Hybrid Client Success Coordinator – Dallas

Work Shield, Inc.; United States; Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical, vision, and dental insurance

Paid time off

Holidays & PTO balance

Gym membership

Professional development opportunities

Job summary

Work Shield, Inc. in Dallas is seeking a Client Success Coordinator to join our Client Success team.

This is a support role focused on getting new clients set up, answering questions, keeping records accurate, coordinating meetings, travel, client gifts, and events to ensure every client has a great experience. You'll work with the Director of Client Success and other teams; training is provided and there is room to share ideas and grow.

Qualifications

• Bachelor's degree required.
• 2+ years of client service or administrative experience.
• Experience using HubSpot or another CRM (HubSpot preferred).
• Strong written and verbal communication; detail-oriented and organized.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.

Responsibilities

• Answer client and employee questions by phone, email, and live chat.
• Record client feedback and log any issues affecting the client experience.
• Flag possible client issues early so they can be addressed.
• Report and track problems with the client portal and coordinate with internal teams.
• Coordinate onboarding materials and assist on onboarding calls and demos.
• Schedule meetings, travel, and client events; assist with client resources.
• Maintain client communications and update Knowledge Hub resources.
• Keep HubSpot and client records up to date; prepare client reports.
• Book travel and coordinate team and client meetings.
• Support client success initiatives and participate in team projects as needed.

Skills

Client service

Administrative experience

Bilingual (English/Spanish)

Education

Bachelor's degree

Tools

HubSpot

Word

Excel

PowerPoint

Canva

PandaDoc

Job description

Work Shield, Inc. in Dallas is seeking a Client Success Coordinator to join our Client Success team.

This is a support role focused on getting new clients set up, answering questions, keeping records accurate, coordinating meetings, travel, client gifts, and events to ensure every client has a great experience. You'll work with the Director of Client Success and other teams; training is provided and there is room to share ideas and grow.