Client Success Coordinator

4 weeks ago


Richmond, United States MARKETview Education Partners Full time

We are seeking bright, motivated, and results-driven individuals to join our client success team. This individual will be a critical contributor to a fast-growing, early-stage, education technology business and will have the unique benefit of working directly with our clients.

Key Responsibilities:

* Collaborate with client success leadership and data analysts to support our college and university partners through a value-driven, goal-focused lens
* Shepherd new clients through the Onboarding process by keeping track of internal action steps, coordinating data needs, and scheduling key meetings
* Support client success leadership with proactive call and meeting preparation
* Manage a complex schedule of client meetings, ensuring regular calls are on the calendar, logged accordingly, and with high attention to detail
* Maintain accurate client contact and account information in internal systems, such as HubSpot and Monday.com
* Participate in client calls and meetings to capture detailed notes and ensure next steps are documented and fulfilled
* Encourage client usage of the MARKETview platform and drive client participation in events, meetings and other engagement opportunities
* Assist with logging, monitoring, and communicating the status of client technical support and data needs
* Supporting the broader client success team with internal initiatives and projects as needed while we grow and evolve

Minimum Requirements:

* Bachelor's degree
* 0-3 years of experience (entry-level position)
* A passion for serving clients/customers and helping others achieve their goals
* Highly organized and keen attention to detail
* Positive and motivated attitude
* Impressive and professional written and oral communication skills
* Comfortable with data, technology, and learning new systems (and/or strong willingness to learn)
* Experience with Microsoft Office programs including Word, Excel and PowerPoint

Preferred Experience :

* Previous client success / customer service experience
* Experience working with a CRM system (Hubspot, Salesforce, etc.)
* Experience with project organization and tracking (or similar skill)

Why MARKETview Education Partners?

The MARKETview team is united by a common passion to increase higher education access while improving the performance of colleges and universities and the educational outcomes for students and families. This is the spirit that drives every client partner relationship, as we serve the mission of each with an unwavering commitment to their goals and success. We are looking for equally passionate team members with a similar disposition and willingness to put the success of others - partners and teammates - before their own. If this is you, you'll fit right in.

Job Type: Full-time, on-site

Location: Richmond, VA

Equal Opportunity:

MARKETview is an equal opportunity employer. We are committed to building a diverse and inclusive environment for our employees and do not discriminate based on any status protected under federal, state, or local law.

* -

Qualified candidates must be legally authorized to work in the United States without employer sponsorship for a work visa, both currently and in the future.



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