Client Success Coordinator

We are Sourcepass, an IT consulting company (MSP) with a rich history of providing network support and innovative solutions since 2001. Our expertise spans IT services, cloud computing, and security, that tailor the right technologies to specific industries and business strategies. Sourcepass aims to be different. It is owned and operated by technology, security, and managed services experts who are passionate about delivering an IT experience that clients love.

Sourcepass has acquired and continues to acquire companies across all avenues of technology bringing more than 40 years of expertise to all of our service areas.

Today, Sourcepass comprises over six hundred employees serving more than two thousand clients across twenty unique vertical markets. And the best is yet to be.

Our achievements speak for themselves: named to the Inc. 2022 Best in Business list, honored with two 2023 Stevie® Awards, listed on CRN’s 2023 Solution Provider 500, and recognized in Gartner’s 2024 Magic Quadrant™. Most recently, we were awarded PAX8's 2024 Partner of the Year and designated as Microsoft CoPilot MVP. We take pride in these accolades and continue to push boundaries in the IT consulting industry.

Join us and be part of our journey toward even greater accomplishments.

POSITION SUMMARY

The Client Success Coordinator (CSC) is a member of the client success team, dedicated to assisting account managers with various administrative tasks. Their primary goal is to facilitate the success of client initiatives by providing exceptional support and coordination, this role will be internal facing. The schedule for this position is Monday through Friday 9am - 6pm EST.

RESPONSIBILITIES

• Meeting assistance: Document key points, decisions, and action items during meetings. Ensure clear communication of these details to all relevant parties.
• Agenda Preparation: Collaborate with account managers to prepare detailed agendas for client meetings, aligning with client goals and account strategies.
• Change Management Initiatives: Organize and tee up for the SA/CSM
• Gainsight Entry: Accurately input and manage client data within the Gainsight platform, tracking customer health and identifying opportunities for engagement.
• Ticket Submissions: Efficiently process and submit tickets related to client requests or Initiatives, coordinating with internal teams to ensure timely resolution.

DESIRED SKILLSET/EXPERIENCE 

• Proven experience in administrative support or customer service roles.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• Excellent communication skills, both written and verbal.
• Proficiency in CRM software, preferably Gainsight, and other relevant tools.
• Ability to work collaboratively with cross-functional teams to achieve customer success.

This is an independent contractor position