Client support coordinators

Job Overview We are seeking a dynamic and proactive Client Support Coordinator to join our team and elevate our client service experience. In this role, you will serve as the primary point of contact for clients, ensuring their needs are met with enthusiasm and professionalism. You will manage client accounts, facilitate communication across departments, and leverage your expertise in customer relationship management (CRM) systems to deliver tailored solutions. This position offers an exciting opportunity to work within a fast-paced environment where your project management skills and customer service acumen will drive client satisfaction and foster long-term relationships. Your energetic approach and detail-oriented mindset will be key to thriving in this role. Responsibilities Act as the main liaison between clients and internal teams, ensuring clear and effective communication throughout all stages of the client lifecycle Manage and maintain client accounts using CRM systems such as Salesforce Cloud, ensuring data accuracy and timely updates Coordinate project activities across cross-functional teams to deliver seamless client solutions aligned with their goals Process orders, track service requests, and handle inquiries efficiently using order processing tools and SaaS platforms Support sales initiatives by assisting with client onboarding, renewals, and upselling opportunities based on data-driven insights Develop strong relationships with clients through proactive engagement, problem-solving, and personalized support strategies Collaborate with marketing teams to provide feedback on client needs, product improvements, and service enhancements Skills Proven experience in client services, account management, or customer support roles within financial services or SaaS industries Proficiency in Salesforce CRM system, including Salesforce Cloud modules for customer relationship management Strong project management skills with the ability to coordinate multiple tasks simultaneously Excellent communication skills—both verbal and written—to effectively engage clients and internal stakeholders Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint) for data analysis and reporting purposes Ability to analyze customer data to inform decision-making and improve service delivery Demonstrated ability to collaborate across departments in a fast-paced environment while maintaining attention to detail Experience managing customer accounts through CRM systems supported by technical teams or internal IT resources Strong problem-solving skills with a focus on delivering exceptional customer service experiences Knowledge of marketing strategies related to client engagement and retention Join us in this vibrant role where your energy meets impactful service! We are committed to fostering a supportive environment that values your skills and encourages professional growth. If you thrive on building meaningful relationships while managing complex projects, this is the perfect opportunity for you! Pay: From $16.50 per hour Work Location: In person