Customer Success Coordinator (Remote)
Location: Remote (US EST overlap preferred)
Employment Type: Freelance/Independent Contractor
We’re seeking a highly organized and proactive Customer Success Coordinator (CSC) to ensure our customer success operations run smoothly and efficiently.
You’ll collaborate closely with Account Managers, Strategists, and the MarTech team to keep meetings, reports, and communications consistent, accurate, and on schedule. You’ll attend client meetings alongside the Account Manager (who leads the discussion) to take notes, document action items, and ensure all follow-ups are completed on time.
If you’re detail-oriented, process-driven, and enjoy keeping complex projects organized behind the scenes, this role is for you.
* Attend client meetings (onboarding, kickoff, roadmap reviews, quarterly reviews, renewals) with the Account Manager.
* Capture notes, key takeaways, and next steps; ensure all information is properly documented and followed up.
* Maintain the meeting hygiene cycle: recording → transcript → recap → ClickUp task creation.
* Schedule and confirm client meetings and manage the shared Customer Success Calendar.
* Handle simple customer inquiries and escalate complex ones to Account Managers or Strategists.
* Ensure weekly progress updates are sent to customers on time.
Project & Workflow Coordination
* Keep ClickUp dashboards up to date, ensuring tasks, due dates, and deliverables are accurate.
* Link roadmaps, decks, and recaps across ClickUp and Google Drive.
* Track open items, follow up internally, and ensure deadlines are met.
* Collaborate with the Head of CS and Operations to improve workflow efficiency and automation.
Reporting & Data Preparation
* Pull and organize performance data from HubSpot, GA4, Looker Studio, and DashThis.
* Prepare report-ready data packages and update review decks for Account Managers and Strategists at least three business days before meetings.
* Maintain reporting archives and ensure all decks and roadmaps are properly stored and accessible.
* Support customer onboarding by setting up folders, permissions, and task templates before kickoff.
Success Indicators
* 100% of client meetings documented and recapped within one business day.
* Reports and review decks prepared at least three business days before delivery.
* Weekly customer communications delivered consistently and on time.
* ClickUp and Drive reflect accurate, up-to-date customer data.
* Internal teams rely on you for clarity, structure, and consistency.
Tools You’ll Use
* Work Management: ClickUp (task tracking, dashboards, automations)
* CRM & Analytics: HubSpot, GA4, Looker Studio, DashThis
* Collaboration: Google Drive/Docs/Sheets/Slides, Slack, Zoom/Meet
* Scheduling: Google Calendar or Calendly
* Credential Management: LastPass
Requirements
* 2–4 years of experience in customer success, account coordination, or project support, ideally within a marketing, SaaS, or agency environment.
* Strong communication and organizational skills; able to manage multiple projects simultaneously.
* Confident in using data and analytics tools for report preparation.
* Proactive, detail-oriented, and process-focused mindset.
* Passion for structure, efficiency, and helping teams stay aligned.
