Customer Success Coordinator

Job Description

We are seeking a highly organized and detail-oriented Customer Success Coordinator to support our Sales and Customer Success teams throughout the entire customer lifecycle. As a fast-growing startup, we rely on strong operational discipline, accurate documentation, and clear coordination across teams. This role is essential to ensuring our customer-facing teams stay focused on strategic conversations and client relationships.

This position is ideal for an early-career professional who wants hands-on exposure to both Sales and Customer Success operations and is interested in growing into a Customer Success Manager role over time. You will develop in-depth knowledge of our customers, our product, and the full lifecycle—from initial sales opportunity through onboarding, adoption, and enhancing the customer experience.

As a key operational partner to our Sales and Customer Success teams, the Customer Success Coordinator helps coordinate client documentation, manage CRM updates, track meetings and action items, and support logistics for both internal and external client activities. Because we are a lean, fast-growing company, this role works cross-functionally and has visibility into the entire customer lifecycle. This is an excellent entry point for someone who wants to build deep customer knowledge and eventually grow into a Customer Success Manager role.

• Customer Lifecycle Documentation & Operational Support:
  Maintain accurate and complete records in the CRM, including opportunities, contacts, activities, meeting notes, and client status updates.
• Customer Lifecycle Documentation & Operational Support:
  Support the documentation and coordination of materials across the customer lifecycle, including sales marketing materials, client overviews in Confluence, contracts, onboarding requirements, and account updates.
• Customer Lifecycle Documentation & Operational Support:
  Ensure action items, next steps, and follow-ups from sales calls, Q ’s and client meetings are captured and tracked.
• Customer Lifecycle Documentation & Operational Support:
  Assist with reporting and dashboards to improve visibility into pipeline, onboarding, account health, and overall team performance.

• Sales & Customer Success Team Coordination:
  Coordinate calendars and logistics across Sales and Customer Success, including recurring team meetings and external client calls.
• Sales & Customer Success Team Coordination:
  Prepare meeting agendas, take clear notes, and track action items for client-related meetings.
• Sales & Customer Success Team Coordination:
  Serve as the operational connector across both teams, supporting timely handoffs between Sales - Customer Success - Support.
• Sales & Customer Success Team Coordination:
  Coordinate communication across internal teams (Product, Engineering, Operations, Marketing) when documentation or client information is needed.

• Partner with Executive Assistants to coordinate registrations, travel logistics, and schedules for sales conferences, industry events, or client offsites.
• Assist with on-site coordination when applicable.
• Manage follow-up documentation after events and scheduling next steps in the CRM.

• Monitor shared inboxes and route inquiries to the appropriate team members.
• Maintain documentation libraries in Confluence, templates, and organizational resources.
• Support process improvements by identifying gaps in documentation, workflows, or CRM usage and recommending optimizations.
• Help build scalable systems and SOPs as the organization grows.

• 2–5 years of experience in sales support, customer success support, administrative operations, or a related role.
• Experience in Title Insurance, Real Estate or Lending a plus.
• Hands-on experience with CRM systems
• Strong organizational skills with the ability to manage multiple priorities, deadlines, and cross-functional requests.
• Excellent written and verbal communication skills.
• High attention to detail, especially in documentation, data entry, and customer records.
• Comfortable working in a fast-paced, evolving startup environment with ambiguity.
• Proactive, resourceful, and able to take initiative without heavy direction.
• Strong interest in building a career in Customer Success, Account Management, or client-facing operations.

• Ability to safely and successfully perform the essential functions consistent with the ADA, FMLA and other federal, state, and local standards, including meeting qualitative and or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA, and other federal, state and local standards.
• Regularly required to sit; use hands and fingers to grab, handle, or feel; reach with hands and arms; and communicate or listen. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl.
• Constantly operates a computer and other office productivity…