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Client Success Coordinator
Overview
The role:
- Be the main point of contact for anyone purchasing or participating in our offerings
- Continually work to impress and delight, going above and beyond for each of our clients
- Have a deep understanding of what we offer, the resources that are in each product, what success looks like for participants
- Facilitate an onboarding process for each new client that creates a sense of connection to the product/our team, and provides a clear path for participation
- Coordinate coaching circle assignments and logistics
- Provide support and accountability for coaching circle participation
- Personally communicate regularly with each clients about how the Coach PD Project is meeting their needs and how they can benefit from using all of the resources
- Prior to membership expiration, personally communicate with clients about renewal and options for ongoing membership
- Provide support to facilitator(s) and participants during live trainings, webinars, etc.
Listen to client questions and needs and coordinate with the team to meet those needs - Manage entries and automations within our CRM
- Coordinate the sending of gift boxes and other little extras
- Provide smooth and speedy technical support
Collect and share data about participation in and results of our offerings
Send and track invoices and other financial correspondence - Communicate regularly with master coaches and our operational team to ensure that everyone has the information they need and our clients have a smooth experience
If you have:
- Dedicated work time during defined hours, without distraction or other responsibilities
- Impeccable follow-through
- Amazing written and verbal communication skills
And are:
- Organized and responsible
- A problem-solver
- Energetic and friendly
- Detail-oriented
- Able to track communication and be very responsive across multiple channels
- Able to follow a defined process – and able to figure out what to do when no process exists
- Patient
- Logical
- Someone who loves creating connections between and experiences for people
- Able to remember names, faces, and how people and organizations are related
- Able to stay on top of many different responsibilities at once, discerning when to focus deeply on one thing and when task-switching is required
- Technologically savvy
- Thoughtful
- Flexible
- Unafraid of making telephone calls
- Sometimes silly
We want you to apply!
Time commitment:
Approx. 15 hours per week, with potential to expand
Pay:
$30/hour
To apply for this role:
Send an email with the subject line Client Success Coordinator Application – [Your Name]
In the body of the email: Include three bullet points listing why you are a fit for this role, the time zone you are in, and the hours you are available to work.
Add a PS that answers this question: What is your favorite productivity tool and why?