OPSPro ยท 2 weeks ago
Client Success Coordinator
Washington, D.C., USA, 20001
Full-time
Onsite
New Grad, Entry LevelOPSPro specializes in providing small businesses and government contractors with compliance and operational support. The Client Success Coordinator will enhance client management and operational efficiency, serving as a central point of contact for clients and providing administrative support to executives and directors.
AccountingConsultingHuman ResourcesSoftware
Responsibilities
Work closely with clients, Client Services, and Operations teams to ensure efficient handoffs and process flow
Centralize and manage sales tracking and potential client workflows using tools like Bigin and SharePoint
Coordinate contract execution and track modifications (MODs) to ensure compliance and accuracy client status updates and cross-selling opportunities using client and engagement metrics
Guide new clients through the onboarding process, including introductions to the team, distributing welcome packages, onboarding checklists, and scheduling initial meetings
Serve as the primary point of contact for clients throughout their relationship with OPSPro
Report on client health and success metrics and facilitate customer service surveys
Develop and maintain client services processes, including sales, new client onboarding/offboarding, contracting, and MODs
Coordinate, set up and maintain the Client Book and Bigin/Zoho contacts for marketing campaigns
Plan, coordinate, and execute business development conference logistics including registration and travel and identify new conference opportunities
Manage complex calendars, schedule meetings and coordinate travel arrangements
Prepare agendas, presentations, and reports
Assist with special projects, research, and data analysis as requested
Prepare expense reports and other executive administrative duties
Support the CEO in managing and coordinating business development activities and calendar management
Qualification
Required
Work closely with clients, Client Services, and Operations teams to ensure efficient handoffs and process flow
Centralize and manage sales tracking and potential client workflows using tools like Bigin and SharePoint
Coordinate contract execution and track modifications (MODs) to ensure compliance and accuracy client status updates and cross-selling opportunities using client and engagement metrics
Guide new clients through the onboarding process, including introductions to the team, distributing welcome packages, onboarding checklists, and scheduling initial meetings
Serve as the primary point of contact for clients throughout their relationship with OPSPro
Report on client health and success metrics and facilitate customer service surveys
Develop and maintain client services processes, including sales, new client onboarding/offboarding, contracting, and MODs
Coordinate, set up and maintain the Client Book and Bigin/Zoho contacts for marketing campaigns
Plan, coordinate, and execute business development conference logistics including registration and travel and identify new conference opportunities
Manage complex calendars, schedule meetings and coordinate travel arrangements
Prepare agendas, presentations, and reports
Assist with special projects, research, and data analysis as requested
Prepare expense reports and other executive administrative duties
Support the CEO in managing and coordinating business development activities and calendar management
Company
OPSPro
OPSPro provides the level of support your business requires in accounting, contracting, HR, IT, payroll, & program financials support.
Founded in 2013
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase