Client Success Coordinator

Job Summary

Dedicated and proactive, the full-time Client Success Coordinator will serve as the primary point of contact for assigned clients, ensuring their satisfaction and success with marketing services while working remotely.

Key responsibilities

• Build and maintain strong relationships with assigned clients, collaborating with the Account Management team to provide strategic guidance
• Coordinate client onboarding processes and facilitate effective communication of client needs to internal teams for successful project delivery
• Monitor client satisfaction and engagement, proactively addressing issues and identifying opportunities for upselling additional services

Required qualifications

• 2-3 years of experience in a client-facing role, preferably in a marketing or agency environment
• Strong organizational and time-management skills to prioritize tasks in a fast-paced environment
• Ability to work effectively in a remote, asynchronous team environment
• Familiarity with CRM systems and project management tools
• Experience in the financial sector or with financial advisors is preferred