Customer Success Administrator - West Coast

Keystone Partners • Full-time • Remote (United States) • 19h ago

Remote, US

Requisition ID: 1052

Keystone Partners has been helping individuals, teams and companies of all sizes, across a broad range of industries, navigate career changes and leadership transformations for over 40 years. We are unique in the way we handle the special challenges and opportunities presented throughout the career lifecycle. We offer consistent, resilience-minded solutions for the most complex of career management challenges, including: career transition (outplacement) services, leadership development, executive coaching, team and team leader coaching, succession planning, career planning, customized training, meeting facilitation, executive assimilation, performance management and retirement planning. We’re cultivating an environment where resilience thrives, empathy guides us, and flexibility leads to innovative solutions.

The Customer Success Administrator position is an entry-level role with a defined Customer Success career path. The CS Administrator role is part of an exciting and growing national team, supporting the delivery of US and international career transition and leadership development engagements. The role requires daily coordination and partnership with assigned members of the Customer Success Team to help support the timely oversight of the sales pipeline, as well as the coordination and deployment of partners, consultants, coaches, and staff resources, concluding with customer invoicing.

Keystone Partners is driven to exceed customer expectations through the application of our three core values: being a Trusted Advisor and Responsive Partner while exhibiting Understanding. Customer Success plays a key role in putting these values into action.

This is an entry level position where the keys to success will be; team-player attitude, outstanding communication skills, a bias towards action and a natural desire to drive results and win as a team. Industry-related experience is great, but if you possess these characteristics, we will provide you the necessary training.

Responsibilities

Support activities associated with Customer programs and initiatives, such as:
Coordinating logistics for customer meetings
Communicating and providing updates to internal and external stakeholders
Participating in the preparation of presentations and reports, etc.
Initiate and validate outgoing Customer materials including invoices, Statements of Work, onsite materials, etc. confirming the accuracy of engagement details such as billing contacts, purchase order numbers, payment terms, fees, etc.
Generate Customer reporting on a consistent and timely manner.
Monitor and respond to client emails .
Salesforce administration including but not limited to client list uploads, and monitoring for data integrity.

Experience

1-2 years of experience in a professional environment.
Must reside on the West Coast of the United States.
Excellent written and verbal communication skills and ability to build strong working relationships.
Detail oriented with the ability to manage multiple concurrent assignments.
Highly organized and efficient; excellent time management skills.
High level of follow through with the needed level of communication on progress.
Willingness to learn on the job.
Advanced knowledge and skills with PowerPoint, Word, Excel.
Knowledge of Salesforce, preferred but not required.

Education

High School diploma / GED or equivalent.

Benefits and Diversity Statement

Keystone Partners offers a dynamic, supportive and upbeat environment designed to advance the success of our clients and our employees. We offer a competitive compensation and benefits package to help nurture the well-being of our employees.

Benefits include: Medical insurance with partially funded employer HRA, dental, vision, HSA, life insurance, 401k plan with employer matching annual discretionary bonuses, transit/parking pre-tax program, generous paid time off, including 14 paid holidays and a strong commitment to employee professional development.

At Keystone Partners, we dedicate ourselves to making continued advances in building a diverse team and an inclusive environment that supports a global customer base. We do not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, pregnancy, genetic information, marital status, sexual orientation, military or veteran status.