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eDist · 1 day ago

Client Success Coordinator

Bonita Springs, FL

Full-time

Onsite

New Grad, Entry Level

eDist is a fast-growing Platform-as-a-Service company that helps B2B organizations buy, sell, and support subscription software. The Customer Success Coordinator is an entry-level role designed to introduce candidates to the operations of a Professional Services team, providing foundational experience in project coordination, client communication, and data management.

Artificial Intelligence (AI)Information TechnologySoftwareSpeech RecognitionTechnical Support

Responsibilities

Serve as the first point of contact for the Professional Services department by answering calls, responding to inquiries, scheduling appointments, and routing issues appropriately

Coordinate training sessions by managing calendars, confirming attendance, preparing resources, and helping ensure a smooth experience for both trainers and clients

Support internal communication by helping teams stay aligned on schedules, expectations, and project needs

Assist with accurate data entry and maintenance in HubSpot and other systems, including updating client records, logging interactions, and tracking progress

Generate basic reports to support project visibility and operational planning

Support project managers by scheduling meetings, preparing status summaries, and tracking project progress

Help with project closeout tasks, such as confirming deliverables, organizing documentation, collecting feedback, and coordinating billing workflows

Maintain organized department files and documentation in accordance with company guidelines

Assist in preparing internal summaries, dashboards, and process materials

Help process new and existing orders, subscriptions, and opportunities, ensuring accuracy and alignment with internal workflows

Collaborate with sales and finance teams when additional clarification or documentation is needed

Work with internal teams-including Sales, Training, Finance, and Operations-to resolve administrative questions and ensure smooth handoffs throughout the customer lifecycle

Qualification

Project coordinationClient communicationData managementCRM systemsMicrosoft 365Google WorkspaceOrganizational skillsTime-management skillsVerbal communicationWritten communicationAttention to detailTeam-oriented

Required

Prior experience in customer service, administrative support, internships, or academic project work is helpful but not required

Strong organizational and time-management skills

Excellent verbal and written communication abilities

Comfort working in dynamic, team-oriented environments

Ability to learn new systems and processes quickly

High attention to detail and accuracy

Preferred

Exposure to CRM systems (HubSpot experience is a plus)

Familiarity with Microsoft 365 or Google Workspace

Interest in project management, training, or customer onboarding

Coursework or internships related to business, project coordination, education/training, or operations

Benefits

401(k)

401(k) matching

Dental insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Company

eDist

We are the leading value-added distributor of SaaS based speech recognition technology, including Nuance® Dragon Speech Solutions, Philips SpeechLive and Olympus ODMS Dictation for North America.

Founded in 1973