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Client Success Coordinator Hybrid - US

Client Success Coordinator

Full Time • Hybrid - US
Job Overview:

The Client Success Coordinator is a key player in helping clients see the full value of partnering with Cortavo. In this behind-the-scenes, high-impact role, you’ll bring together the right data, insights, and materials that contribute directly to stronger relationships, higher satisfaction scores, and successful renewals.

You’ll work closely with our sales, service delivery, and engineering teams to build meaningful, high-value presentations—most notably our Executive Business Reviews. By aligning internal teams and client goals, you’ll help ensure our clients feel supported, informed, and confident in our partnership.

Your work will directly support the Account Management team, helping streamline communications, track key account milestones, and prepare polished materials that reflect the value we deliver every day. You'll also partner closely with the Retention Director, providing operational support that allows them to stay focused on strategy and long-term vision.
This is a great role for someone who’s detail-oriented, collaborative, and energized by making a behind-the-scenes difference in client success.

This role reports to the Retention Director.


Responsibilities:

  • Collaborate with Account Managers to prepare and build customized Executive Business Review (EBR) and Cortavo in Review (CIR) decks using internal data and client KPIs
  • Maintain a calendar of client touchpoints and track renewal timelines, review dates, and major milestones
  • Gather and organize client usage reports, satisfaction metrics, and support ticket summaries to support business reviews and Value Build docs used for renewals
  • Assist with documentation and coordination of CSAT feedback follow-ups and client improvement plans
  • Serve as a central point for gathering client feedback and internal insights to improve retention strategies
  • Assist with the implementation and management of our health scoring system once finalized
  • Support internal reporting needs by maintaining dashboards, trackers, and retention data
  • Develop and maintain Standard Operating Procedures (SOPs) to ensure consistency, efficiency, and scalability across client retention processes
  • Occasionally assist with client communication drafts, status updates, and scheduling
  • Identify opportunities for process improvement and contribute to the evolution of the retention program
  • Maintain updated knowledge of company sales offerings, products, and services

Required Skills & Qualifications

  • Bachelor’s degree, Business Administration, or related field
  • Minimum 2 years in a Customer Support, Account Coordination, or Operations Support Role
  • Experience with CRM tools (Salesforce)
  • Strong efficiency in PowerPoint/Google Slides and Excel/Google Sheets
  • Comfort working behind-the-scenes to support a team and meet deadlines
  • Strong written and verbal communication skills
  • Must have strong attention to detail
  • Excellent organizational, time management, and multitasking capabilities

Preferred Skills:
  • Familiarity with IT hardware, software, and managed services technology
  • Familiarity with tools and technologies that small businesses commonly use
  • Positive, proactive mindset with a willingness to learn and adapt in a fast paced environment

Estimated Usage of Time
50% - Documentation Buildout
50% - Administration

Work Environment
  • Sandy Springs, GA office as well as remote eligibility
  • Competitive salary, as well as employer, contributed health benefits
  • Unlimited paid time off
  • Company cell phone plan
  • A seat on an energetic team that collaborates and pushes each other to be better
  • A fast-paced but cooperative environment with endless potential for growth
  • Celebration events for team and Company successes throughout the year

Flexible work from home options available.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





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BENEFITS & PERKS AT A GLANCE

Offered to full time employees only

Employee Benefits
Cortavo recognizes that employees have diverse needs and that is why the Company is able to offer multiple and very comprehensive benefit plans to include, medical, dental, vision, FSA, Health Care & Dependent FSA, and Basic Life AD&D.
401(k)
Save for your retirement with pre-tax contributions with retirement plans offered through Transamerica. 
Short & Long Term Disability
The Company is pleased to offer both Short Term (Voluntary election) and Long Term Disability which is 50% company paid.
Unlimited Paid Time Off (PTO)
Cortavo understands the importance of work-life balance and recognizes employees have diverse needs for time off. The Company offers Unlimited Paid Time Off (PTO)  in lieu of personal days, floating holidays, and vacation days.
Fitness & Wellness Program
The Company offers a wellness plan that includes unlimited access to a personal trainer. The personal trainer will work to create customized exercise programs and provide dietary counsel to encourage a healthy lifestyle for all interested employees.
Cell Phone Plan
The Company offers service on the Company’s Verizon cell phone plan.  This benefit is limited to one per employee and participating employees must transfer their current number over to the Company plan. 
Student Debt Relief
The Company is excited to offer an annual $3,000 student loan payment for employees. The Company will mail a $3,000 check directly to each participating employee’s student loan company.
Child Care Expense Relief
The Company offers a $2,000 child care payment for employees.  The Company will submit a $2,000 payment directly to each participating employee’s child care provider.