Role Overview

Market 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 information from SEO, PPC, development, design, reporting, and other departments needed to respond to clients.
- Follow up internally on unanswered client questions.
- Organize communications so the Client Success Manager can focus on substantive client conversations rather than tracking down information.

Reporting and Meeting Preparation
- Coordinate preparation of recurring client reports.
- Review reports before meetings for obvious missing information, inconsistencies, or unresolved questions.
- Pull together relevant performance information from the appropriate team members and systems.
- Maintain a running list of important client goals, priorities, concerns, and commitments.
- Help identify significant changes in performance that should be discussed with the client.

Internal Coordination
- Serve as an operational link between Client Success and Market JD’s service teams.
- Confirm that client requests have been routed to the correct person.
- Follow up with team members regarding deliverables and deadlines.
- Make sure decisions made in client meetings reach the people responsible for implementation.
- Help maintain accurate client information across ClickUp, HubSpot, and other internal systems.

Client Onboarding and Changes
- Coordinate administrative elements of new-client onboarding.
- Track access, credentials, integrations, questionnaires, approvals, and other dependencies.
- Coordinate launches of new services, campaigns, websites, or projects.




- Maintain checklists so required onboarding steps are completed.
- Help coordinate service changes, additions, pauses, and cancellations.

What Success Looks Like The person in this role should make it possible for the Client Success Manager to spend materially more time talking with clients, analyzing their needs, identifying opportunities, and managing relationships.

Success would mean

- Client requests rarely fall through the cracks.
- Every meaningful commitment has an owner and due date.
- Client meetings are well prepared.
- Meeting follow-up happens consistently.
- The Client Success Manager spends less time chasing internal team members.
- Clients receive faster answers.
- Open issues are identified before the client has to ask about them.
- ClickUp accurately reflects outstanding client work.
- The Client Success function can support additional clients without a corresponding increase in administrative burden.

Adecuado Candidate The right person will be exceptionally organized, persistent, comfortable following up with people, and able to manage a large number of small commitments without losing track of them.

They should be

- Highly organized and detail-oriented.
- Strong at written communication.
- Comfortable managing deadlines and holding people accountable.
- Able to distinguish between something they can handle and something that requires escalation.
- Comfortable working with multiple departments simultaneously.
- Able to understand digital marketing concepts without needing to be the strategist.
- Proactive rather than waiting to be told what to follow up on.
- Comfortable learning systems such as ClickUp, HubSpot, Teams, call tracking platforms, and marketing reporting tools.

Experience in an agency, professional-services firm, account-management organization, project-management role, or client-service environment would be particularly valuable.

📌 Customer Success Coordinator (Colombia)
🏢 Market JD
📍 Colombia