Marketing Client Success Coordinator

Key Responsibilities

• Task Delegation & Coordination
• Follow-Up & Accountability
• Client Communication & Information Gathering
• Reporting & Process Improvement

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.
• 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).
• 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.
• 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.
• 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.