Client Success Operations Specialist
Listed on 2026-10-05
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Business
Office Administrator/ Coordinator, CRM Systems & Management, Business Administration, Client Relationship Management
Are you the person who always has the reservation, the confirmation number, and a backup plan? Do you get an unreasonable amount of satisfaction from checking things off a list, organizing chaos, and making sure everyone knows what happens next? We're looking for a Client Success & Operations Specialist who can keep our clients feeling cared for and our internal team moving.
If you're proactive, organized, quick on your feet, and usually thinking two steps ahead, keep reading.
The Client Success & Operations Specialist owns the operational side of the client experience from signed agreement through onboarding, launch, and ongoing support. You'll keep clients informed, internal teams aligned, and the details moving so great work can happen without anything falling through the cracks.
About the Role:As our resident air-traffic controller, you'll be responsible for:
- Being a go-to point of contact for clients after they sign and creating a responsive, organized, high-touch experience.
- Coordinating onboarding from signed agreement through launch and making sure every handoff is clean.
- Scheduling kickoff calls, content capture dates, internal handoffs, and other important milestones.
- Collecting the contacts, platform access, creative assets, information, and approvals our teams need to get to work.
- Keeping client records, project statuses, timelines, and outstanding action items organized and up to date.
- Sending updates, reminders, follow-ups, recaps, and next steps before someone has to ask.
- Coordinating across Sales, Content, Finance, and Leadership to keep everyone on the same page.
- Spotting client issues, bottlenecks, retention risks, and missed details early and helping move them toward a solution.
- Building and improving workflows, templates, SOPs, and systems as we grow.
- Helping make sure no client, deadline, or project falls through the cracks.
- You're exceptionally organized and rarely need to be reminded about a follow-up.
- You genuinely enjoy helping clients and can stay calm, clear, and solution-oriented when things get complicated.
- Your instinct is usually 'How do we fix this?' instead of 'Whose problem is this?'
- You can manage a lot of moving pieces, communicate proactively, and keep deadlines from becoming emergencies.
- You like creating structure where it doesn't exist yet and want room to grow as the team scales.
- Comprehensive health benefits and life insurance.
- Flex PTO & Company-Recognized Paid Holidays (because we know you need breaks).
- Monthly cell phone stipend.
- Company-issued computer.
- Casual dress code (no suits required).
- Professional development opportunities to keep you growing.
Education and Experience:
- High School Diploma or equivalent is required.
- An Associate's or Bachelor's Degree in business, marketing, communications, operations, or a related field is preferred.
- 2+ years of experience in client success, account coordination, operations, project coordination, administrative support, marketing operations, or a related role is preferred.
- Experience in a client-facing customer service, account management, hospitality, sales support, or administrative coordination role is preferred.
- Experience supporting a fast-paced team, managing multiple projects, and coordinating across departments is preferred.
- Experience with project management software such as Click Up, Asana, , or similar is preferred.
- Experience with Google Workspace, CRM systems, spreadsheets, and business productivity software is preferred.
- Experience with digital marketing, social media, or creative production workflows is a plus.
- Exceptional organization with the ability to manage multiple clients, projects, priorities, and deadlines at once.
- Excellent written and verbal communication with clients and internal teams.
- Strong project coordination, time management, and follow-through.
- A genuine client-service mindset and a desire to create an exceptional experience.
- Proactive communication and follow-up so clients and teammates are never left wondering what comes next.
- Strong attention to detail and the ability to keep documentation and systems accurate.
- Good judgment about what to solve independently and when to bring in the right person.
- Ability to identify client issues, operational bottlenecks, and risks before they become larger problems.
- Comfort owning onboarding workflows, account setup, project tracking, documentation, and recurring processes.
- Comfort organizing information across…
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