Customer Transition Coordinator

Daxko; Birmingham, Northern (AL, KY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible PTO

Health, dental, and vision insurance

Monthly fitness reimbursement

401(k) matching

New-Parent Paid Leave

Casual work environment

Hybrid and Remote work

Job summary

Daxko is seeking an Offboarding Coordinator to lead the entire exit process for customers of our Nonprofit and Club software. You will coordinate data exports, invoicing, and service deactivations while maintaining strong relationships with customers to keep doors open for future engagement.

You will be the main contact during the offboarding journey, coordinating across Sales, Customer Success, Finance, and Product to ensure a seamless transition and timely communication.

Qualifications

• Two or more years of customer-facing experience.
• Excellent communication skills and ability to build rapport in challenging conversations.
• Detail-oriented and organized with ability to manage multiple moving parts.
• Comfort working across teams in a fast-paced environment.
• Experience with CRM tools such as Salesforce.

Responsibilities

• Own the full offboarding lifecycle for customers leaving our Nonprofit and Club software, from first notice to final sign-off.
• Serve as the customer’s main point of contact during their exit, ensuring clear communication and fast responses.
• Build relationships with departing customers to preserve goodwill and enable future re-engagement.
• Coordinate data exports, final invoicing, and service deactivation across teams.
• Track transition details in CRM and task systems with accurate records from start to finish.
• Gather feedback from departing customers and share insights for improvement.

Skills

Customer-facing experience

Strong communication

Cross-team collaboration

Tools

Salesforce

Job description

When a customer decides to part ways with Daxko, this role makes sure they leave with their dignity, their data, and their goodwill intact. You'll own the full offboarding experience for departing customers, coordinating everything from final invoicing to data exports while keeping the relationship warm enough that the door stays open for the future. This role reports to the Senior Director, Technical Services.

What you'll do

• Own the full offboarding lifecycle for customers leaving our Nonprofit and Club software, from first notice to final sign-off
• Serve as the customer\'s main point of contact during their exit, keeping communication clear and response times fast
• Build relationships with departing customers that preserve goodwill and leave the door open for re-engagement
• Partner with Sales, Customer Success, Implementation, Finance, Product, and Technical Support to keep the transition seamless across teams
• Coordinate data exports, final invoicing, and service deactivation so nothing falls through the cracks
• Track every transition detail in our CRM and task systems, keeping accurate records from start to finish
• Gather feedback from departing customers and share insights that help other teams improve
• Spot chances to improve the offboarding process and help build a stronger standard journey over time

What you\'ll bring

• Two or more years in a customer-facing role
• Strong communication skills and the ability to build rapport quickly, even in difficult conversations
• A detail-oriented, organized approach to managing multiple moving pieces at once
• Comfort working across teams in a fast-paced, evolving environment
• Experience with CRM tools such as Salesforce

Nice to have

• Experience in the boutique fitness market or working with Nonprofit and Club businesses
• Background in customer success, customer service, or account management
• Project management experience

Additional Information

Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense, including thought and perspective, age, ability, nationality, ethnicity, orientation, and gender. The skills, perspectives, ideas, and experiences of all of our team members contribute to the vitality and success of our purpose and values.

We truly care for our team members, and this is reflected through our offices, and benefits, and great perks. These perks are only for our full-time team members. Some of our favorites include:

• Flexible paid time off
• Affordable health, dental, and vision insurance options
• Monthly fitness reimbursement
• 401(k) matching
• New-Parent Paid Leave
• Casual work environments
• Hybrid and Remote work

All your information will be kept confidential according to EEO guidelines.

#LI-Hybrid