Client Success Coordinator

We are looking for a highly organized and client-focused Account Coordinator to join our Charity Team. you will serve as an operational backbone and frontline account support contact for our not for profit partners. Key Responsibilities

• Client Support & Customer Service:
  • Assist with account management not for profit assisting them in goal and objectives which includes, but not limited to, answering questions, resolving donor issues, and providing top-tier customer service.
  • Build and maintain strong, positive relationships with partners to ensure their ongoing success and satisfaction.

Project Management & Organization:

• Organize and track projects for specific accounts in a well-thought-out, structured manner to ensure timelines and deliverables stay on schedule.
• Manage client onboarding tasks and system operations, including generating and managing account login credentials for our reporting platforms.
• Ensure all client data and access points are accurate, secure, and functioning properly.
• Reporting & Analytics:
  • Collaborate with the Director of Charity Services. to build, format, and finalize monthly client performance decks.
  • Pull data from internal reports to create clear, visually appealing presentations that highlight key metrics for our clients.
• Team Collaboration:
  • Work in close collaboration with the charity and marketing teams to ensure all charity team initiatives are executed smoothly.
  • Assist the broader Charity Team with ad-hoc administrative and operational tasks as needed.
  • Others duties as assigned

Who You Are:

• Live in Rhode Island/MA able to be in office in Middletown, RI hybrid acceptable
• Detail-Oriented: You sweat the small stuff, ensuring logins are correct and performance decks are error-free.
• Client-Facing: You have excellent written and verbal communication skills and genuinely enjoy helping people solve problems.
• Tech-Savvy & Analytical: You are comfortable navigating reporting dashboards, managing credentials, and putting together presentation decks (PowerPoint, Google Slides, etc.).
• Team Player: You thrive in a collaborative environment and are excited to support our clients