Client Relations Coordinator
Company | Buyers Edge Platform |
---|---|
Location | Waltham, MA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior, Mid Level |
Requirements
- 1+ years of experience in a client-facing or operational coordination role
- Efficient, detail oriented, and well organized
- Strong time management skill set
- Excels in explaining complex information in ways that are easy to understand
- Excellent written and verbal communication skills
- Intermediate in CRM/Project Management & Microsoft tools (e.g., Salesforce, Teams Planner, Ansana & Gong)
Responsibilities
- Coordinate internal readiness for client needs and ensure the client management team is aligned and equipped for success
- Manage a low-touch account portfolio, delivering scalable communication, resources, and outreach to maintain high levels of client engagement and satisfaction
- Work on accounts to elevate their involvement within Buyers Edge platform and drive further engagement
- Assist in maintaining client-facing materials and resources such as SOPs, resource guides, sell sheets/one pagers, and business review & monthly call templates with the marketing team
- Track and organize key client information, including contract details, important changes, and account statuses within CRM and project management systems
- Monitor client activity and account health, flagging risks or engagement dips and escalating issues when needed by using AI software like Gong
- Schedule and coordinate internal meetings or briefings with relevant teams, ensuring that client context, goals, and priorities are clearly documented and shared
- Identify operational gaps or inefficiencies, and partner with internal teams to improve systems that support client success
Preferred Qualifications
-
No preferred qualifications provided.