Client Success Coordinator at TechnologyAdvice in Remote

Summary: TechnologyAdvice is a remote-first company that helps B2B tech buyers navigate the buying process. The Client Success Coordinator will manage a portfolio of accounts, ensuring a seamless client experience from onboarding to program delivery while collaborating with internal teams to drive client success. Responsibilities: - Build strong partnerships with clients by managing day-to-day communication, responding quickly to requests, and proactively reaching out to review performance, share insights, and align on goals - Set up, monitor, and optimize client programs in Salesforce, ensuring accuracy and troubleshooting issues as they arise - Analyze campaign performance and client feedback to deliver clear, actionable recommendations that improve outcomes - Lead client onboarding and present Campaign Reviews, translating results into business-level insights that drive strategic discussions - Collaborate across internal teams to refine processes, identify challenges, and recommend creative solutions that enhance both efficiency and client success - Take ownership of account health by anticipating client needs, addressing potential risks early, and ensuring programs deliver against expectations - Serve as the connector between clients and internal teams, ensuring that client objectives are understood, priorities are aligned, and deliverables meet the highest standard Required Qualifications: - A strong communicator who builds confidence through responsiveness, clarity, and professionalism across email, Slack, and Zoom - Proficient in Google Sheets or Excel, with the ability to manage data, build reports, and check for accuracy - Highly organized, able to juggle multiple accounts while still giving each client personal attention and care - Eager to learn the ins and outs of B2B Demand Generation campaigns to better serve our customers - Motivated to learn and dive into campaign performance data, identify insights, and connect them to client goals - Comfortable with Salesforce (or similar CRMs), and meticulous about keeping systems accurate and up to date - Detail-oriented with a sharp eye for quality, ensuring leads and campaign elements meet client expectations - A proactive problem-solver who doesn't just spot issues but takes initiative to resolve them and suggest improvements - Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward - Dependable and accountable, ready to take ownership, ask thoughtful questions, and make a meaningful impact in day-to-day client success Required Skills: Salesforce, B2B Demand Generation Important Skills: Google Sheets, Excel Nice-to-Have Skills: Organization, Proactivity, Communication, Problem-solving, Attention to detail Benefits: Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives., Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays., Remote-First Culture: Work from the comfort of your home., Flexible PTO: Take the time you need, when you need it., Health Coverage: Medical, dental, and vision plans for you and your family., Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage., 401K with Match: Secure your future with our company-matched retirement savings., Paid Parental Leave: Support for new parents during life’s special moments., Wellness Perks: Access Headspace and enjoy monthly fitness reimbursements., Pet Insurance: Care for your furry family members., Speaker Series Bonus: Present in our monthly speaker series and earn a bonus., Book Reimbursement: Get up to 12 books reimbursed per year to fuel your learning., Bucket List Benefit: Celebrate milestones with annual contributions toward your dream adventures after 3 years., In-Office Perks: Enjoy catered lunches for our in-office team.