Remote
Job Description
As a key operational partner to our Sales and Customer Success teams, the Customer Success Coordinator helps coordinate client documentation, manage CRM updates, track meetings and action items, and support logistics for both internal and external client activities. Because we are a lean, fast-growing company, this role works cross-functionally and has visibility into the entire customer lifecycle. This is an excellent entry point for someone who wants to build deep customer knowledge and eventually grow into a Customer Success Manager role.
Duties & Responsibilities
Requirements
Customer Lifecycle Documentation & Operational Support
- Maintain accurate and complete records in the CRM, including opportunities, contacts, activities, meeting notes, and client status updates.
- Support the documentation and coordination of materials across the customer lifecycle, including sales marketing materials, client overviews in Confluence, contracts, onboarding requirements, and account updates.
- Ensure action items, next steps, and follow-ups from sales calls, QBR’s and client meetings are captured and tracked.
- Assist with reporting and dashboards to improve visibility into pipeline, onboarding, account health, and overall team performance.
Sales & Customer Success Team Coordination
- Coordinate calendars and logistics across Sales and Customer Success, including recurring team meetings and external client calls.
- Prepare meeting agendas, take clear notes, and track action items for client-related meetings.
- Serve as the operational connector across both teams, supporting timely handoffs between Sales ? Customer Success ? Support.
- Coordinate communication across internal teams (Product, Engineering, Operations, Marketing) when documentation or client information is needed.
Conference, Events & Logistics Support
- Partner with Executive Assistants to coordinate registrations, travel logistics, and schedules for sales conferences, industry events, or client offsites.
- Assist with on-site coordination when applicable.
- Manage follow-up documentation after events and scheduling next steps in the CRM.
Administrative & Back-Office Support
- Monitor shared inboxes and route inquiries to the appropriate team members.
- Maintain documentation libraries in Confluence, templates, and organizational resources.
- Support process improvements by identifying gaps in documentation, workflows, or CRM usage and recommending optimizations.
- Help build scalable systems and SOPs as the organization grows.
Requirements & Physical Demands
Qualifications
- 2–5 years of experience in sales support, customer success support, administrative operations, or a related role.
- Experience in Title Insurance, Real Estate or Lending a plus.
- Hands-on experience with CRM systems
- Strong organizational skills with the ability to manage multiple priorities, deadlines, and cross-functional requests.
- Excellent written and verbal communication skills.
- High attention to detail, especially in documentation, data entry, and customer records.
- Comfortable working in a fast-paced, evolving startup environment with ambiguity.
- Proactive, resourceful, and able to take initiative without heavy direction.
- Strong interest in building a career in Customer Success, Account Management, or client-facing operations.
Professional Skills:
- Strong problem-solving abilities and eagerness to learn from mentors and teammates.
- Clear communication skills, especially in a remote-first environment.
- Highly organized and able to manage time, tasks, and priorities in a fast-paced setting.
- Collaborative mindset with a willingness to ask questions, learn new technologies, and share knowledge.
Physical Demands:
- Ability to safely and successfully perform the essential functions consistent with the ADA, FMLA and other federal, state, and local standards, including meeting qualitative and or quantitative productivity standards.
- Ability to maintain regular, punctual attendance consistent with the ADA, FMLA, and other federal, state and local standards.
- Regularly required to sit; use hands and fingers to grab, handle, or feel; reach with hands and arms; and communicate or listen. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The employee may occasionally lift and/or move up to 25 pounds.
- Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.
- Must be able to talk, listen and speak clearly on the telephone.
Benefits
As a Customer Success Coordinator, you will be eligible for a comprehensive benefits package including:
- Competitive salary
- Health, dental, and vision insurance – 100% employee coverage
- Short Term Disability, Long Term Disability and a 50K Term Life policy– employer paid
- Voluntary Life, Accident Indemnity, Hospital Indemnity and Pet coverage available at a reduced rate
- Domestic Partner health benefits coverage available
- 401(k) plan
- Employer HSA contribution of $600 annually
- FSA for Dependent Care available
- Lifestyle Spending Account $30 monthly
- Flexible Time Off and Sick Time Off (paid)
- Professional development opportunities
- Team-building events and activities
- Casual dress code and comfortable work environment
- Remote and in-office options available
- We are committed to providing our employees with a work-life balance, opportunities for growth, and a supportive work environment. Our benefits package reflects this commitment and is designed to meet the diverse needs of our employees.
About Flueid
At our core, we are a team of experienced professionals who understand the complexities of the real estate industry. We know that every transaction is unique and requires a personalized approach to ensure its success. Our technology platform is designed to help real estate professionals and their clients manage and track every step of the transaction process with ease.
Our team is made up of experts in real estate, technology, and customer service, who work tirelessly to provide the best possible experience for our clients. We are constantly updating our platform to ensure that it remains at the cutting edge of the industry and meets the evolving needs of our clients.
We are proud to have helped thousands of real estate professionals and their clients achieve their goals through our platform. Whether you are a real estate agent, broker, or investor, we are here to help you navigate the complex world of real estate transactions and achieve success.
