Client Success Coordinator
About the role
The Client Success Coordinator is the operational backbone of the Client Success team. This role supports the day-to-day health of client accounts by owning execution, maintaining operational integrity, and ensuring nothing falls through the cracks. The Coordinator works closely with the Client Success Manager and cross-functional teams to keep campaigns running, clients informed, and internal processes moving without friction.
This is an entry-level role designed for someone who is highly organized, detail-oriented, and eager to develop a deep understanding of performance media, client service, and agency operations. The Coordinator is not a passive executor; they are expected to stay a step ahead, flag issues early, and bring a proactive mindset to everything they own. The values that define success here are humility over ego, insight that drives market impact, and ownership of the outcome whatever it takes: checking your ego at the door and putting the work and the client first, bringing curiosity and analytical thinking that translates into real results, and taking full accountability for every outcome without being asked.
What you'll do
Campaign Launch Coordination
ā¢ Support new client onboards by executing all setup tasks: Salesforce configuration, Slack channel creation, dashboard requests, analytics notification, and finance account setup
ā¢ Coordinate internal kickoff preparation in partnership with the Client Success Manager
ā¢ Ensure all client-facing and internal materials are ready and accurate before launch
Reporting & Performance Support
ā¢ Pull, QC, and format weekly performance reports for Client Success Manager review prior to client delivery
ā¢ Maintain and quality-check client dashboards (Tableau, Qlik, or equivalent) before every client review
ā¢ Flag anomalies, pacing issues, or data discrepancies to the Client Success Manager proactively
Client Communication Support
ā¢ Draft and send recaps following client calls with clear action items and owner accountability
ā¢ Respond to client emails within 2 hours or flag to the Client Success Manager if escalation is needed
ā¢ Maintain accurate records of all client communications and commitments
Operational & Cross-Functional Coordination
ā¢ Manage script variation requests, creative approval routing, and promo code coordination
ā¢ Request and process CIA invoices, post invoices, and monthly Salesforce forecast updates
ā¢ Coordinate host read calls and radio aircheck retrieval and approval as needed
ā¢ Maintain competitive reporting, Salesforce opportunity management, and all client project files
Growth Signal Support
ā¢ Maintain awareness of account health and flag any expansion signals, relationship risks, or client feedback to the Client Success Manager
ā¢ Support the Client Success Manager in preparing QBR materials, account analyses, and strategic account reviews
Qualifications
The strongest candidates will bring:
ā¢ 2 or more years of experience in client services, account coordination, agency operations, or a related field (internship experience considered)
ā¢ Exceptional organizational skills and attention to detail across multiple accounts and workstreams simultaneously
ā¢ Strong written and verbal communication skills; professional and confident in client-facing interactions
ā¢ Proficiency in Google Workspace and Microsoft Office; familiarity with Salesforce, Basecamp, or project management tools is a plus
ā¢ A proactive, ownership-oriented mindset; someone who anticipates what is needed and acts without being asked
ā¢ Comfort working in a fast-paced environment with shifting priorities and a high bar for quality
The Client Success Coordinator is the operational backbone of the Client Success team. This role supports the day-to-day health of client accounts by owning execution, maintaining operational integrity, and ensuring nothing falls through the cracks. The Coordinator works closely with the Client Success Manager and cross-functional teams to keep campaigns running, clients informed, and internal processes moving without friction.
This is an entry-level role designed for someone who is highly organized, detail-oriented, and eager to develop a deep understanding of performance media, client service, and agency operations. The Coordinator is not a passive executor; they are expected to stay a step ahead, flag issues early, and bring a proactive mindset to everything they own. The values that define success here are humility over ego, insight that drives market impact, and ownership of the outcome whatever it takes: checking your ego at the door and putting the work and the client first, bringing curiosity and analytical thinking that translates into real results, and taking full accountability for every outcome without being asked.
What you'll do
Campaign Launch Coordination
ā¢ Support new client onboards by executing all setup tasks: Salesforce configuration, Slack channel creation, dashboard requests, analytics notification, and finance account setup
ā¢ Coordinate internal kickoff preparation in partnership with the Client Success Manager
ā¢ Ensure all client-facing and internal materials are ready and accurate before launch
Reporting & Performance Support
ā¢ Pull, QC, and format weekly performance reports for Client Success Manager review prior to client delivery
ā¢ Maintain and quality-check client dashboards (Tableau, Qlik, or equivalent) before every client review
ā¢ Flag anomalies, pacing issues, or data discrepancies to the Client Success Manager proactively
Client Communication Support
ā¢ Draft and send recaps following client calls with clear action items and owner accountability
ā¢ Respond to client emails within 2 hours or flag to the Client Success Manager if escalation is needed
ā¢ Maintain accurate records of all client communications and commitments
Operational & Cross-Functional Coordination
ā¢ Manage script variation requests, creative approval routing, and promo code coordination
ā¢ Request and process CIA invoices, post invoices, and monthly Salesforce forecast updates
ā¢ Coordinate host read calls and radio aircheck retrieval and approval as needed
ā¢ Maintain competitive reporting, Salesforce opportunity management, and all client project files
Growth Signal Support
ā¢ Maintain awareness of account health and flag any expansion signals, relationship risks, or client feedback to the Client Success Manager
ā¢ Support the Client Success Manager in preparing QBR materials, account analyses, and strategic account reviews
Qualifications
The strongest candidates will bring:
ā¢ 2 or more years of experience in client services, account coordination, agency operations, or a related field (internship experience considered)
ā¢ Exceptional organizational skills and attention to detail across multiple accounts and workstreams simultaneously
ā¢ Strong written and verbal communication skills; professional and confident in client-facing interactions
ā¢ Proficiency in Google Workspace and Microsoft Office; familiarity with Salesforce, Basecamp, or project management tools is a plus
ā¢ A proactive, ownership-oriented mindset; someone who anticipates what is needed and acts without being asked
ā¢ Comfort working in a fast-paced environment with shifting priorities and a high bar for quality