US Client Success & Operations Coordinator; WFH - Night Shift ZR__JOB

US Client Success & Operations Coordinator (WFH - Night Shift) | _JOB

Client Success & Operations Coordinator (Remote-Night Shift)

About People Partners

• At People Partners , great work starts with great people — and we’re proud to be a Great Place to Work® certified company .
• We connect talented professionals with exciting opportunities supporting U.S.
  
  -based businesses, giving you the chance to build global experience without leaving home. You’ll join a people-first culture where growth is encouraged, contributions are valued, and there’s always something new to learn.
• If you’re looking for a role where you can grow your career, work with international teams, and genuinely enjoy the people you work with, you’ll feel right at home here.

• Some people see a list of outstanding items.
  You see a mission.
• As our Client Success & Operations Coordinator , you’ll sit at the intersection of client success and operations, helping keep multiple client engagements moving from onboarding through ongoing delivery.
• You’ll make sure clients know what happens next, documents don’t disappear into the abyss, deadlines stay visible, meetings happen when they should, and stalled tasks get the attention they need.
• You won’t be expected to solve complex tax or technical questions. Knowing when to elevate and who to involve is part of doing this role brilliantly.
• If closing loops, creating order, and giving clients confidence that everything is under control sounds satisfying, this could be your kind of role.

• Keep clients informed of next steps, meetings, deadlines, and outstanding requirements.
• Follow up on missing documents, approvals, and action items.
• Support new-client onboarding and internal hand offs.
• Monitor client workflows, deadlines, dependencies, and outstanding tasks.
• Maintain accurate CRM records, notes, and client information.
• Coordinate meetings, reminders, and follow-up activities.
• Identify stalled tasks, workflow bottlenecks, and potential delays.
• Escalate technical or complex client matters to the appropriate team members.
• Prepare correspondence, trackers, and client-facing documents.
• Support operational and client reporting.
• Maintain process and workflow documentation.
• Coordinate across client-facing, operational, and technical teams.

Required Qualifications:

• 2+ years of relevant professional experience in Client or Customer Success, Account Coordination, Operations, Client Services, Administration, Project Coordination, or a similar role.
• Strong written and verbal communication skills.
• Strong organizational and time-management skills.
• Ability to manage multiple clients, deadlines, and priorities.
• Strong attention to detail and follow-through.
• Ability to work independently and take ownership of assigned responsibilities.
• Comfortable communicating with clients via email, phone, and video calls.
• Ability to maintain accurate records and handle confidential client information appropriately.

• Experience supporting a U.S.
  
  -based professional-services business .
• Experience in tax, accounting, financial services, wealth management, legal, consulting, or advisory services .
• Experience with CRM or workflow platforms such as Zoho, Salesforce, Hub Spot, Click Up, , or Asana . Equivalent platforms are also relevant.
• Familiarity with Microsoft 365, Google Workspace, document management, e-signature, and scheduling systems .

• A great role should give you more than a list of tasks. At People Partners, you’ll have the opportunity to build international experience, develop your skills, and grow your career while being part of a genuinely people-first workplace.
• As part of our Great Place to Work® certified culture, you can look forward to learning…