Customer Success Coordinator

Position Summary / ObjectiveThe 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 FunctionsCoordinate and prioritize incoming upsell and cross-sell opportunities from Customer Success RepresentativesAnalyze account data and run reports to identify opportunities and provide recommendations to Customer Success leadershipProvide prompt, professional, and accurate communication to internal and external clientsServe as an escalation point for complex or high-priority client and internal requestsMaintain contact center service standards and performance expectationsVerify, update, and maintain accurate customer and account information in systemsCollaborate cross-functionally to ensure seamless delivery of services and support to customersSupport the development and implementation of best practices and operational procedures to improve efficiencyMaintain accurate documentation and complete administrative tasks, including time entry, in a timely mannerUphold company values and consistently deliver a high-quality customer experienceParticipate in required company and departmental meetingsPerform additional duties as assigned Other DutiesThis 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. QualificationsHigh school diploma or equivalent required; associate or bachelor’s degree preferred1-3 years of experience in customer service, account coordination, or client success role preferredExperience working in a fast-paced, customer-facing environmentFamiliarity with CRM systems and Microsoft Office Suite (Excel, Outlook, Word) Required SkillsStrong verbal and written communication skills with the ability to interact effectively with internal and external stakeholdersExcellent organizational and time management skills with the ability to manage multiple prioritiesHigh attention to detail and accuracy in documentation and data managementProblem-solving mindset with the ability to assess issues and escalate appropriatelyAbility to work both independently and collaboratively within a teamCustomer-focused approach with a commitment to delivering a positive client experienceAdaptability and ability to thrive in a dynamic, fast-paced environmentProficiency with business systems, CRM tools, and data reporting