Client Support and Operations Coordinator

Overview

We are seeking an energetic and detail-oriented Client Support and Operations Coordinator to join our dynamic team. In this pivotal role, you will serve as the primary point of contact for clients, ensuring their needs are met with exceptional service while managing operational workflows that support our SaaS (Software as a Service) solutions. Your proactive approach will drive client satisfaction, streamline processes, and foster strong relationships across cross-functional teams. This is an exciting opportunity for someone passionate about customer service, project management, and data-driven decision making to make a meaningful impact in a fast-paced environment.

Duties

• Manage and nurture client relationships through effective communication, ensuring their needs are understood and addressed promptly.
• Oversee client account management within CRM systems such as Salesforce, maintaining accurate records of interactions, transactions, and preferences.
• Coordinate onboarding processes for new clients, including training on SaaS platforms and assisting with initial setup to ensure a smooth transition.
• Collaborate across departments—including sales, customer success, and technical support—to resolve client issues efficiently and enhance overall service delivery.
• Utilize order processing tools to handle client requests, renewals, and updates accurately while maintaining compliance with company policies.
• Analyze client data within CRM systems to identify trends, opportunities for upselling or cross-selling, and areas for process improvement.
• Support internal communication efforts by preparing reports, updating project statuses, and facilitating information flow among teams to optimize operations.

Requirements

• Proven experience in project management within a SaaS or technology environment.
• Proficiency with Salesforce CRM system and familiarity with Salesforce Cloud features.
• Strong understanding of customer relationship management principles and client services best practices.
• Excellent communication skills—both written and verbal—to effectively liaise with clients and internal teams.
• Demonstrated ability to manage multiple client accounts simultaneously while maintaining attention to detail.
• Experience using order processing tools and data analysis techniques to inform decision making.
• Ability to collaborate across functions such as sales, support, and operations to achieve shared goals.
• Strong organizational skills with the capacity to prioritize tasks in a fast-paced setting.

This role offers an engaging environment where your proactive mindset will directly contribute to enhancing client experiences while supporting operational excellence. If you thrive on building relationships, solving problems creatively, and working collaboratively across teams—this is the perfect opportunity for you!

Pay: $25.58 - $30.81 per hour

Work Location: In person