Client Coordinator

Job Title: Customer Success Coordinator

Company: CD Business Solutions

About CD Business Solutions:

CD Business Solutions is a leading digital agency and certified Wix Legend Partner. We specialize in website development, digital marketing, e-commerce, SEO, and business consultancy services. With a growing team of 40+ professionals, we serve clients globally, offering end-to-end digital solutions with excellence and care.

Role Summary:

We are seeking a Customer Success Coordinator who can actively manage client communication, coordinate marketing efforts [including WhatsApp API and social media], maintain structured documentation (especially in Excel , google drive & saas tools], and oversee the smooth execution of web and digital projects. This role demands precision, proactive communication, and a process-driven mindset.

Key Responsibilities:

Client Handling & Communication

• Act as the main point of contact for assigned clients after onboarding.

• Create and manage WhatsApp groups and Google Drive folders for project communication and sharing assets.

• Understand client needs, convey them clearly to internal teams[developer, designer and technical team], and ensure expectations are met throughout the project.
• Gather project, technical, and design requirements from clients, ensure timely approvals, and maintain version control.

• Provide regular updates to clients, gather feedback, and resolve queries promptly.
• Manage Customer Relationship

Project Coordination

• Coordinate task flow between design, development, content, and technical teams.

• Track progress of deliverables, follow up on pending items, and ensure deadlines are met.

• Maintain internal task logs and project progress sheets using Excel or Google Sheets.

• Help prepare project estimates, delivery schedules, and update sheets with timelines and statuses.
• Collect review from client

Marketing Coordination [Social Media + WhatsApp API+Google ads+Meta ads]

• Coordinate with the marketing team for planning and execution of Marketing campaigns.
• Retargeting of existing customers through CRM and excel sheets.

• Manage scheduling and asset tracking for social capital building in every 15 days.[Instagram, Facebook, LinkedIn, etc.].

• Assist with WhatsApp API message workflows, client notifications, and automated campaign triggers.
• Send performance snapshots and engagement reports weekly or as needed.

Documentation & Reporting [Strong Excel & google drive Focus]

• Maintain accurate project documentation:

• Client onboarding records

• Task breakdowns

• Payment & invoice tracking

• Content & asset checklists

• Prepare Excel/Google Sheet-based trackers for deliverables, internal responsibilities, and deadline management.

• Document and archive all records neatly in Google Drive with clear structure and naming conventions.

• Prepare periodic client summary reports and internal status updates.

Required Skills & Qualifications:

• 1+ year experience in client coordination, project handling, or admin support (preferably in a digital or creative agency).

• Excellent communication skills in English (written and verbal).

• Strong command over Microsoft Excel and Google Sheets (functions, formatting, and filters).

• Good understanding of how social media platforms and WhatsApp Business tools work in marketing.

• Ability to multitask, manage follow-ups, and work with cross-functional teams.

• High attention to detail and strong organizational skills.
• AI
• Self learning ability to learn topics individually
• Expertise in working with team members

Bonus Points (Preferred but not mandatory):

• Familiarity with platforms like Wix, Shopify, or WordPress.

• Previous experience in digital campaign or website project coordination.

• Basic understanding of social media analytics or ad campaign performance reports.

Why Join CD Business Solutions?

• Work with a passionate and supportive team across international projects.

• Learn end-to-end project flow from sales to delivery to post-launch support.

• Grow in a flexible environment where your contributions are valued.

• Real opportunity to scale into senior roles in operations, marketing, or account management.

Job Type: Full-time

Pay: ₹10,000.00 - ₹20,000.00 per month

Work Location: In person