What are the responsibilities and job description for the Client Success Coordinator - Philadelphia, PA (Onsite) position at Caliber Smart?
Position: Client Success Coordinator
Location: Philadelphia, PA (Onsite)
Duration: 6-12 Months contract
Overview
Looking to hire a Client Success Coordinator role (80% client success, 20% coaching ops support)
Key tools: Slack, Google Workspace, Zoom, Qualtrics (data management/reporting), and potential light HubSpot usage
Need someone comfortable with data management and virtual event coordination
Primary Responsibilities (80% Client Success):
Assessment Zone Support Launching assessments
Managing the email
Responding to coach emails, escalating challenges as needed
Backend management Setting up accounts
Credits and purchase links
Adding users and permission rules
Launching LD 12 360s for Elevate Project coachees
Coaching Zone Support Setting up engagements in Coaching Zone that align to the deliverables
Ensuring assessments and surveys are scheduled correctly Manage the assessment and survey dashboard
Dashboard management 5 weeks since coach update - follow up with coaches and prompt action
3 months since closed - archiving engagements
Coaching Order Primarily for Executive Coaching - write the draft of the coaching order and send to the CSM for review
On an as needed basis
Logistical Support for in-person delivery Order print and ship materials (Mimeo)
Ensure travel expenses are submitted on time by coach/facilitator
Zoom Support Scheduling sessions and generating zoom links for coaches/ facilitators
Pulling attendance records
Calendar Support Manage Client Success Calendar
Manage the LD Session Calendar
Schedule the LD design/facilitator briefing calls in advance of the session delivery
Support chemistry call scheduling if/when needed
Data Management Managing and analyzing Qualtrics data, including cleaning and formatting for client presentations
Generate participant survey session links and QR codes - hand these to Solutions Architects in advance of slide finalization
Process Maintenance Update processes changes on the Client Success wiki
Secondary Responsibilities (20% Coaching Ops):
Supporting virtual event management for coach/facilitator community Organize Discovery Session materials
Produce Discovery and Consultant Community Hour session
Support Lunch & Learn
Own and manage the calendar of events
Coordinating calendars and administrative support for the Coaching Ops team Ensure newly onboarded coaches are added to invitations for consultant community events and invited
Tools Needed
Technology
Slack
G-Suite
Zoom Admin
Qualtrics
Asana
Coaching Zone
Assessment Zone
Scribe
Hubspot
Hogan Portal
Mimeo
Best Regards,
Chetna
630-425-6471 -D
815-600-8657-Fax
Chetna@smartcaliber.com
www.smartcaliber.com
Truth Lies in Heart
Location: Philadelphia, PA (Onsite)
Duration: 6-12 Months contract
Overview
Looking to hire a Client Success Coordinator role (80% client success, 20% coaching ops support)
Key tools: Slack, Google Workspace, Zoom, Qualtrics (data management/reporting), and potential light HubSpot usage
Need someone comfortable with data management and virtual event coordination
Primary Responsibilities (80% Client Success):
Assessment Zone Support Launching assessments
Managing the email
Responding to coach emails, escalating challenges as needed
Backend management Setting up accounts
Credits and purchase links
Adding users and permission rules
Launching LD 12 360s for Elevate Project coachees
Coaching Zone Support Setting up engagements in Coaching Zone that align to the deliverables
Ensuring assessments and surveys are scheduled correctly Manage the assessment and survey dashboard
Dashboard management 5 weeks since coach update - follow up with coaches and prompt action
3 months since closed - archiving engagements
Coaching Order Primarily for Executive Coaching - write the draft of the coaching order and send to the CSM for review
On an as needed basis
Logistical Support for in-person delivery Order print and ship materials (Mimeo)
Ensure travel expenses are submitted on time by coach/facilitator
Zoom Support Scheduling sessions and generating zoom links for coaches/ facilitators
Pulling attendance records
Calendar Support Manage Client Success Calendar
Manage the LD Session Calendar
Schedule the LD design/facilitator briefing calls in advance of the session delivery
Support chemistry call scheduling if/when needed
Data Management Managing and analyzing Qualtrics data, including cleaning and formatting for client presentations
Generate participant survey session links and QR codes - hand these to Solutions Architects in advance of slide finalization
Process Maintenance Update processes changes on the Client Success wiki
Secondary Responsibilities (20% Coaching Ops):
Supporting virtual event management for coach/facilitator community Organize Discovery Session materials
Produce Discovery and Consultant Community Hour session
Support Lunch & Learn
Own and manage the calendar of events
Coordinating calendars and administrative support for the Coaching Ops team Ensure newly onboarded coaches are added to invitations for consultant community events and invited
Tools Needed
Technology
Slack
G-Suite
Zoom Admin
Qualtrics
Asana
Coaching Zone
Assessment Zone
Scribe
Hubspot
Hogan Portal
Mimeo
Best Regards,
Chetna
630-425-6471 -D
815-600-8657-Fax
Chetna@smartcaliber.com
www.smartcaliber.com
Truth Lies in Heart
