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CallTek

Client Success Coordinator (WFH)

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  • Posted 2 months ago

Job Description

The Client Success Coordinator plays a critical role in ensuring an exceptional client experience by managing the onboarding process, overseeing quality assurance, and ensuring the successful fulfillment of all services. This role requires strong communication, problem-solving, and organizational skills to build client relationships, drive retention, and maintain high service standards. Success in the CSC role Means Achieving The Outcome.

Key Responsibilities:

Client Onboarding & Integration (First 30-60 Days):

Lead a seamless and efficient onboarding process, setting clear expectations and ensuring alignment on goals and deliverables

. Conduct onboarding meetings to introduce key team members, review strategy, and outline timelines

. Monitor client engagement during the onboarding phase, addressing any concerns and ensuring a smooth transition into ongoing services

. Strategic Direction and Analysi

s Understand the Client's business, their needs, and other unique factors to ensure the service plan, marketing strategy, etc is tailored to their needs, not a cookie cutter approac

h CSM is NOT responsible for actively managing the ads, launching campaigns, etc. That is the Media Buyer's responsibilit

y HOWEVER, the CSM should have a deep enough background on Paid Advertising to be able to have meaningful conversations with clients regarding strategic direction, allocation of resources (Google vs Meta vs other platforms depending on situation

) CSM should be able to interpret common KPIs and accurately and clearly relay that information and frequent updates/reports to clients, and should also have the knowledge to answer standard questions regarding campaigns and performance during Client Cal

ls Quality Assurance & Service Fulfillment:

Ensure all deliverables meet the agency's quality standards before being sent to the clien

t. Identify and address any service gaps, ensuring that the client receives all promised services on time and at the highest qualit

y. Work closely with internal teams to streamline workflows and improve service efficie

ncyClient Relationship Management & Communication

: Conduct regular check-ins and strategy meetings to review progress, gather feedback, and ensure client satisfacti

on. Act as the client's advocate within the agency, addressing concerns and troubleshooting challenges to enhance the client experien

ce. Retention & Growth

: Proactively identify opportunities for account growth, renewals, and additional services that align with client ne

eds. Work closely with sales and marketing teams to ensure a seamless transition between new business acquisition and client suc


cess.Day To Day

: Establish a cadence for check ins with all Paid Ads Clients (Minimum once a

week) Building out Ads and Loading it into Meta for Strategist to

take Keeping department organized with updates / outstanding

tasks Onboarding All Paid Ads Clients & assigning applicable parties to their dedicated

tasks Holding the team and client accountable in an 80/20 cap

acity 80%: Holding the fulfillment team accountable with due date, timelines and perfo

rmance 20%: Holding the client accountable in providing the information we need to successfully run their s

ervices Project Management for all existing and new Performance Related S

ervices Troubleshooting Client Issues /

ConcernsRequ

irements Foundation of advertising knowledge and ter

minology Foundation of understanding paid advertising

metrics Proven experience in client success, account management, or a related marketin

g role. Strong organizational skills with the ability to manage multiple clients and p

rojects. Detail-oriented with a strong focus on quality assurance and perf

ormance Excellent communication and relationship-building

skills. Problem-solving mindset with a proactive approach to client

needs. Familiarity with social media, content marketing, and digital marketing strategies is

a plus.Schedule: Monday to Friday from 8 am to

6 pm EST.Job type:

FulltimeWork set-u

p: WFH

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Job ID: 126514983