Role OverviewMarket JD is looking for a highly organized Client Success Coordinator to support our Client Success Manager and help ensure that client commitments, requests, meetings, reporting, and internal follow-up are handled accurately and on time.
This role is primarily about execution and coordination. The Client Success Coordinator will help turn client conversations into organized action, make sure work is assigned and followed through, prepare the Client Success Manager for client meetings, and reduce the administrative burden associated with managing a large portfolio of law firm clients.
Core ResponsibilitiesClient Meeting Support• Prepare agendas and background information before client meetings.
• Review prior meeting notes, open tasks, recent communications, reporting, and outstanding issues.
• Make sure the Client Success Manager knows what decisions, questions, or unresolved items need to be addressed.
• Attend selected client meetings when appropriate.
• Take clear notes and identify decisions, commitments, requests, and next steps.
• Turn meeting action items into ClickUp tasks with an owner, priority, and due date.
• Send or prepare meeting recaps when needed.
• Follow up internally to make sure commitments made during meetings are completed.
Task and Project Coordination• Maintain visibility into outstanding client-related tasks.
• Monitor due dates and follow up with internal team members before items become overdue.
• Identify tasks that are stalled, unclear, or missing an owner.
• Make sure client requests are properly documented rather than remaining buried in email, Teams, meeting notes, or chat.
• Keep the Client Success Manager informed about items that require a decision or intervention.
• Escalate potential client-service issues before they become client problems.
Email and Communication Support• Monitor client communications and help identify messages requiring action.
• Draft routine follow-up emails for review.
• Collect informatio