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Client Success Coordinator

2 months ago

Provo, Utah, United States CRUCIAL LEARNING Full time

Client Success Coordinator Reports To:

Sales Support Lead Employment Type:
Full Time, FSLA Status: Non-Exempt, EEO Category: Administrative Support Workers

The Impact You Will Have:

The Client Success Coordinator is tasked with overseeing all post-sale client assistance to guarantee clients derive optimal benefits from Crucial Learning training solutions.

This role involves close collaboration with 2-3 Client Partners and their respective clients to address support-related inquiries, including billing and payment issues, account requirements, and more.

Additionally, the Coordinator will provide administrative assistance to the sales teams by processing sales orders and managing client classes, along with other administrative tasks as assigned by the Sales Support Lead.


What You'll Do:
Account Management
  • Process and monitor sales orders.
  • Guide clients through the contracting process, including generating quotes, securing client signatures, and managing purchase orders as necessary.
Client Support
  • Ensure clients enjoy a seamless experience with Crucial Learning by delivering efficient, professional, and precise resolutions to client inquiries.
  • Assist Client Partners with administrative tasks in the CRM System, including but not limited to data entry, customer follow-up, appointment scheduling, and other assignments.
  • Support and enroll clients in certification programs.
Process Design and Implementation
  • Identify opportunities for operational enhancements and develop solutions.
  • Tackle complex operational challenges.
What You'll Need:
  • Preferred: Bachelor's or associate degree - 2 years of relevant experience, with a background in customer service or sales support being advantageous.
  • Strong customer service experience with excellent oral and written communication skills.
  • Intermediate proficiency in Microsoft Office and exceptional phone etiquette required.
  • Experience with CRMs; familiarity with Salesforce is a plus.
  • A commitment to high performance with a focus on quality.
  • Willingness to attend in-person company events at least once a year.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
What You'll Get:
  • Access to comprehensive professional development programs.
  • A variety of benefits, including health benefits, life insurance, income protection, and a retirement savings plan with employer contributions to support your health and financial security today and in the future.
  • Access to health benefits and wellness programs for employees and their families.
  • The opportunity to... For full information, follow the application link.


Crucial Learning provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

In addition to federal law requirements, Crucial Learning complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company operates.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Crucial Learning expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

Improper interference with the ability of Crucial Learning's employees to perform their job duties may result in discipline up to and including discharge.

If you are vision-impaired or have some other disability under the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to applying for employment at Crucial Learning, please contact our Recruitment department at