Client Service Coordinator

Overview:

We are seeking a detail-oriented and experienced Client Service Coordinator to join our team. In this role, you will be responsible for problem-solving, anticipating client needs, and ensuring timely task completion by holding teams accountable. You will provide critical support for our most complex accounts, while also tracking, analyzing, and maintaining accurate data to support leadership in informed decision-making and drive operational efficiency. The ideal candidate will have exceptional communication skills, a proactive approach, and the ability to thrive in a fast-paced, dynamic environment

Responsibilities:

Client Support and Coordination:

• Act as a key liaison between Client Success Managers (CSMs), Account Executives (AEs), finance, legal and external clients to manage tactical details such as invoicing, purchase order (PO) tracking, reconciliation, and contract management.
• Oversee the tracking, reconciliation, and maintenance of accurate records for invoices and purchase orders, ensuring alignment with both client and internal team requirements.
• Ensure timely execution of contracts, resolving discrepancies and addressing issues proactively to maintain workflow continuity.

Issue Resolution & Process Improvement:

• Proactively identify and resolve client and internal challenges, escalating issues, when necessary, to maintain seamless operations.
• Support the continuous improvement of workflows and processes, helping to identify areas where efficiencies can be gained.

Data Tracking, Analysis and Reporting:

• Assist with collecting, cleaning, and organizing data related to the Leadership, Business and Coaching (LBC) business.
• Support the creation of reports and dashboards to track progress using tools such as Excel, Bi platforms, and Salesforce.
• Conduct basic data analysis to identify trends, anomalies, and opportunities.
• Help validate and reconcile data across multiple systems to ensure accuracy in reporting.

Communication and Cross-Functional Partnership:

• Work closely with finance, operations, and other business units to ensure all financial and administrative aspects of client accounts are up-to-date and accurate.
• Provide clear, timely updates to both clients and internal teams, ensuring everyone is aligned on next steps and expectations.

Skills and Qualification Requirements: 

Education and Experience:

• 2–3 years of experience in a support, coordination, or account management role.

Skills and Competencies:

• Exceptional problem-solving skills with a client-centric and proactive mindset.
• Ability to balance multiple priorities in dynamic environments, maintaining efficiency, quality, and adaptability.
• Strong organizational skills and attention to detail.
• Exhibit clear, professional, and empathetic communication with clients and internal teams.
• Ability to work independently and collaboratively within a team.

Technical Proficiency:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) for creating reports, presentations, and managing communication.
• Experience using project management software such as Asana, Trello, Monday.com, or similar tools to monitor progress and ensure timely task completion.
• Familiarity with Contract Lifecycle Management (CLM) software to support efficient contract tracking and administration.
• Experience with Enterprise Resource Planning (ERP) platforms like SAP, Ariba, Oracle, or NetSuite for managing client accounts and ensuring process efficiency.
• Basic proficiency in data analysis tools such as Excel (pivot tables, VLOOKUP, data visualization), Google Sheets, or BI platforms (e.g., Tableau, Power BI) is a plus.

Attributes

• Highly organized and detail oriented.
• Adaptable and efficient in dynamic environments.
• Strong interpersonal skills with the ability to build trust and foster collaboration.

Target base salary range for this job requisition is anticipated to be approximately $56,800 - $70,000 annualized 

We also offer Enterprise benefits including but not limited to: medical, dental, vision, and paid time off 

The company may modify salaries, salary ranges and/or Pay Plans from time to time as it deems necessary.