The coordinator manages client engagements by overseeing onboarding, tracking deadlines, and ensuring tasks are completed efficiently. They act as a central point of contact to maintain CRM records, coordinate meetings, and escalate complex issues to the appropriate teams.
At PeoplePartners, great work starts with great people — and we’re proud to be a Great Place to Work® certified company.
We connect talented professionals with exciting opportunities supporting U.S.-based businesses, giving you the chance to build global experience without leaving home. You’ll join a people-first culture where growth is encouraged, contributions are valued, and there’s always something new to learn.
If you’re looking for a role where you can grow your career, work with international teams, and genuinely enjoy the people you work with, you’ll feel right at home here.
Role Overview
Some people see a list of outstanding items. You see a mission.
As our Client Success & Operations Coordinator, you’ll sit at the intersection of client success and operations, helping keep multiple client engagements moving from onboarding through ongoing delivery.
You’ll make sure clients know what happens next, documents don’t disappear into the abyss, deadlines stay visible, meetings happen when they should, and stalled tasks get the attention they need.
You won’t be expected to solve complex tax or technical questions. Knowing when to escalate and who to involve is part of doing this role brilliantly.
If closing loops, creating order, and giving clients confidence that everything is under control sounds satisfying, this could be your kind of role.
Key Responsibilities
Keep clients informed of next steps, meetings, deadlines, and outstanding requirements.
Follow up on missing documents, approvals, and action items.
Support new-client onboarding and internal hand offs.
Monitor client workflows, deadlines, dependencies, and outstanding tasks.
Maintain accurate CRM records, notes, and client information.
Coordinate meetings, reminders, and follow-up activities.
Identify stalled tasks, workflow bottlenecks, and potential delays.
Escalate technical or complex client matters to the appropriate team members.
Prepare correspondence, trackers, and client-facing documents.
Support operational and client reporting.
Maintain process and workflow documentation.
Coordinate across client-facing, operational, and technical teams.
Requirements
Required Qualifications:
2+ years of relevant professional experience in Client or Customer Success, Account Coordination, Operations, Client Services, Administration, Project Coordination, or a similar role.
Strong written and verbal communication skills.
Strong organizational and time-management skills.
Ability to manage multiple clients, deadlines, and priorities.
Strong attention to detail and follow-through.
Ability to work independently and take ownership of assigned responsibilities.
Comfortable communicating with clients via email, phone, and video calls.
Ability to maintain accurate records and handle confidential client information appropriately.
Preferred Qualifications:
Experience supporting a U.S.-based professional-services business.
Experience in tax, accounting, financial services, wealth management, legal, consulting, or advisory services.
Experience with CRM or workflow platforms such as Zoho, Salesforce, HubSpot, ClickUp, Monday.com, or Asana. Equivalent platforms are also relevant.
Familiarity with Microsoft 365, Google Workspace, document management, e-signature, and scheduling systems.
Why Join PeoplePartners?
A great role should give you more than a list of tasks. At PeoplePartners, you’ll have the opportunity to build international experience, develop your skills, and grow your career while being part of a genuinely people-first workplace.
As part of our Great Place to Work® certified culture, you can look forward to learning and development opportunities, team engagement activities, and a supportive environment where people are trusted to take ownership of their work.
You’ll also enjoy the advantages of a work-from-home setup, while gaining valuable exposure to a U.S.-based business and collaborating with professionals across different functions.
Most importantly, you’ll be doing work that matters: helping clients feel informed, keeping important processes moving, and making life easier for the teams around you.
If you’re reading this thinking, “Keeping all those moving pieces organized sounds weirdly satisfying,” we should probably talk. Apply today and show us how you make things happen.
Work Details
Employment Type: Full Time
Work Setup: Fully Remote
Schedule: Monday–Friday
Working Hours: Night Shift
Client: U.S.-based
Benefits
Permanent Work-from-home setup.
Night Shift Schedule.
Company-provided equipment.
Secondary Wi-Fi Modem.
21 Leave Credits Annually - Leave benefits begin on Day 1.
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
