Client Success Coordinator
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Job Description
Client Success Coordinator providing project coordination and client support at Succession Resource Group, ensuring alignment between project goals and client needs in a remote setting.
Responsibilities:
- Act as the primary communication bridge between project teams, clients, and leadership to ensure alignment and execution of project objectives.
- Assists with initial project setup by processing engagement agreements, creating and sending invoices, gathering required information, and entering data into internal systems
- Coordinate scheduling, meetings, and follow-ups across project teams and clients
- Prepares meeting agendas, materials, and documentation, as needed
- Attends meetings, takes notes, and distributes summaries or action items
- Maintains organization of tasks and workflows within CRM systems
- Track project timelines, deliverables, and deadlines to ensure projects stay on schedule
- Provides general administrative support to team members and leadership
- Serves as a first point of contact by answering client calls, responding to inquiries, and routing communication appropriately
- Communicates professionally with current and prospective clients via phone and email
- Responds to client correspondence and ensures timely communication
- Prepares client invoices, processes payments, and distributes confirmation
- Tracks administrative components of projects to support timely completion.
Requirements:
- Strong working knowledge of Microsoft Office Programs (e.g. Word, Excel, PowerPoint, and Teams)
- Experience with CRM Systems (e.g. Salesforce or Hubspot) and experience with Project Management Software (e.g. Zoho, Basecamp, Monday.com, etc.)
- Excellent written and verbal communication skills
- Attention to detail
- Ability to multitask and prioritize effectively
- Strong organizational skills
- Team player with a positive “can do” attitude
- Knowledge of the financial services industry, preferred
- Bachelor’s Degree plus 3 years of experience in a related field; or, alternatively, high school diploma plus 5 years of experience in a related field.
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