Client Success Coordinator

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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 awared 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 on the Client Strategy Team and acts as the clients’ advocate within Sourcepass. The CSC will work closely with other Sourcepass teams to quarterback client requests, manage client relationships, and help facilitate an experience that clients love.  

RESPONSIBILITIES

Schedule, conduct, and participate in Client Touch Base Meetings
Prepare and deliver Client Business Reviews
Perform initial data collection to prepare for Strategic Technology Assessments.
Publish meeting notes for Client Touch Base Meetings, Business Reviews, and Strategic Technology Assessments
Develop strong relationship with key client contacts
Assist with client interaction and facilitating value-add experiences
Collaborate with other Sourcepass functions to resolve client strategy inquiries
Perform documentation updates within internal Sourcepass business systems
Raise red flags with regards to at risk clients

DESIRED SKILLSET/EXPERIENCE 

3+ years of work experience, working within a technology services business or as part of an internal IT department, preferably an MSP.
IT Knowledge (knowledge of firewalls, switches, servers, wireless access points, Azure, etc)
Strong Communication Skills– The CSC will act as a liaison between Sourcepass and their assigned clients. They will also coordinate with internal Sourcepass teams to facilitate client requests when serving as an escalation point. The CSC must have excellent written and verbal communication skills.
Relationship Management – The CSC will monitor and manage client satisfaction; along with being responsible for building and maintaining a strong relationship. The CSC will raise red flags with regards to at risk clients.
Time Management – The CSC will manage, prioritize and execute assigned client success tasks, initiatives, and tickets. The CSC will also be responsible for tracking their time.
Professional and Service Oriented – The CSC will serve as a primary point of contact and an advocate for the client.