Client Success Coordinator

Job Description

A fast-growing firm in the capital raising space is seeking a highly organized and detail-oriented Client Success Coordinator to manage inbound lead flow and ensure a seamless scheduling process. This is a critical, process-driven role focused on keeping the company’s pipeline moving efficiently. Ideal for someone who thrives in a structured environment and enjoys being the backbone of operations.

Responsibilities:

• Manage all inbound leads and schedule appointments for the sales team
• Confirm meetings and proactively follow up with prospects
• Reschedule no-shows and maintain a full, optimized calendar
• Track and update lead status in CRM systems
• Handle administrative follow-up and client communications
• Ensure a smooth handoff between marketing and sales
• Maintain organization across scheduling, reporting, and internal systems

Requirements:

• Strong organizational and time management skills
• Excellent communication and follow-up ability
• Comfortable working in a fast-paced, process-driven environment
• Experience with scheduling, admin work, or customer support preferred
• Familiarity with CRM systems is a plus
• Professional, detail-oriented, and reliable