Customer Success Coordinator - Jupiter, United States - SoftwareIDM Inc.

Description

Overview:

We are seeking a dynamic and detail-oriented Customer Success Coordinator to join our team. This position is fully onsite in our Jupiter, FL office. SoftwareIDM creates innovative software to address the challenges faced by corporations in planning, developing, and deploying identity management automation. Our customers are typically organizations with 10,000 identities or more in all areas of business including: real estate, fast food, transport, finance, health, defense and aerospace, manufacturing, banking, insurance, education, and more.

Responsibilities:

• Customer Onboarding: Facilitate smooth onboarding processes for new customers, ensuring they receive necessary information and support to begin using our products or services effectively.
• Gather Customer Training Event Attendance Requirements: Coordinate with the training team to gather attendee requirements for customer training events, ensuring proper logistics and resources are in place.
• Schedule Training and Events: Coordinate the scheduling of domestic and international training sessions and events for customers, ensuring they align with customer needs and organizational goals.
• Plan and Book Travel: Manage domestic and international travel arrangements for team members attending events, conferences, or meetings, ensuring cost-effectiveness and adherence to company policies.
• Manage Expenses: Track and manage expenses related to customer events, training sessions, and marketing initiatives, ensuring adherence to budgetary guidelines.
• Prepare Customer Communications and Announcements: Craft and distribute communications and announcements to customers, including statements, transcripts, and other relevant updates.
• Maintain Customer Relationship Database
• Maintain Delegate Database and Transcripts
• Create and edit course and event announcement documents from templates.
• Travel domestically and internationally, to facilitate and support customer events.

Qualifications:

• Bachelor's degree in related field.
• Proven experience with customer experience/engagement coordination.
• Proficiency in digital tools and platforms.
• Analytical mindset with the ability to interpret data and make informed decisions.
• Experience in event management, announcements, travel, planning, and coordination.
• Experience maintaining detailed customer information and inputting into database.
• Experience with customer relationship management (CRM) software.
• Travel often domestically and internationally, to facilitate and support customer events.

Key Attributes:

• Detail-oriented: Ability to manage multiple tasks and ensure accuracy in all communications and processes.
• Collaborative: Willingness to work closely with cross-functional teams to achieve shared objectives.
• Proactive: Anticipate needs and take initiative to address them before they become problems.
• Customer-focused: Dedication to providing exceptional service and support to customers throughout their journey.