Customer Success Coordinator

Position Summary / Objective
The Customer Success Coordinator is responsible for delivering an exceptional customer experience by exceeding expectations and building strong, lasting relationships. This role supports both internal teams and external clients through proactive communication, operational coordination, and a customer-centric approach. The Coordinator ensures efficient management of client requests, supports revenue growth initiatives, and contributes to continuous process improvement. Essential Functions Coordinate and prioritize incoming upsell and cross-sell opportunities from Customer Success Representatives
Analyze account data and run reports to identify opportunities and provide recommendations to Customer Success leadership
Provide prompt, professional, and accurate communication to internal and external clients
Serve as an escalation point for complex or high-priority client and internal requests
Maintain contact center service standards and performance expectations
Verify, update, and maintain accurate customer and account information in systems
Collaborate cross-functionally to ensure seamless delivery of services and support to customers
Support the development and implementation of best practices and operational procedures to improve efficiency
Maintain accurate documentation and complete administrative tasks, including time entry, in a timely manner
Uphold company values and consistently deliver a high-quality customer experience
Participate in required company and departmental meetings
Perform additional duties as assigned Other Duties
This job description is not intended to be a comprehensive list of all responsibilities, duties, or skills required. Duties and responsibilities may change at any time with or without notice to meet business needs. Qualifications High school diploma or equivalent required; associate or bachelor's degree preferred
1-3 years of experience in customer service, account coordination, or client success role preferred
Experience working in a fast-paced, customer-facing environment
Familiarity with CRM systems and Microsoft Office Suite (Excel, Outlook, Word) Required Skills Strong verbal and written communication skills with the ability to interact effectively with internal and external stakeholders
Excellent organizational and time management skills with the ability to manage multiple priorities
High attention to detail and accuracy in documentation and data management
Problem-solving mindset with the ability to assess issues and escalate appropriately
Ability to work both independently and collaboratively within a team
Customer-focused approach with a commitment to delivering a positive client experience
Adaptability and ability to thrive in a dynamic, fast-paced environment
Proficiency with business systems, CRM tools, and data reporting