[Hiring] Client Success Coordinator @TechnologyAdvice

Role Description

Our Client Success team ensures that every client has a seamless, positive, and results-driven experience. Each Client Success Coordinator owns a portfolio of accounts and acts as a trusted partner guiding clients from onboarding through program delivery. You will collaborate closely with our Sales and Operations teams to deliver successful campaigns and create lasting client value. This role blends client relationship management, campaign execution, and data analysis. You’ll manage multiple programs, analyze performance, turn results into actionable recommendations, and coordinate across teams to help our clients reach their marketing goals.

What you'll do

• Build strong partnerships with clients by managing day-to-day communication, setting expectations, reviewing performance, sharing insights, and aligning on goals.
• Manage multiple client portfolios and campaigns, keeping timelines, deliverables, and expectations on track.
• Set up, monitor, and optimize client programs in Salesforce, ensuring campaign details and deliverables are accurate and troubleshooting issues as they arise.
• Support client onboarding by setting expectations, establishing timelines, and aligning goals across stakeholders.
• Analyze campaign performance and client feedback to identify trends, opportunities, and actionable recommendations.
• Present campaign results and recommendations to clients, translating data into clear and meaningful insights.
• Take ownership of account health by staying close to client goals and campaign performance, identifying risks early, and partnering with internal teams to resolve issues.
• Partner closely with Sales and Operations to ensure seamless program execution and a positive client experience.
• Identify opportunities to deepen client partnerships and surface relevant cross-sell or upsell opportunities.
• Share ideas that help us improve our products and processes and create a more consistent client experience.

Qualifications

• 0–2 years of experience in client success, account management, marketing, sales, project coordination, or another client-facing role. Internships and relevant early-career experience count.
• A strong communicator who builds confidence through responsiveness, clarity, and professionalism with clients and teammates.
• Highly organized and able to manage multiple accounts, campaigns, and changing priorities while following through on commitments.
• A proactive problem-solver who asks thoughtful questions, takes initiative, and works to resolve issues before they escalate.
• Experienced in analyzing data, identifying meaningful insights, and presenting findings and recommendations to clients or stakeholders.
• Proficient in Google Sheets or Excel with the ability to organize data, build reports, and check work for accuracy.
• Detail-oriented with a strong focus on the quality of campaign setup, reporting, and client deliverables.
• Curious and eager to learn B2B demand generation, Salesforce, and the tools and processes that support successful client programs.

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.

Work authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire in an employer approved US state and must maintain authorization to work in the United States throughout their employment with our company.