Client Success Account Coordinator

Job Summary :

The Client Success Coordinator (CSC) is a customer-facing role responsible for supporting multiple client relationships across a portfolio of established house accounts. This role ensures day-to-day service delivery, assists in renewal activities, and helps maintain client satisfaction and retention. The CSC works closely with the operations teams to manage requests, track performance metrics, and ensure timely and accurate communication with clients. This position offers an excellent opportunity to build foundational skills in client relationship management, facilities operations, and customer success within a fast-paced service environment.

Essential Duties:

• Manage a portfolio of established house accounts, ensuring consistent communication, service delivery, and client satisfaction.
• Serve as the day-to-day contact for routine service requests, updates, and issue resolution.
• Coordinate with operations and dispatch teams to ensure work orders and projects are completed on time and within scope.
• Track client activity, renewals, and satisfaction metrics, escalating issues as needed to the Client Success Manager.
• Support client reporting and data entry in CRM and CMMS systems, ensuring accurate and current account information.
• Assist with proposal preparation, contract renewals, and documentation for assigned accounts.
• Monitor performance metrics (e.g., response time, completion rate, NPS) and identify trends that may impact service quality.
• Collaborate with cross-functional teams to improve client experience and operational efficiency.
• Participate in client check-ins and internal account review meetings.

Minimum Requirements:

• High school diploma/GED required
• 1–3 years of experience in customer service, account coordination, or administrative support—preferably in service, facilities, or construction industries.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Customer-focused mindset with a proactive approach to problem-solving.
• Ability to manage multiple priorities in a fast-paced environment.
• Basic understanding of service operations and work order processes.
• Proficiency in CRM platforms (e.g., HubSpot, Salesforce) and Microsoft Office Suite.
• Collaborative and adaptable team player eager to learn and grow within the organization.