Job Description
Job Description
Job Title: Client Success Coordinator
Reports To: Accounting Director
Status: Salaried; Regular
FLSA Class: Exempt
Job Summary
OPSPro specializes in providing small businesses and government contractors with compliance and operational support to include HR, Payroll, Accounting, Contracting, and IT.
The Client Success Coordinator (CSC) is a newly proposed role designed to enhance client management and operational efficiency. The CSC will serve as a central point of contact for clients, streamline internal processes, and ensure seamless client experience from onboarding through ongoing relationship management. Additionally, the CSC provides high-level administrative support to executives and directors by handling a wide range of business development tasks that require discretion, initiative, and judgment. This role ensures the smooth operation of these teams and supports strategic priorities through effective organization and communication.
Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
- Work closely with clients, Client Services, and Operations teams to ensure efficient handoffs and process flow.
- Centralize and manage sales tracking and potential client workflows using tools like Bigin and SharePoint.
- Coordinate contract execution and track modifications (MODs) to ensure compliance and accuracy client status updates and cross-selling opportunities using client and engagement metrics.
- Guide new clients through the onboarding process, including introductions to the team, distributing welcome packages, onboarding checklists, and scheduling initial meetings.
- Serve as the primary point of contact for clients throughout their relationship with OPSPro.
- Report on client health and success metrics and facilitate customer service surveys.
- Develop and maintain client services processes, including sales, new client onboarding/offboarding, contracting, and MODs.
- Coordinate, set up and maintain the Client Book and Bigin/Zoho contacts for marketing campaigns.
- Plan, coordinate, and execute business development conference logistics including registration and travel and identify new conference opportunities.
- Manage complex calendars, schedule meetings and coordinate travel arrangements.
- Prepare agendas, presentations, and reports.
- Assist with special projects, research, and data analysis as requested.
- Prepare expense reports and other executive administrative duties.
- Support the CEO in managing and coordinating business development activities and calendar management.