Client Success Coordinator - Philadelphia, PA (Onsite)

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