Customer Success Coordinator

Summary/Objective

The Customer Success Coordinator supports the Enterprise Account Director in managing day‑to‑day activities across enterprise client accounts. This role plays a key part in ensuring clients receive timely communication, accurate information, and a smooth experience as they progress through onboarding and account engagement. The Customer Success Coordinator will assist with client communication, account monitoring, CRM data entry, meeting preparation, and discovery communications.

This is a role ideal for candidates with high energy, strong organizational skills, attention to detail, ability to learn, and a desire to grow into higher‑level account management or sales roles.

Key Responsibilities

Client Communication & Support

• Serve as a daily point of contact for client processing questions, worker updates, and scheduling needs during onboarding.

• Draft and send client recap emails following meetings, calls, or major updates.

• Monitor active accounts daily and proactively flag issues, delays, or required follow‑ups to the Enterprise Account Director.

• Assist in preparing materials for client kickoff meetings and internal alignment meetings.

Account Monitoring & Operations Support

• Track client onboarding progress across multiple visa program workflows.

• Ensure client tasks, documents, and milestones are updated and accurate in systems of record.

• Maintain organized client files, onboarding checklists, and internal documentation.

• Coordinate with internal teams (Program Management, Operations, Legal, Marketing) to gather status updates and deliverables.

CRM & Data Management

• Enter and maintain all relevant client data in HubSpot, including notes, activity tracking, onboarding progress, and deal updates.

• Support data cleanup and standardization efforts to ensure accurate and reliable CRM information.

Sales Support & Discovery Activities

• Assist in preparing sales decks, onboarding guides, or client-facing collateral.

Process & Documentation Support

• Support the Enterprise Account Director in updating internal onboarding checklists, standard operating procedures, and templates.

• Identify opportunities to simplify or improve client communication or recurring processes.

• Help capture client feedback during onboarding to support continuous improvement.

Other Duties as Assigned

Perform additional responsibilities as required to support the Enterprise Account Director and the broader organization. These activities may include, but are not limited to, special projects, cross-functional collaboration, research tasks, or other assignments that contribute to successful client outcomes and internal operational effectiveness. Duties may change at any time with or without notice.

Qualifications

• 5+ years of experience in account coordination, client services, administrative support, or sales support.

• Strong organizational skills with exceptional attention to detail.

• Excellent written and verbal communication skills in English and Spanish.

• Comfortable managing multiple priorities and deadlines.

• Experience with CRM systems (HubSpot preferred).

• Ability to work cross‑functionally in a fast‑paced environment.

• Interest in immigration services, staffing, workforce solutions, or professional services a plus.

Success Metrics

• Timely and accurate client communication and meeting recaps.

• High data accuracy and completeness in HubSpot.

• Smooth support of onboarding workflows with minimal escalations.

• Positive internal feedback from Sales, Operations, and Program teams.

• Improved responsiveness and overall client experience for accounts managed by the Enterprise Account Director.

Work Environment

Prolonged periods of sitting at a desk and working on a computer; must be able to lift up to 15 lbs.

EEO Statement

The company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Please note that this job description is not designed to cover all activities, duties, or responsibilities. Duties may change at any time with or without notice.