Client Success Coordinator

About the role

The organization operates in the B2B technology research and advisory space, addressing the challenge technology buyers face in making informed purchasing decisions. It provides trusted research, practical guidance, and connections to leading technology brands across multiple media brands and newsletters, supported by a global, remote-first team.

The Client Success Coordinator role is focused on ensuring clients receive a seamless and results-driven experience. This position manages client portfolios from onboarding through campaign delivery, acting as a trusted partner to help clients achieve their marketing goals through collaboration, campaign execution, and data analysis.

Responsibilities

• Build and maintain strong client partnerships through day-to-day communication and alignment on goals.
• Manage multiple client portfolios and campaigns, ensuring timelines and deliverables are met.
• Set up, monitor, and optimize client programs in Salesforce, troubleshooting issues as needed.
• Support client onboarding by establishing expectations and timelines with stakeholders.
• Analyze campaign performance and client feedback to provide actionable recommendations.
• Present campaign results and insights to clients clearly.
• Monitor account health, identify risks early, and coordinate with internal teams to resolve issues.
• Collaborate closely with Sales and Operations to ensure smooth program delivery.
• Identify opportunities for deeper client engagement and potential cross-sell or upsell.
• Contribute ideas to improve products, processes, and client experience consistency.

Requirements

• 0–2 years of experience in client success, account management, marketing, sales, project coordination, or similar client-facing roles.
• Strong communication skills with responsiveness, clarity, and professionalism.
• Highly organized with the ability to manage multiple accounts and priorities.
• Proactive problem-solving skills and initiative in resolving issues.
• Experience in data analysis and presenting findings to stakeholders.
• Proficiency in Google Sheets or Excel for data management and reporting.
• Attention to detail in campaign setup, reporting, and client deliverables.
• Eagerness to learn B2B demand generation, Salesforce, and related tools.

Benefits

• Career growth opportunities including mentorship and leadership programs.
• Flexible work schedule with options for Flex Fridays.
• Remote-first work culture.
• Flexible paid time off.
• Medical, dental, and vision insurance for employees and their families.
• Life, AD&D, Short-Term, and Long-Term Disability insurance.
• 401(k) plan with company match.
• Paid parental leave.
• Wellness perks including Headspace access and fitness reimbursements.
• Pet insurance.
• Educational support with book reimbursement.
• Additional benefits such as speaker bonuses and milestone celebration contributions.