Client Success Coordinator

Who We Are

Generis organizes and delivers industry‑leading B2B conferences allowing business leaders to discuss, learn and network. Our focus on transforming the way people connect has allowed us to work with exciting brands such as Amazon, Walmart, Microsoft, NASA, AstraZeneca, Pepsico and more. Join a diverse and energetic team, collaborating to produce world‑class events. Enjoy a fast‑paced work environment with exposure to many industries and opportunities for advancement.

The Client Success Coordinator role is ideal for someone who has strong customer service skills and sales aptitude, who is eager to grow in a fast‑paced, client‑facing environment. This individual should be highly organized, communicative, and enthusiastic about delivering a best‑in‑class experience for our event attendees. Working under the guidance of the Senior Client Success Specialist and Head of Event Operations, the Client Success Coordinator plays a key role in supporting delegate engagement and satisfaction.

This position focuses on the successful execution of outreach campaigns, pre‑ and post‑event communication, and data tracking to ensure every delegate is prepared, informed, and supported throughout their event journey.

First six weeks will be 100% in office. Work-from‑home flexibility up to 7 days each month following the initial six week training period.

All candidates must have the ability and willingness to travel to the USA up to 10 times a year to participate in our business summits.

Normal business hours are 8:30 a.m. to 5:00 p.m. Monday to Thursday, and 8:30 a.m. to 4:30 p.m. on Friday, with a one‑hour lunch break between 12:00 p.m. and 2:00 p.m.

• Execute delegate call, email, and text campaigns to drive engagement and ensure timely completion of key deliverables (attendance confirmations, meeting preferences, replacements, etc.)
• Monitor individual delegate progress and flag challenges such as missing information, duplicate registrations, or companies, or lack of responsiveness.
• Coordinate and track meeting preferences to help achieve target meeting‑to‑delegate ratios.
• Provide day‑to‑day support to the Client Success team in achieving KPIs such as securing 80% delegate meeting preferences, maintaining 18% delegate attrition, and ensuring 100% of meetings are made.
• Maintain accurate records and communication logs in our CRM (Salesforce).
• Conduct weekly audits to ensure data accuracy, flag duplicates, and provide recommendations to leadership.
• Act as a client concierge to delegates once their participation has been confirmed.
• Explain the processes delegates must complete prior to the event and guide them through these steps via phone, email, or text.
• Respond promptly to client inquiries and collect any additional information needed before the event.
• Identify process improvements and refine delegate management workflows to enhance efficiency and outcomes.
• Perform additional administrative duties as required.

• Travel between 2‑12 events a year (US) to help deliver world‑class business summits.
• Manage delegate check‑in and registration, providing white‑glove service and ensuring a premium experience.
• Manage event set‑up efficiently (packing folders, creating name badges, auditing folders, signage set‑up, etc.).
• Handle preference‑calling and administrative tasks as required.
• Run Delegate/Sponsor 1‑2‑1 meetings, achieving 100% meetings made in section.
• Oversee and troubleshoot delegate issues, maximizing attendee satisfaction.
• Monitor event KPIs in real time, ensuring delegate check‑in and meeting‑fulfillment rates are met through delegate communications such as no‑show calls and texts.
• Conduct post‑event feedback collection, gathering qualitative and quantitative insights to refine future event strategies.
• Develop and present post‑event analytics and recommendations, providing leadership with data‑driven insights to improve engagement strategies.

• Make a high volume of outbound calls while documenting all communications.
• Liaise with delegates and sponsors,…