Client Success Coordinator

February 27

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TechnologyAdvice

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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.

Software Reviews • Demand Generation • Online Marketing • Content Syndication • B2B Lead Generation

201 - 500 employees

🤝 B2B

🛍️ eCommerce

📱 Media

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ 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.