Account Management, Coordinator

Job Purpose:

The Client Success Coordinator supports the Account Management organization by managing internal processes that enable the delivery of a consistent and high-quality client experience. This role plays a key part in ensuring operational efficiency across the client lifecycle by coordinating tasks, maintaining accurate system records, and supporting cross-functional execution.

This is a detail-oriented role focused on administrative operations, data management, and internal enablement. The Coordinator works to ensure internal readiness and execution by keeping internal workflows running smoothly and aligned with company standards.

Job Responsibilities:

The essential functions include, but are not limited to the following:

Internal Operations & Support

• Support the execution of lifecycle processes by tracking milestones, updating internal systems, and flagging gaps or delays.
• Assist with preparation and follow-up for client-facing activities (e.g., onboarding steps, renewal checklists, adoption milestones) for us by Account Managers.
• Maintain and audit internal trackers, dashboards, and databases to ensure accuracy and completeness of client records.
• Update and manage account data, contacts, and lifecycle status in

  Salesforce

  and related platforms (e.g., CPQ, Planhat, Zendesk).

Cross-Functional Coordination

• Work closely with internal teams (Sales, Product, Renewals, Support) to coordinate documentation, contract details, handoffs, and status updates.
• Support operational reporting by compiling data or building summary views for team and leadership use.
• Manage scheduling and internal preparation materials for client-related meetings, including document assembly and CRM data snapshots.

Client-Facing Team Enablement

• Prepare internal teams for client meetings by gathering data on platform usage, product adoption, renewal dates, and engagement history.
• Create presentation decks or client-facing slide materials for use in business reviews, check-ins, and engagement discussions.
• Analyze client performance metrics to highlight trends, risks, or opportunities to support strategic discussions.
• Organize briefing documents that summarize key client information, goals, and current status for internal alignment ahead of meetings.

Process & Documentation Management

• Maintain internal knowledge bases, process documentation, and standardized templates to ensure consistency in execution.
• Assist in the development and upkeep of scalable workflows for repeatable client lifecycle tasks.

Job Requirements:

• Bachelors degree in Business, Hospitality, Operations, or a related field, or equivalent work experience.
• 2 years of experience in a coordinator, project support, or operations rolepreferably in SaaS, hospitality, or a client experience-focused environment.
• Familiarity with working in a process-driven environment, particularly supporting customer success, renewals, or client operations teams.
• High attention to detail and excellent organizational skills.
• Ability to manage multiple projects and timelines with accuracy.
• Strong internal communication and collaboration skills; comfort working cross-functionally.
• Comfortable working behind the scenes to support internal execution.
• Proficiency in Salesforce; experience with CPQ, Planhat, or Zendesk is preferred.
• Strong skills in Microsoft Office Suite (especially Excel, Outlook, PowerPoint, and Teams).
• Ability to learn and use new systems quickly.
• This is an internally focused role that ensures the operational success of client-facing teams.
• Opportunities exist to grow into client success, operations, or systems/process roles over time.
• Some virtual collaboration across global time zones may be required.

Work Timings:

Monday through Friday from 1PM to 10PM to provide healthy overlap between India team and US team and supporting both to ensure adequate collaboration. This role will be working in Hybrid Mode and will require at least 2 days’ work from office at Gurugram. Occasional evening and weekend work may be expected in case of job-related emergencies or client needs.