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Powering the future of STEM, SRG covers a full spectrum of roles and talent solutions across STEM industries.
Client Success Coordinator
Location
United States
Posted
70 days ago
Salary
$50K - $69K / year
Seniority
Senior
Job Description
Client Success Coordinator
SRG
• Act as the primary communication bridge between project teams, clients, and leadership to ensure alignment and execution of project objectives. • Assists with initial project setup by processing engagement agreements, creating and sending invoices, gathering required information, and entering data into internal systems • Coordinate scheduling, meetings, and follow-ups across project teams and clients • Prepares meeting agendas, materials, and documentation, as needed • Attends meetings, takes notes, and distributes summaries or action items • Maintains organization of tasks and workflows within CRM systems • Track project timelines, deliverables, and deadlines to ensure projects stay on schedule • Provides general administrative support to team members and leadership • Serves as a first point of contact by answering client calls, responding to inquiries, and routing communication appropriately • Communicates professionally with current and prospective clients via phone and email • Responds to client correspondence and ensures timely communication • Prepares client invoices, processes payments, and distributes confirmation • Tracks administrative components of projects to support timely completion.
Job Requirements
- Strong working knowledge of Microsoft Office Programs (e.g. Word, Excel, PowerPoint, and Teams)
- Experience with CRM Systems (e.g. Salesforce or Hubspot) and experience with Project Management Software (e.g. Zoho, Basecamp, Monday.com, etc.)
- Excellent written and verbal communication skills
- Attention to detail
- Ability to multitask and prioritize effectively
- Strong organizational skills
- Team player with a positive “can do” attitude
- Knowledge of the financial services industry, preferred
- Bachelor’s Degree plus 3 years of experience in a related field; or, alternatively, high school diploma plus 5 years of experience in a related field.
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