Client Success Coordinator

Job Summary

Seeking a highly proactive and detail-oriented Client Success Coordinator in a hybrid role, who will manage client relationships, facilitate onboarding, and support technical marketing execution while collaborating with the Account Management team.

Key Responsibilities

• Serve as the primary point of contact for assigned clients, managing expectations and gathering feedback
• Coordinate and facilitate the client onboarding process, ensuring all necessary documentation is collected efficiently
• Build and troubleshoot marketing funnels and automated workflows within GoHighLevel and Hubspot

Required Qualifications

• 2-3 years of experience in a marketing agency or client-facing digital environment
• Hands-on experience with GoHighLevel; familiarity with ClickUp and Hubspot is preferred
• Strong understanding of full-stack digital marketing principles, including email marketing and social media
• Experience in the financial sector or with financial advisors is a plus
• Ability to work independently and productively in a remote, asynchronous team environment