Client Success Coordinator

September 2

Apply Now

Receive Emails with Similar Jobs

TechnologyAdvice

WebsiteLinkedInAll Job Openings

B2B • eCommerce • Media

TechnologyAdvice is a media and technology company that provides insights and recommendations on business-to-business (B2B) technology products and services. The company specializes in helping organizations make informed purchasing decisions by offering expert analysis and comparisons of various software solutions including HR software, CRM, project management tools, and business intelligence systems. Through data-driven analysis and extensive research, TechnologyAdvice aims to simplify the technology buying process and provide valuable resources for businesses looking to implement new digital solutions.

201 - 500 employees

🤝 B2B

🛍️ eCommerce

📱 Media

📋 Description

• Own a portfolio of accounts and act as the trusted partner guiding clients from onboarding through program delivery. • Manage day-to-day communication, respond quickly to requests, and proactively reach out to review performance, share insights, and align on goals. • Set up, monitor, and optimize client programs in Salesforce, ensuring accuracy and troubleshooting issues. • Analyze campaign performance and client feedback to deliver clear, actionable recommendations that improve outcomes. • Lead client onboarding and present Campaign Reviews, translating results into business-level insights. • Collaborate across internal teams to refine processes, identify challenges, and recommend creative solutions. • Anticipate client needs, address potential risks early, and ensure programs deliver against expectations. • Serve as the connector between clients and internal teams, ensuring objectives are understood and deliverables meet standards.

🎯 Requirements

• Strong communicator who builds confidence through responsiveness, clarity, and professionalism across email, Slack, and Zoom. • Proficient in Google Sheets or Excel, with the ability to manage data, build reports, and check for accuracy. • Highly organized, able to juggle multiple accounts while still giving each client personal attention and care. • Motivated to learn and eager to dive into campaign performance data, identify insights, and connect them to client goals. • Comfortable with Salesforce (or similar CRMs), and meticulous about keeping systems accurate and up to date. • Detail-oriented with a sharp eye for quality, ensuring leads and campaign elements meet client expectations. • A proactive problem-solver who doesn’t just spot issues but takes initiative to resolve them and suggest improvements. • Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward. • Dependable and accountable, ready to take ownership, ask thoughtful questions, and make a meaningful impact in day-to-day client success.

🏖️ Benefits

• Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives. • Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays. • Remote-First Culture: Work from the comfort of your home. • Flexible PTO: Take the time you need, when you need it. • Health Coverage: Medical, dental, and vision plans for you and your family. • Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage. • 401K with Match: Secure your future with our company-matched retirement savings. • Paid Parental Leave: Support for new parents during life’s special moments. • Wellness Perks: Access Headspace and enjoy monthly fitness reimbursements. • Pet Insurance: Care for your furry family members. • Speaker Series Bonus: Present in our monthly speaker series and earn a bonus. • Book Reimbursement: Get up to 12 books reimbursed per year to fuel your learning. • Bucket List Benefit: Celebrate milestones with annual contributions toward your dream adventures after 3 years. • In-Office Perks: Enjoy catered lunches for our in-office team.