Marketing Client Success Coordinator
- Opportunity for advancement
- Paid time off
- Training & development
- Wellness resources
- Note-Taking & Documentation
- Attend client meetings (virtual and in-person) to take comprehensive and structured notes.
- Summarize key points, action items, and follow-ups from meetings in an organized manner.
- Ensure all notes are stored and shared with relevant stakeholders for reference and accountability.
- Assign tasks to internal team members based on client requests and project priorities.
- Provide clear instructions and deadlines to ensure tasks are completed efficiently.
- Track task progress using project management tools (e.g., Monday.com, Asana, Trello, or Slack).
- Regularly check in on the progress of assigned tasks, ensuring deadlines are met.
- Follow up with team members to ensure outstanding tasks are completed on time.
- Communicate any delays or issues to clients and internal teams, offering solutions when necessary.
- Serve as the primary point of contact for clients regarding updates, questions, or additional information needed.
- Collect necessary documents, feedback, or approvals from clients to facilitate project completion.
- Ensure clients are informed about progress, upcoming steps, and any required actions on their part.
- Maintain detailed records of client interactions, outstanding tasks, and completed work.
- Identify trends or recurring client issues and propose process improvements to enhance efficiency.
- Provide reports on task completion, client satisfaction, and potential areas for service enhancement.
- Strong organizational skills with an ability to manage multiple tasks and deadlines.
- Understanding of marketing terminology, tasks and what job role to delegate appropriate tasks to.
- Understanding of workflow automation and task management best practices.
- Excellent written and verbal communication for clear documentation and client interaction.
- Background in customer service, administration, or operations.
- Proficiency in project management tools such as hubstaff and monday.
- Experience in CRM tools (e.g., Hubstaff, Salesforce).
- Experience with G-Suite (Google Drive, Sheets, Docs, Calendar, Gmail)
- Detail-oriented with a keen ability to track and follow up on various tasks.
- Problem-solving mindset to proactively address and resolve issues.
- Experience in client-facing roles, such as customer success, account management, or project coordination.
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