Client Services Coordinator

3 days ago

Seattle, Washington, United States Read AI Full time
About the Role

We are seeking a highly motivated Client Services Coordinator to join our Customer Success team at Read AI. The successful candidate will have 2-4 years of experience in account management, client services, or a similar role, preferably in the tech industry.

This role requires excellent communication skills, attention to detail, and a proactive approach to problem-solving. The ideal candidate will be proficient in CRM software (e.g., Salesforce, HubSpot) and MS Office Suite, with a strong understanding of the tech industry and relevant market trends.

Key Responsibilities:

  • Client Support: Serve as a primary point of contact for clients, addressing inquiries and resolving issues in a timely and professional manner via Zendesk and email.
  • Project Coordination: Support the planning and execution of client projects, ensuring they are delivered on time and within scope.
  • Communication: Facilitate clear and consistent communication between clients and internal teams, ensuring all parties are informed and aligned.
  • Account Management: Day-to-day management of client accounts, including setting up and leading client meetings, preparing reports, and tracking project milestones.
  • Task Ownership: Take ownership of tasks and internal projects to ensure they are completed to the highest standard.
  • Documentation: Maintain accurate records of client interactions, project progress, and deliverables. Update CRM systems with relevant information.
  • Reporting: Prepare regular status reports and presentations for clients and internal stakeholders, highlighting key metrics and insights.
  • Market Research: Conduct market research to identify trends, competitor activities, and opportunities to enhance client offerings.
  • User Interaction: Educate users on how to effectively use Read AI, troubleshoot issues, and provide comprehensive support.
  • Process Improvement: Identify and recommend improvements to account management processes and workflows to enhance efficiency and client satisfaction.

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