Client Success Coordinator
About the role
The Client Success Coordinator is a pivotal part of the Client Success team, responsible for managing a dedicated book of business through proactive outbound calls, emails, and client engagement. This position is for an ambitious individual who is organized, detail-oriented, and possesses excellent communication skills.
Responsibilities
- Conduct proactive outbound calls, emails, and client outreach to drive participation in product migrations, renewals, and expansions
- Manage the full renewal lifecycle including tracking, quoting, and documentation
- Follow established client engagement models and maintain regular touchpoints to build and strengthen client relationships
- Mine expansion opportunities through renewals, QBRs, and annual reviews, and manage the quoting process
- Manage and forecast sales pipeline opportunities, funneling qualified leads to the Client Success Lead
- Capable of building relationships both internally and externally
- Document and maintain playbooks and processes and facilitate sharing information to key Ad Astra Stakeholders
- Schedule, co-present, and curate content for business reviews and strategic alignment meetings
- Engaging and communicating with low-touch clients via automation cadences, webinars, and other means
- Attend summits and conferences to identify and pursue migration opportunities
- Review client success plans and outcomes through QBRs to develop value stories, coordinating with the marketing team
Requirements
- Bachelor’s degree in business, sales, marketing, or equivalent training in business, Client Success, Sales management, or Higher Ed leadership, preferred
- Comfort with warm outreach via phone and email
- Persistence and follow-through on leads and opportunities
- Ability to build rapport quickly and maintain relationships
- High emotional intelligence, including curiosity, empathy, self-awareness, and integrity
- Detail-oriented with strong pipeline and CRM hygiene
- Strong prioritization skills with the ability to be proactive
- Demonstrated ability to work independently as well as in a team environment
Essential Competencies
- Communication & Interpersonal Skills
- Prospecting & Outreach
- Flexibility
- Analytical Thinking
- Process Documentation
- Problem Solving & Critical Thinking
Additional Preferred Qualifications/Responsibilities
- Salesforce CRM
- SalesLoft
- Report Building (CRM)
- Gainsight PX (client adoption metrics)
- Office 365
How performance is measured for this role
- Clients Migrated
- GR
- Expansion ARR
Position Location
The position is in Overland Park, KS in the greater Kansas City metro area.
Company Information
Ad Astra is an equal opportunity employer committed to fostering an inclusive workplace where all individuals are treated with respect and fairness—regardless of race, color, national origin, sex, gender identity or expression, sexual orientation, religion, age, political affiliation, disability, veteran status, or any other characteristic protected by law.