The Sage Group

Client Operations Coordinator

The Sage Group United States

Customer Success Representative / Client Operations Coordinator


Work Location: Salt Lake City, Utah (3 Days in office) or Remote (mid-west or southwest region preferred)

Compensation: $65k/year


About Us:

The Sage Group’s client is a dynamic and innovative performance management software company, dedicated to help investment firms optimize their talent strategies. We build tailored software solutions that empower businesses to unlock the full potential of their employees, drive growth, and achieve their strategic goals. We deliver white-glove customer support and deep subject matter expertise.


Role Mission and Outcomes:

  • The mission of this role is to deliver exceptional customer experiences through the consistent delivery of high-quality talent management software on time and at scale.
  • Deliver 100% on-time and QA approved client “test drives” and “launches”
  • Client Success measure through NPS score and Client Retention


Summary:

This position will manage clients through the full implementation cycle of our performance management software through a proactive and consultative approach. As part of the operations team, our goal is to scale our SaaS solutions, provide white glove service, and ensure operational excellence to meet our ambitious growth targets. A metrics and outcomes driven mindset is essential as measurements include weekly scorecards, NPS score, and client health dashboard. The ideal candidate will demonstrate the following values: Driven, Trustworthy, Growth Mindset, Solutions Oriented, and Customer Centered.


Responsibilities

  • You will work closely with implementation development, QA, sales, and marketing to ensure a seamless client experience once the contract has been closed to provide long-term success and client retention.
  • Proactively own the client experience using the proven process map and proactive customer outreach workflow.
  • Oversee parallel cycle projects ensuring timely delivery to meet deadlines.
  • Create tickets with implementation development in Jira/Wrike.
  • Consult with clients to capture requirements and build out project plans.
  • Respond to client inquiries via Front, phone, email, and live chat in a timely and professional manner.
  • Host and take ownership of client meeting agendas, action items and key milestones.
  • Platform administration and configuration.
  • Wrote client documentation, draft up client setups, conduct kickoffs, and status updates.
  • Provide backup support to your peers when necessary.


What we are looking for:

  • Previous 2-5yrs experience at a fast-paced Tech software start-up as an Ops coordinator, Client/Customer Success Rep, Client Implementation Project Manager, or equivalent.
  • Excellent verbal and written communication skills.
  • Strong organizational and time-management abilities.
  • Project management principles and basic understanding of Scrum or other Agile methodologies.
  • Proficiency in Microsoft Office, Front, Jira, Wrike, Google Workspace.
  • Team Player and Consulting Partner to our clients.
  • Bachelor's degree or equivalent.

  • Seniority level

    Associate
  • Employment type

    Full-time
  • Job function

    Marketing
  • Industries

    Marketing Services and Human Resources Services

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