Client Success Coordinator
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Job Description
Client Success Coordinator supporting Australian leadership-development programs from the Philippines. Coordinating onboarding, scheduling, coaches, client meetings, logistics, systems, and process improvements.
Responsibilities:
- Execute administration of client programs from sales-team handover through completion, including onboarding, scheduling, preparation, and feedback reporting
- Send participant preparation materials, including DISC assessments, program portals, and goals, and follow up on completion
- Prepare administrative materials for coaches and coordinate professional, efficient client communications
- Maintain accurate program records and dashboards in Monday.com, SharePoint, and other systems
- Lead internal Program WIP meetings
- Keep program-management platforms updated with client, participant, delivery, attendance, portal, and survey information
- Initiate client contact and schedule and conduct Program Success Meetings
- Onboard clients and communicate program changes to coaches
- Provide logistical support for program sessions and events, including room bookings, catering, supplies, and DISC codes
- Identify and implement approved process and system improvements
- Use AI to improve efficiency and KPI achievement
- Practice the organisation’s cultural values
Requirements:
- Proven success in administrative roles in serviced-based business
- Proven ability in improving processes and systems
- Very strong attention to detail
- Process-driven approach
- Proactive problem-solving ability
- Confidence taking the lead in administration support
- Professional, accurate, and personable communication skills
- Organised and clear-thinking approach
- Strong systems literacy, including Microsoft Office, CRMs, and project-management tools
- Confidence working remotely with high ownership and integrity
- Client and stakeholder coordination skills
- Program and project administration experience
- Calendar and schedule management
- Client onboarding and relationship-management skills
- Meeting coordination and facilitation skills
- Strong written and verbal communication
- Process improvement and workflow-management skills
- Data accuracy and deadline/task management
- Ability to manage multiple programs and priorities simultaneously
- Strong follow-up and accountability
- Ability to anticipate issues and stay ahead of requirements
- Continuous improvement and practical use of AI
- Microsoft Office proficiency: Word, Excel, Outlook, and PowerPoint
- Monday.com or similar project-management platform experience
- Microsoft SharePoint experience
- CRM-platform experience
- Calendar and scheduling tools
- Zoom or Microsoft Teams
- Availability for meetings and collaboration during 9am–5pm AEST/AEDT business hours
- Disclosure of existing ongoing roles or client work
- LinkedIn profile must reflect this engagement, marked “Independent Contractor” if not employed via EOR
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