Marketing Client Success Coordinator

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Wellness resources

The Client Success Coordinator is responsible for ensuring smooth communication and coordination between clients and internal teams. This role primarily involves note-taking during client meetings, delegating tasks to appropriate team members, following up on task completion, and gathering key information from clients to ensure their needs are met efficiently.

The ideal candidate is highly organized, proactive, and an effective communicator, with a strong ability to manage multiple tasks simultaneously and maintain positive client relationships.

Key Responsibilities
1. Note-Taking & Documentation

• Attend client meetings (virtual and in-person) to take comprehensive and structured notes.
• Summarize key points, action items, and follow-ups from meetings in an organized manner.
• Ensure all notes are stored and shared with relevant stakeholders for reference and accountability.

2. Task Delegation & Coordination

• Assign tasks to internal team members based on client requests and project priorities.
• Provide clear instructions and deadlines to ensure tasks are completed efficiently.
• Track task progress using project management tools (e.g., Monday.com, Asana, Trello, or Slack).

3. Follow-Up & Accountability

• Regularly check in on the progress of assigned tasks, ensuring deadlines are met.
• Follow up with team members to ensure outstanding tasks are completed on time.
• Communicate any delays or issues to clients and internal teams, offering solutions when necessary.

4. Client Communication & Information Gathering

• Serve as the primary point of contact for clients regarding updates, questions, or additional information needed.
• Collect necessary documents, feedback, or approvals from clients to facilitate project completion.
• Ensure clients are informed about progress, upcoming steps, and any required actions on their part.

5. Reporting & Process Improvement

• Maintain detailed records of client interactions, outstanding tasks, and completed work.
• Identify trends or recurring client issues and propose process improvements to enhance efficiency.
• Provide reports on task completion, client satisfaction, and potential areas for service enhancement.

Required:

• Strong organizational skills with an ability to manage multiple tasks and deadlines.
• Understanding of marketing terminology, tasks and what job role to delegate appropriate tasks to.
• Understanding of workflow automation and task management best practices.
• Excellent written and verbal communication for clear documentation and client interaction.
• Background in customer service, administration, or operations.
• Proficiency in project management tools such as hubstaff and monday.
• Experience in CRM tools (e.g., Hubstaff, Salesforce).
• Experience with G-Suite (Google Drive, Sheets, Docs, Calendar, Gmail)
• Detail-oriented with a keen ability to track and follow up on various tasks.
• Problem-solving mindset to proactively address and resolve issues.
• Experience in client-facing roles, such as customer success, account management, or project coordination.