TechnologyAdvice · 21 hours ago

Client Success Coordinator

United States

Full-time

Remote

Entry Level

$50K/yr - $53K/yr

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B2BE-Commerce

Growth Opportunities

No H1B

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Responsibilities

Work alongside Sales counterparts to understand what has been sold to a client and how we should manage expectations throughout the program

Quickly respond to all client emails/requests (we pride ourselves on a quick response time and being easy to work with)

Establish a trusted advisor relationship with each assigned client and drive continued value of our products and services

Create client programs in our Salesforce platform and troubleshoot any issues with program or leads

Respond to client feedback and provide recommendations and optimizations for their campaigns

Conduct cadenced outreach to customers, checking in on their campaigns and touching base to review performance and gather feedback.

Work with clients to understand program performance and provide strategic guidance on tactics to improve program targeting

Onboard new clients and develop and present Campaign Reviews to discuss high level business strategy with top clients

Help establish processes to increase efficiency and offer creative solutions to solve problems

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesforceClient communicationCampaign analysisZoomSlackCRM systems

Required

Experience maintaining regular client communication through digital channels such as Slack, email, and Zoom

Skilled in managing time and prioritizing tasks across team projects, ensuring smooth coordination and attention to detail while handling multiple clients

Eager to learn and develop skills in preparing detailed campaign summaries, analyzing data, and tracking client goals and KPIs to ensure program success aligns with expectations

Familiar with maintaining account health insights and ensuring Salesforce or similar CRM systems are kept up-to-date and accurate

Detail-oriented and organized, capable of reviewing leads for accuracy and alignment with targeting criteria, especially during initial campaign delivery

Creative problem-solver with strong analytical and critical thinking skills

Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward