Menlo · 1 day ago
Client Services Coordinator
Kansas City, MO
Full-time
Onsite
Entry, Mid Level
2+ years expMenlo is focused on creating better technologies to solve problems for clients in school districts and communities nationwide. The Client Services Coordinator plays a crucial role in ensuring exceptional client experiences by coordinating service delivery, managing communications, and supporting operational excellence.
Information TechnologySoftwareTechnical Support
Responsibilities
Serve as the primary liaison for onboarding new clients, ensuring a smooth, professional, and welcoming transition
Coordinate implementation timelines, gather necessary documentation, and communicate setup requirements to internal teams
Facilitate kickoff meetings and ensure clients clearly understand service scope, support channels, and escalation paths
Track onboarding progress, proactively communicate status, and address any delays or issues before they impact the client
Schedule and monitor service requests, ensuring timely resolution by technical teams
Track SLAs and escalate issues when necessary to maintain service quality and client confidence
Anticipate potential risks or bottlenecks and surface them to the Client Services Manager or appropriate team members
Provide regular, detailed updates to clients regarding ticket status, project milestones, and service performance
Prepare client-facing reports including ticket summaries, performance metrics, and satisfaction surveys
Use clear, upbeat, and professional communication across phone, email, and messaging to keep all parties aligned
Maintain accurate client records, service documentation, and internal knowledge base entries
Document repeatable processes and best practices that help clients and internal teams operate more efficiently
Assist in refining workflows to improve consistency, organization, and client experience
Work closely with technical teams, account managers, and leadership to align service delivery with client expectations
Participate in internal meetings to review service performance and identify improvement opportunities
Support training/onboarding for new employees by sharing context, processes, and client history where helpful
Qualification
Required
2+ years of experience in a client-facing role, preferably within an MSP, IT services, or similarly fast-paced service environment
High sense of urgency with strong follow-through; comfortable managing many moving pieces at once
Excellent communication and interpersonal skills—able to quickly build rapport, read people and situations, and adjust tone accordingly
Highly organized and almost obsessively neat with calendars, documentation, tasks, and follow-ups
Enjoys working in a team-oriented, socially interactive environment with consistent change rather than repetitive, heads-down work
Ability to work independently without regular direction while knowing when to ask questions or escalate concerns
Comfortable picking up the phone, sending emails, and using collaboration tools to keep stakeholders informed
Proficiency in Microsoft 365 and other collaboration tools
Preferred
Experience with ticketing or CRM systems
Company
Menlo
Menlo is an IT company that offers technology products and solutions to schools and civic organizations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kyle Baack
Chief Operating Officer
Recent News
2025-02-21
Company data provided by crunchbase