Client Setup and Support Coordinator – Temp

CDP Community

. Build and maintain a positive client experience throughout the support ticket lifecycle through timely communication and proactive follow-up .

Posted 10/8/2026full-timeRemote • Massachusetts • United StatesMid-LevelSenior💰 $21 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and support skills while effectively managing client relationships and expectations. Proficient in Salesforce and Revolution CRM for user management and documentation, with a focus on process improvement and security compliance.

Highest-signal resume keywords

Salesforce ManagementRevolution CRM ManagementCustomer Service SkillsTechnical TroubleshootingClear Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

User SetupData ManagementDocumentation CreationProcess ImprovementIssue Escalation

Soft Skills

Interpersonal SkillsAdaptabilityCollaborationProblem-SolvingProfessional Demeanor

Certifications & Qualifications

Associate's Degree

Industry Keywords

Service Level AgreementsClient ExperienceKnowledge BaseSecurity ComplianceCross-Functional Teams

About the role

Key responsibilities & impact

Build and maintain a positive client experience throughout the support ticket lifecycle through timely communication and proactive follow-up
Cultivate collaborative client relationships, manage client expectations, and ensure adherence to support-ticket Service Level Agreements
Handle user setup and deactivation accurately across Revolution CRM and Salesforce
Create, update, and maintain contact records in Salesforce and user records in Revolution CRM
Contribute to the company-wide knowledge base by creating cohesive, accessible documentation for clients and internal teams
Flag recurring issues, data inconsistencies, and process gaps for follow-up
Ensure clear, timely handoffs to internal teams involved in user setup processes
Work with business teams and outside partners to improve CRM processes and ensure security compliance
Escalate potential issues promptly and suggest and implement process improvements
Perform other duties assigned by the Manager and/or Director

Requirements

What you’ll need

Excellent customer service and support skills
Clear and professional communication with clients and internal partners, including under pressure or in quickly evolving situations
Flexibility and adaptability to changing priorities and projects
Ability to independently and collaboratively tackle general issues, identify effective solutions, and provide feedback on business requirements
Strong technical troubleshooting skills and ability to explain and resolve client issues
Highly developed interpersonal skills; friendly, upbeat attitude and professional demeanor
Excellent verbal and written communication skills to translate technical concepts to non-technical audiences
Proven success in dynamic, fast-paced environments, managing multiple tasks and collaborating with cross-functional teams
Associate's Degree or equivalent work experience preferred
Commitment to inclusion, collaboration, process orientation, learning, and working in a fast-paced, changing environment

Benefits

Comp & perks

Temporary role may lead to a permanent position based on business needs and performance
Professional development support
Reasonable accommodations for applicants with a disability
Equal employment opportunity workplace