Client Success Coordinator

Position Description

We are seeking a proactive and organized Client Success Coordinator to support our consulting clients, ensuring an exceptional onboarding experience, seamless project management, and ongoing relationship-building. This role plays a critical part in maintaining and enhancing client satisfaction, sales processes, and internal operations for Krista Kurlinkus, LLC.

• Client Communication: Respond promptly to client and prospective client inquiries via HelpScout, Dubsado, and email, providing clear, helpful information and solutions.
• Client Prospecting: Assist in identifying and researching potential new clients, initiating first contact via Dubsado email, social platforms, or phone, and maintaining prospect records in Dubsado.
• Pipeline Management: Oversee the client acquisition pipeline in Dubsado, ensuring smooth progression from initial inquiry to onboarding. Evaluate Discovery Call questionnaires based on established criteria, identifying qualified prospects, and scheduling discovery calls with the CEO.
• Client Onboarding: Utilize Dubsado templates to create and manage client projects, proposals, invoices, contracts, retainers, and kickoff calls. Develop and implement workflow automations in Dubsado to maintain consistent client communication and operational efficiency. Develop additional client onboarding materials as needed, using provided templates and organizing resources in client files.
• Relationship Management:Regularly check in with clients to proactively identify and address potential issues, maintaining a high level of client satisfaction. Coordinate follow-up communications post-service delivery, collecting feedback, testimonials, and identifying opportunities for additional support.
• Event Coordination: Manage logistics for speaking engagements, conferences, travel bookings, and other client-related events. Respond to requests for the CEO's participation in events, including coordinating schedules, communicating logistics, and confirming engagements.
• Internal Coordination and Administration: Attend weekly team meetings, document action items clearly in Notion, assign tasks with specific due dates, and track follow-up. Support the CEO in maintaining organized client records, documents, and internal notes to streamline client management.
  
  

Skills And Qualifications

• Exceptional interpersonal and communication skills.
• Strong organizational abilities and attention to detail.
• Experience with CRM systems (Dubsado preferred) and client management software.
• Proficiency with Notion or other project management software.
• Ability to handle multiple tasks efficiently in a fast-paced, client-oriented environment.
• A proactive problem-solving mindset, with the ability to anticipate client needs and identify operational improvements.
  
  

Position Goals and Growth Potential

This role offers opportunities for professional growth into client success management, sales operations, and strategic relationship roles within the company. Your contributions will directly support our mission to provide high-quality consulting services, fostering meaningful change for the nonprofits we serve.

Salary and Benefits

• This is a remote, W-2 position.
• 32 hours per week
• Salary range: $50,000-$55,000, depending upon experience.
• Benefits include 15 days of PTO per year, 14 paid holidays per year, partial health insurance reimbursement, and retirement matching.
• Our Business Hours: 8–4 pm CT, Monday–Thursday.
• Some travel may be required for in-person events and filming.
  
  

Education

• B.A. required.
  
  

Required Skills And Experience

• Dependability and Initiative: Perform duties reliably and with minimal supervision.
• Proficiency in Sales and Client Engagement: Prior experience in sales or consultative roles, especially in guiding customers or clients toward valuable resources or services.
• Content Management Skills: Strong content management abilities, including maintaining content calendars, publishing schedules, and utilizing SEO best practices.
• Online Course and Membership Platform Experience: Familiarity with platforms like Mighty Networks.
• Communication Skills: Clear, kind, and solution-oriented communication with customers in emails, social media, online chat, and Zoom.
• Adaptability: Ability to use multiple computer applications simultaneously.
• Knowledge of Social Justice Issues: Awareness of current events and sensitivity to social and racial justice issues and language.
• Organizational Skills: Advanced skills in managing multiple systems, platforms, and processes.
• Customer Relations: Friendly, professional tone in interactions, active listening, and forward-thinking to anticipate and resolve potential issues.