The opportunity

Our client success team focuses on the happiness of our clients. Each Client Success Coordinator is the main point of contact for a batch of specific accounts and works closely with TechnologyAdvice sales, operations, and technology teams to ensure the greatest experience from on-boarding to delivered product. It’s their job to take what’s been sold to the client, gather all the materials we need to get started, build out the program in our internal systems, and manage ongoing client communication. As such, the Client Success Coordinator is an expert on our processes and capabilities and we rely on them to translate this knowledge to clients.

Location: United States

 

What you'll do

• Work alongside Sales counterparts to understand what has been sold to a client and how we should manage expectations throughout the program
• Quickly respond to all client emails/requests (we pride ourselves on a quick response time and being easy to work with)
• Establish a trusted advisor relationship with each assigned client and drive continued value of our products and services
• Create client programs in our Salesforce platform and troubleshoot any issues with program or leads
• Respond to client feedback and provide recommendations and optimizations for their campaigns 
• Conduct cadenced outreach to customers, checking in on their campaigns and touching base to review performance and gather feedback. 
• Work with clients to understand program performance and provide strategic guidance on tactics to improve program targeting
• Onboard new clients and develop and present Campaign Reviews to discuss high level business strategy with top clients
• Help establish processes to increase efficiency and offer creative solutions to solve problems

 

Who you are

• Experience maintaining regular client communication through digital channels such as Slack, email, and Zoom
• Skilled in managing time and prioritizing tasks across team projects, ensuring smooth coordination and attention to detail while handling multiple clients
• Eager to learn and develop skills in preparing detailed campaign summaries, analyzing data, and tracking client goals and KPIs to ensure program success aligns with expectations
• Familiar with maintaining account health insights and ensuring Salesforce or similar CRM systems are kept up-to-date and accurate
• Detail-oriented and organized, capable of reviewing leads for accuracy and alignment with targeting criteria, especially during initial campaign delivery
• Creative problem-solver with strong analytical and critical thinking skills
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward

 

What we offer you

Our benefits and programs are designed to make life better for you and your family..

• Flexible schedule with remote, hybrid and on-site options
• Comprehensive medical, dental and vision insurance
• 401K with company matching
• Flexible paid time off
• Paid maternity and paternity leave
• Pet insurance for your furry family members and co-workers 
• Wellness perks that include the Headspace App and monthly fitness reimbursements
• Ongoing career development opportunities, mentorship program, bucket list benefit, and more
• In-office snacks, beverages, catered meals, and even some ping pong

#LI-Remote

 

Work authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire in an employer approved US state and must maintain authorization to work in the United States throughout their employment with our company.