: EST (6PM-3AM IST)

Profile Summary:

We are looking to hire Client Success & Operations Coordinator with a strong track record in CRM management (HubSpot, SharePoint), client operations, and cross-functional coordination. Skilled in handling lead tracking, contract processes (DocuSign), client engagement (QARs, AARs, NPS/CSAT), and maintaining marketing assets such as case studies, testimonials, and collateral. Adept at ensuring data integrity, supporting internal communications, and driving operational efficiency across sales and client success functions.

Key Responsibilities:

1. Sales & CRM Support

• Track and manage customer and referral partner leads; process commissions.
• Prepare initial drafts of RFP responses (under guidance).
• Maintain CRM: update deals, contacts, milestones, contracts, dashboards, and client tags.
• Support DocuSign processes for NDAs, MSAs, SOWs, and PSAs.
• Handle Direct Sourcing (DS) leads and follow up on payments.
• Create and manage SharePoint client folder templates.

2. Account Management & Client Operations

• Maintain and audit HubSpot contact records.
• Schedule and manage QAR/AAR meetings; coordinate internally and send reminders.
• Prepare for QARs by collecting PM inputs and updating CRM/BloomGrowth with key outcomes.
• Maintain clean MOMs from meetings (via Read.ai).
• Track and follow up on NPS/CSAT surveys and report completion rates.
• Support client gifting logistics (DOBs, addresses, office/remote status).
• Monitor hours for maintenance projects and assist with timesheet collection.
• Notify clients of India holidays.

3. Marketing & Communication Support

• Manage and map reviews, testimonials, and case studies to relevant services.
• Track opportunities for new client reviews and testimonials.
• Assist in creating and updating case studies (initiate during QARs; use AI for contract checks).
• Maintain accurate and approved logos by industry for web and presentations.
• Clean and update HubSpot and ensure clients are subscribed to newsletters.
• Maintain and update sales collateral, master company deck, and KPI dashboards.