Project Success Coordinator

This position reports to the Project Success Team Lead and is responsible for maintaining clear

communication with clients and the sales team regarding product delivery scheduling. In this customer

service–focused role, the coordinator will proactively call clients to confirm delivery dates, address any

questions or concerns, and ensure customer satisfaction. The coordinator will also be responsible for updating

notes, calls, and status changes in the system to keep all stakeholders informed with accurate, up-to-date

information.

KEY RESPONSIBILITIES:
Serve as a point of contact with clients regarding product delivery scheduling and status updates.

Proactively call clients to confirm delivery dates, answer questions, and address concerns to ensure

customer satisfaction.

Maintain clear and consistent communication with the sales team and other stakeholders.

Accurately document client interactions, notes, and updates in the CRM/ERP system.

Monitor delivery schedules and identify orders requiring attention using system reports.

Follow Project Success processes to ensure consistent service delivery internally and externally.

Provide timely updates on order statuses to both clients and the internal team.

Perform other related job duties as assigned.

QUALIFICATIONS:
High School Diploma or GED equivalent required.

1–2 years of customer service or client support experience, preferably in a scheduling, logistics, or

administrative role.

Excellent verbal and written communication skills with a professional phone manner.

Strong problem-solving skills and attention to detail.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Experience using CRM and/or ERP systems for data entry and order management.

WORK ENVIRONMENT:
This position is based in an office environment with frequent phone and computer use.

Work involves regular interaction with clients, sales team members, and internal departments.

The role requires the ability to remain seated for extended periods while handling calls and updating systems.

A collaborative and fast-paced setting where multitasking and adaptability are essential.