Customer Success Coordinator

Job Description

REQUIREMENTS

• Real world experience or related college degree required
• Two plus years of customer service or customer support experience
• AI fluency in Claude, Gemini, and the FMG Assistant as a core competency, with comfort using these tools in a production workflow
• Project management experience is a plus
• CRM experience, with HubSpot familiarity a plus
• Professional written and verbal communication skills, with the ability to stay calm, warm, and clear in client facing conversations
• An eye for design and the ability to give useful feedback on layout, content, and visual presentation
• Detail oriented, organized, and able to juggle multiple priorities with grace
• Self motivated and able to function both independently and within a team structure
• Strong time management and the ability to manage expectations, set schedules, and keep deliverables on track as agreed to
• Comfortable brainstorming and offering creative solutions to challenges big and small
• Quick on your feet and able to field questions and challenges as they happen
• Excellent follow up and follow through skills
• Experience with Apple Macs, Google Workspace, Slack, HubSpot, and other online tools is desired. The ability to quickly learn these and other tools is more important
• Must be available for virtual training
• Must be able to work a standard schedule during set business hours

RESPONSIBILITIES

• Lead clear and professional communication with advisor clients via phone, email, and video conference to collaborate on building their website
• Use Claude, Gemini, and our client’s Assistant as part of your daily workflow to accelerate client communication, project tracking, content review, and creative problem solving
• Build advisor websites using our client’s proprietary content management system (CMS), translating client direction into a polished, brand accurate site
• Log every client communication and project activity in HubSpot to maintain a complete record of the build
• Manage a concurrent workload of 30 plus active projects, keeping each one on schedule and within scope
• Set clear expectations with advisor clients throughout the setup process, keeping them on target and within the agreed timeframe
• Adapt your approach to a wide range of clients, from hands on subscribers to those who want more guidance and support
• Partner with Front End Developers, Copywriters, Designers, Fulfillment, and Onboarding to move builds forward and resolve blockers quickly
• Leverage our client’s full suite of tools, including HubSpot, Google Workspace (Gmail, Sheets, Docs, Meet), Slack, Figma, and our client’s CMS
• Participate in team meetings, project standups, design reviews, and ongoing training
• Stay current on AI tooling and FMG process improvements, proactively suggesting ways to streamline the build experience

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

#CrossChannelJobs #JobSearch
#CareerOpportunities #HiringNow
#Employment #JobOpenings
#JobSeekers
#FacebookLinkedIn