A Customer Success Coordinator is a valuable player in the customer success team as they can provide operational and administrative support for customers and internal teams. Use this job description to hire one today.

Customer Success Coordinator Job Description

As the Customer Success Coordinator, you will be assisting the Customer Success team in their efforts to deliver outstanding service and maintain strong client relationships. You will be responsible for a variety of administrative and coordination tasks that contribute to the overall success of our customer success team.

Responsibilities of the Customer Success Coordinator

  • Documentation and Records: Maintain accurate and up-to-date customer records, including contact information, communication history, and relevant details.
  • Onboarding Assistance: Support the onboarding process for new clients, ensuring they have the necessary resources and information to get started.
  • Training Coordination: Assist in scheduling and coordinating customer training sessions, ensuring customers have access to educational resources.
  • Feedback Collection: Gather customer feedback and input on their experiences to help identify areas for improvement and enhancement.
  • Renewals Tracking: Monitor subscription renewals and assist in the renewal process by communicating with clients and providing necessary information.
  • Reporting Support: Assist in generating reports and metrics related to customer success initiatives, contributing to data-driven decision-making.
  • Customer Advocacy Programs: Support the identification and nurturing of potential customer advocates who can promote our products and services.
  • Cross-functional Collaboration: Collaborate with various teams, including Sales, Marketing, and Support, to ensure a cohesive approach to customer success.
  • Administrative Tasks: Handle administrative duties such as scheduling meetings, preparing materials, and managing documentation.

Customer Success Coordinator Requirements

  • Degree in Business, Marketing, or a related field (or equivalent work experience).
  • Strong organisational and multitasking skills.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with a focus on accuracy and thoroughness.
  • Ability to work effectively in a fast-paced, team-oriented environment.
  • Proficiency in Microsoft Office and customer relationship management (CRM) software is a plus.