Client Success Coordinator, Wiland, Niwot, Co.
On-siteNiwot, Colorado, United States
Job Summary
Manage client relationships and act as a liaison across internal departments to keep solutions moving through the system. Create and manage model development schedules, process orders from receipt to shipment, and coordinate report packages for client meetings. Serve as the primary contact for data file requests, initiate back tests and reports, and assist with new client set-up including FTP configuration. Document all communications in Salesforce, resolve escalated service requests, and participate in client kick-off calls to acquire necessary data. Support Client Success Directors remotely or while traveling, ensuring timely delivery of Wiland solutions while maintaining accuracy across multiple concurrent tasks.
Required Qualifications
- Bachelor's degree or equivalent work experience
- Must be able to produce college transcripts showing minimum 3.0 GPA if applicable
- Minimum 2+ years' experience with Microsoft software products and research capabilities on the Internet
- In-depth Excel skills
- pivot table skills
- v-lookup skill
- Excellent written and verbal communication skills
- Excellent problem-solving skills and ability to take initiative
- Exemplary teamwork skills
- little direct supervision
- Knowledge and experience using customer service management software
- Skilled at management of large volumes of daily email using Microsoft Outlook
- Must be a US citizen or authorized to work in the United States
Desired Qualifications
- Experience in the Marketing and Digital industry
- Positive client service experience
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