Client Success Coordinator For Remote Marketing Agency

About Us:

Indigo Marketing is a dynamic and asynchronous remote team that brings marketing solutions to financial advisors.

Job Description:

We are currently seeking a dedicated and proactive Client Success Coordinator to join our team. As a Client Success Coordinator, you will work directly with our clients, ensuring their satisfaction and success with our services. The ideal candidate is customer-focused, highly organized, and possesses excellent communication skills.

Responsibilities:

• Serve as a point of contact for assigned clients, building and maintaining strong relationships.
• Collaborate with our Account Management team to provide dedicated assistance and strategic guidance on assigned clients.
• Understand client's needs, goals, and objectives to effectively communicate with internal teams and ensure successful project delivery.
• Coordinate and facilitate client onboarding processes, including gathering necessary information and documentation.
• Proactively communicate with clients to provide updates on project status, address any concerns, and gather feedback.
• Collaborate with internal teams, including marketing, design, and development, to ensure client requirements are met and projects are delivered on time and within scope.
• Identify opportunities for upselling or cross-selling additional services to existing clients based on their needs and goals.
• Monitor client satisfaction and engagement levels, taking proactive steps to address any issues or concerns that may arise.
• Maintain accurate records of client interactions, agreements, and project details in our CRM system.

Requirements:

• 2-3 years of experience in a client-facing role, preferably in a marketing or agency environment.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Ability to work effectively in a remote, asynchronous team environment.
• Familiarity with CRM systems and project management tools.
• A proactive attitude and willingness to go above and beyond to ensure Client Success.
• Experience in the financial sector or with financial advisors is preferred.

Benefits:

• Opportunity to work with a diverse and talented remote team.
• Flexible work schedule and location.
• Room for growth and professional development opportunities.

If you are passionate about marketing and eager to join a dynamic remote team, we would love to hear from you! Please submit your resume and portfolio showcasing your relevant experience.

Job Type: Part-time

Pay: $45.00 per hour

Expected hours: 20 per week

Benefits:

• Flexible schedule

Schedule:

• Choose your own hours
• On call

Work Location: Remote