Remote Client Success & Account Coordinator

TeamLogic IT; United States; On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Training & development

Competitive salary

Flexible schedule

Job summary

TeamLogic IT is seeking a detail‑oriented Client Success & Account Coordinator who will sit at the center of the client experience. You will manage communications, renewals, and follow‑through, ensuring every issue has an owner and next steps.

This role is not a technical position and reports to leadership while coordinating with a technical team. Responsibilities include capturing feedback, preparing client reviews, tracking commitments, and maintaining organized records in Autotask.

Qualifications

• Three or more years of experience in client success, account coordination, service coordination, customer operations, or a comparable client-facing role.
• Strong spoken and written English, including the confidence to communicate with U.S. business owners, executives, and professional-services clients.
• Demonstrated ability to remain calm, empathetic, and professional with frustrated clients.
• Exceptional follow-through, attention to detail, organization, and ownership.
• Ability to coordinate across multiple people and priorities without losing commitments or deadlines.
• Sound judgment about what can be handled independently and what requires escalation.
• Comfort working in a remote environment with substantial overlap during Pacific Time business hours.
• Proficiency with Microsoft 365 and business systems such as a CRM, PSA, ticketing, or contract-management platform.

Responsibilities

• Serve as the coordination point for client questions, concerns, and complaints.
• Acknowledge concerns promptly, listen carefully, document the business impact, and establish a clear next-update time.
• Gather relevant facts from Autotask and the service team without attempting to diagnose technical issues independently.
• Coordinate with the assigned technician and Technical Operations Manager, then maintain client communication through resolution.
• Confirm that the client is satisfied after resolution and document any additional commitments.
• Escalate serious retention, contractual, financial, security, or reputational risks to the Owner.
• Conduct routine client check-ins and record feedback, risks, opportunities, and follow-up actions.
• Schedule and prepare Client Business Reviews, assemble supporting information, capture notes, and track all resulting actions.
• Maintain a clear view of client health, open commitments, satisfaction trends, and relationship risks.
• Track quotes, recommendations, approvals, procurement items, and project-related client communication.
• Coordinate client onboarding and offboarding activities across internal teams.
• Support proactive client visits, communications, and relationship-building activities.
• Maintain the contract-renewal calendar and begin renewal processes well in advance.
• Review Autotask contracts for accuracy and communicate changes to owners.

Skills

Client communication

Organization

Attention to detail

Ownership

Calm under pressure

Time management

Tools

Microsoft 365

CRM

PSA

Ticketing system

Contract-management platform

Autotask (preferred)

Job description

TeamLogic IT is seeking a detail‑oriented Client Success & Account Coordinator who will sit at the center of the client experience. You will manage communications, renewals, and follow‑through, ensuring every issue has an owner and next steps.

This role is not a technical position and reports to leadership while coordinating with a technical team. Responsibilities include capturing feedback, preparing client reviews, tracking commitments, and maintaining organized records in Autotask.