Customer Success Coordinator

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
Junior
Cloud • Software • Analytics
The Role
Manage client relationships throughout the customer lifecycle, support software adoption and onboarding, provide best practices, resolve concerns, coordinate renewal quotations and proposals, share lessons learned, and manage a book of business. The role requires strong communication, organization, analytical problem-solving, customer service, and proficiency with Microsoft Office tools. Some overnight travel is required.
Summary Generated by Built In
Job Description

DUTIES & RESPONSIBILITIES:

■ Develop and maintain strong client relationship throughout the customer lifecycle

■ Basic knowledge of platform system and tools

■ Provide best practices to clients

■ Strive for excellent customer service and delivery, ensuring any concerns/complaints are dealt with and responded to promptly

■ Lessons learned are identified and shared with the relevant teams

■ Engage with customer to promote software adoption and onboarding strategies

■ Provides renewal sales quotations and responds to requests for proposals

■ Manage book of business


MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Experience:

o Requires 0 to 2 years of related experience

o Requires a bachelor’s degree

o Must have excellent analytical and problem solving skills

o Must have the ability to work independently and handle multiple priorities and deadlines simultaneously

· Computer/Technical:

o Proficient in Office 365 - Microsoft Word, Excel, PowerPoint, Outlook

o Demonstrate ability to learn and understand basic office software applications

o Salesforce experience is a plus


Other Skills:

o Excellent verbal and written communication, organization and follow up skills

o Excellent relationship building skills and ability to work both individually and as a member of a team are necessary

o Ability to work effectively within a fast-paced, deadline-driven environment

o Strong client focus with exceptional collaborative and influencing skills

WORKING CONDITIONS:


1. Normal office environment

2. Extending viewing of computer screens

3. Some overnight travel required


ESSENTIAL FUNCTIONS:

· Frequently sits at a computer terminal and desk

· Frequently walks to other areas within or outside of the department to distribute or gather information

· Occasional standing; occasional lifting moderate loads up to 25 lbs.; frequent bending

· Stooping, crouching while filing; occasional reaching, twisting, turning

· Frequent handling of files, pencils, and paper; frequent keyboarding, writing, and other duties requiring fingering

· Continuous hearing

· Use of near/midrange/far vision and speaking to disseminate information


About Us

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.
 

Why Work Here?

At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.

Medical, Dental & Vision Benefits

401(k) Savings Plan with Company Match

Flexible Planned Paid Time Off

Generous Sick Leave

Inclusive & Welcoming Environment

Purpose-Driven Culture

Work-Life Balance

Commitment to Community Involvement

Employer-Paid Parental Leave

Employer-Paid Short-Term Disability

Remote Work Flexibility
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.

Skills Required

  • 0 to 2 years of related experience
  • Bachelor's degree
  • Excellent analytical and problem-solving skills
  • Ability to work independently and manage multiple priorities and deadlines
  • Proficiency in Microsoft Office 365, including Word, Excel, PowerPoint, and Outlook
  • Ability to learn and understand basic office software applications
  • Excellent verbal and written communication skills
  • Strong organization and follow-up skills
  • Strong relationship-building and client-focus skills
  • Ability to work collaboratively and independently in a fast-paced, deadline-driven environment
  • Salesforce experience

Momentive Software Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Momentive Software and has not been reviewed or approved by Momentive Software.

  • Leave & Time Off Breadth — Generous PTO, paid holidays, paid parental leave, and paid volunteer time are offered; feedback suggests time off is a consistent bright spot. A remote‑first setup can make taking leave and managing schedules more practical.
  • Flexible Benefits — Remote‑first options with remote and hybrid roles provide flexibility in work location and hours. Feedback suggests this flexibility helps offset middling cash compensation for some employees.
  • Wellbeing & Lifestyle Benefits — Offerings include an Employee Assistance Program, HSA with employer contributions, and pet insurance. Feedback suggests these non‑cash elements contribute to overall package appeal despite tradeoffs elsewhere.

Momentive Software Insights

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The Company
HQ: St. Petersburg, FL
820 Employees
Year Founded: 2017

What We Do

Momentive Software (formerly Community Brands) amplifies the impact of over 30,000 purpose-driven organizations globally. Mission–driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges: engage the people they serve, simplify operations, and grow revenue. Built with reliability at the core and strategically focused on events, careers, fundraising, financials, and operations, our solutions suite is bound by a common purpose to serve the organizations that make our communities a better place to live.

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