Overview
The Client Success Coordinator is the engine that keeps our client relationships running at full speed. You'll be the first line of communication for our clients - making sure meetings are tight, follow-ups get done, and issues are handled before they become problems. You'll support onboarding, reporting, and QBR prep, while keeping a sharp eye on client health signals like churn risks and upsell opportunities. This is a hands‑on role where organization, communication, and hustle matter most. If you're hungry to grow, this role is your launchpad into a career in Client Success and account leadership.
Key Responsibilities
- Client Communications: Own the day-to‑day flow of client communications - scheduling meetings, drafting call recaps, taking call notes, logging follow-ups, and tracking action items to ensure accountability.
- Meeting Cadence: Support recurring client calls by preparing agendas, documenting key takeaways, and ensuring timely follow‑up.
- Ticket & Issue Management: Monitor inbound client requests, triage tickets, track SLAs, and elevate issues when needed.
- Onboarding Support: Execute onboarding checklists and playbooks for new clients; maintain and update knowledge base resources.
- QBR & Reporting Support: Assist in quarterly business review prep by pulling usage and performance data, updating client health scores, and flagging churn‑risk signals.
- Client Feedback: Coordinate NPS/CSAT surveys, track responses, and surface insights to the Client Success Manager / Director.
- Reporting & Handoffs: Generate usage/adoption reports, highlight renewal/expansion opportunities, and ensure clean pipeline handoffs to Client Success Director + channel teams.
- Project Management: Manage tasks, timelines, and dependencies in ClickUp to support client deliverables.
What Success Looks Like
- Meetings and follow‑ups are timely, organized, and action items are tracked to completion.
- Client requests are routed quickly, SLAs are met, and escalations are flagged with context.
- Onboarding processes run smoothly, with accurate documentation and updated resources.
- QBR decks, reports, and health metrics are prepped on time and ready for review.
- Client sentiment (NPS) is tracked consistently and surfaced to leadership.
- Internal teams have clean, accurate reporting and handoffs.
- Our Client Success Director is freed up from day‑to‑day tasks to focus on strategic, long‑term projects.
Qualifications
- 1–2 years of professional experience in a client‑facing, project coordination, or support role (digital marketing agency experience a plus).
- Excellent communication and organization skills.
- Strong attention to detail and follow‑through.
- Project management and communication tools proficiency (ClickUp, Slack, Loom).
- Analytical mindset; comfortable pulling reports and spotting patterns in data.
- Proactive and resourceful; able to balance multiple client needs with internal priorities.
You Might Be a Fit If You Are...
- A strategic operator who's led client‑facing teams in an agency or consulting environment.
- An expert communicator who can build trust, navigate conflict, and inspire both clients and internal teams.
- Motivated by ownership – you don't wait for permission to make things better; you take the reins and execute with confidence.