Client Success Coordinator

About the role

Responsible for ensuring prospective clients receive timely follow-up after their consultation, understand their quote and package options, and know exactly what they need to do next.

To apply, it is mandatory to fill in this application form: https://forms.gle/12Bk4h56x7YVL8y99

Key responsibilities

• Send or coordinate the formal quote/package after the consultation
• Follow up with clients who have not responded to or accepted their quote
• Answer post-consultation questions about package inclusions, pricing and payment terms, process and next steps, timelines, and what happens after engagement
• Clarify straightforward questions based on what was already discussed during the consultation
• Coordinate internally when a client raises a question requiring legal or case-specific advice
• Keep track of every outstanding quote and ensure no prospective client falls through the cracks
• Follow up on clients who said they would engage later or are waiting for a particular milestone
• Assist clients through the engagement/payment process
• Confirm once engagement requirements are complete
• Handover newly engaged clients cleanly to the onboarding/case team
• Maintain notes/statuses on leads and reasons for non-conversion

About you

• Excellent written English and professional email communication skills.
• Strong attention to detail and document-review skills.
• Good reading comprehension and ability to follow detailed SOPs.
• Organized and comfortable managing multiple client matters.
• Previous experience in email support, administrative work, document review, legal support, immigration, or customer service is preferred.
• Comfortable working independently in a remote environment.

FULL-TIME COMMITMENT

This is a full-time role and requires your complete professional attention during working hours. It is not suitable for candidates who are attending school, operating their own business/practice, holding another job, or managing competing professional responsibilities.

Candidates with a notice period of up to one month are welcome to apply.