Client Success Coordinator

Posted 14 Days Ago
Be an Early Applicant
Richmond, CA
Entry level
Edtech • Information Technology • Consulting
The Role
The Client Success Coordinator will support and enhance the onboarding process for clients in the education technology sector, manage client engagements, capture detailed notes during meetings, and ensure that technical support and data requirements are monitored and communicated. This role is crucial in fostering client relationships and facilitating their success with the MARKETview platform.
Summary Generated by Built In

We are seeking bright, motivated, and results-driven individuals to join our client success team. This individual will be a critical contributor to a fast-growing, early-stage, education technology business and will have the unique benefit of working directly with our clients.


Key Responsibilities:

· Collaborate with client success leadership and data analysts to support our college and university partners through a value-driven, goal-focused lens 

· Shepherd new clients through the Onboarding process by keeping track of internal action steps, coordinating data needs, and scheduling key meetings

· Support client success leadership with proactive call and meeting preparation 

· Manage a complex schedule of client meetings, ensuring regular calls are on the calendar, logged accordingly, and with high attention to detail 

· Maintain accurate client contact and account information in internal systems, such as HubSpot and Monday.com 

· Participate in client calls and meetings to capture detailed notes and ensure next steps are documented and fulfilled

· Encourage client usage of the MARKETview platform and drive client participation in events, meetings and other engagement opportunities

· Assist with logging, monitoring, and communicating the status of client technical support and data needs

· Supporting the broader client success team with internal initiatives and projects as needed while we grow and evolve 

Minimum Requirements:

· Bachelor’s degree

· 0-3 years of experience (entry-level position)

· A passion for serving clients/customers and helping others achieve their goals 

· Highly organized and keen attention to detail

· Positive and motivated attitude

· Impressive and professional written and oral communication skills

· Comfortable with data, technology, and learning new systems (and/or strong willingness to learn) 

· Experience with Microsoft Office programs including Word, Excel and PowerPoint

Preferred Experience : 

· Previous client success / customer service experience

· Experience working with a CRM system (Hubspot, Salesforce, etc.) 

· Experience with project organization and tracking (or similar skill) 


    Why MARKETview Education Partners?

    The MARKETview team is united by a common passion to increase higher education access while improving the performance of colleges and universities and the educational outcomes for students and families. This is the spirit that drives every client partner relationship, as we serve the mission of each with an unwavering commitment to their goals and success. We are looking for equally passionate team members with a similar disposition and willingness to put the success of others – partners and teammates – before their own. If this is you, you’ll fit right in.

    Job Type: Full-time, on-site

    Location: Richmond, VA

    Equal Opportunity:

    MARKETview is an equal opportunity employer. We are committed to building a diverse and inclusive environment for our employees and do not discriminate based on any status protected under federal, state, or local law.

    --

    Qualified candidates must be legally authorized to work in the United States without employer sponsorship for a work visa, both currently and in the future.

    Top Skills

    Hubspot
    MS Office
    Monday.Com
    Salesforce
    The Company
    Richmond, , Virginia
    60 Employees
    On-site Workplace
    Year Founded: 2018

    What We Do

    About MARKETview Education Partners
    MARKETview is centered on developing a deep understanding of the specific goals of our partner institutions and identifying the elements critical to their success. Using higher education’s only aggregated and real-time student data set, we provide unmatched market intelligence and earlier insight into the students our partners seek to enroll so they can make better, more informed decisions faster.

    Our Mission and Values 
    The MARKETview mission is to optimize higher education access and maximize outcomes for students and families. By using a proprietary combination of data, context, and expertise we serve each college and university partner with an unwavering commitment to their goals and success. 

    In pursuit of this, we embrace the following ideals:

    Partners First: Deliver high-quality service and a positive return on investment.
    Trust: Build long-term relationships and deliver continuous value.
    Lifelong Learning : Continue to learn and evolve with the industry.
    Informed Action : Use data to improve outcomes for students, families, colleges, and universities. 

    The MARKETview Platform 
    MARKETview is a comparative analytics software platform that provides higher ed leaders with data that is updated and delivered daily, organized at the student-record level and standardized across schools. By harnessing tens of millions of student records and augmenting them with household consumer data our partners can now know more about their students than ever before.  

    Who We Serve 
    We take great pride in supporting a variety of traditional four-year, nonprofit institutions of higher education across the United States

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