Customer Success and Project Coordinator
Core
Connect institutional customers with internal delivery teams to ensure engagement clarity, pace, and care while building trusted relationships.
Role type
Customer Success and Project Coordinator
Builds
Customer engagement programs, project timelines, and delivery reports for institutional clients
Domain
B2B SaaS / Professional Services
Deliverable
client delivery
Required skills
Project management, stakeholder coordination, risk identification, meeting facilitation, cross-functional collaboration, upsell/cross-sell identification, strategic insight generation
Preferred skills
Organizational detail, proactive problem solving, adaptability to ambiguity, relationship building
Technologies
Jira
Responsibilities
Serve as primary point of contact for institutional customers during sales, onboarding, and delivery; manage project timelines and deliverable tracking; maintain Jira boards and RAID logs; facilitate stakeholder meetings and workshops; monitor engagement health and flag risks; identify upsell and expansion opportunities; prepare delivery reports and action trackers.
Seniority
Individual Contributor, early-stage role
