Client Coordinator

• 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

Explore Client Setup and Support Coordinator – Temp at CDP Community. Review requirements and application details.

Client Setup and Support Coordinator – Temp

• Review client support requests throughout the support ticket lifecycle
• Determine issues across multiple technical platforms, including RevolutionCRM
• Provide recommendations and solutions for prompt and thorough resolution
• Cultivate collaborative client relationships and manage client expectations
• Ensure adherence to Service Level Agreements (SLAs)
• Participate in weekly ticket prioritization and review meetings
• Document common support issues and resolutions in the company-wide knowledge base
• Research existing material and create cohesive, accessible documentation for clients and internal teams
• Participate in internal stakeholder and external client meetings
• Escalate potential issues in a timely manner
• Suggest and implement process improvements to enhance service efficiency
• Perform other duties assigned by the Manager and/or Director

Explore Client Solutions & Support Coordinator at CDP Community. Review requirements and application details.