Remote Client Success & Operations Coordinator

Corestream; Tampa (FL); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Corestream is seeking a Client Service Coordinator to support our Client Executives in managing key client accounts. This role will serve as the primary point of contact for clients, addressing service requests, reporting needs, escalations, and requests for additional products and services.

We are looking for a problem solver who is willing to get scrappy and work with internal and external parties to solve issues quickly.

Qualifications

• 2+ years in a client service or support role.
• Proactive solutions-oriented mindset with a commitment to learning.
• Excellent communication and interpersonal skills.
• Ability to balance attention to detail with swift execution.
• Strong organizational skills and deadline management.

Responsibilities

• Support Client Executives on daily client requests and escalations and bring them to a resolution in a timely and accurate manner.
• Act as the client point of contact for questions, issues, or escalations that cannot be handled by Customer Care and Client Operations.
• Manage Salesforce tasks: ticket creation, enrollment planning, contact management, rate and design details.
• Assist with data analysis, reporting, and presentation preparation for client meetings.
• Partner with internal teams and external stakeholders, including carrier contacts, to address client needs efficiently.
• Prepare agendas, take notes, and document action items for client and partner calls.

Skills

Client service

Communication

Organizational skills

Data analysis

Cross-functional collaboration

Tools

Salesforce

Smartsheet

PowerBI

Microsoft Office

Excel

Job description

Corestream is seeking a Client Service Coordinator to support our Client Executives in managing key client accounts. This role will serve as the primary point of contact for clients, addressing service requests, reporting needs, escalations, and requests for additional products and services.

We are looking for a problem solver who is willing to get scrappy and work with internal and external parties to solve issues quickly.