Upcision is a B2B lead generation company that helps businesses connect with high-quality prospects. Our clients rely on us to deliver targeted leads that fuel their sales pipelines. We work with companies ranging from SMBs to Fortune 500 firms that need a steady flow of qualified leads to grow. As we continue to scale, we are looking for a Client Success & Operations Coordinator to ensure smooth client onboarding, efficient lead delivery, and quick resolution of issues. This role is crucial for maintaining strong client relationships and ensuring seamless operations. Role Overview We’re hiring a Client Success Coordinator — a role combining client success, systems oversight, and process management related to client delivery. You will be responsible for onboarding new clients, setting up and auditing lead flows, analyzing return data, and quickly resolving operational issues. If you thrive in a high-accountability environment and enjoy managing both client-facing and internal workstreams, this role is ideal for you. Key Responsibilities: Manage end-to-end client onboarding, including CRM testing, lead routing, setting expectations, and conducting early check-ins. Set up and audit lead delivery workflows across platforms like HubSpot, Salesforce, or Zoho to ensure proper lead routing and follow-up. Serve as the primary contact for clients, addressing questions, promoting adoption, and identifying red flags. Monitor and process client lead return requests, identify patterns, and flag issues related to misuse or internal breakdowns. Track return reasons and usage metrics to recommend improvements for lead quality and client results. Troubleshoot delivery and setup errors, coordinating with internal teams and clients as needed. Propose and implement process improvements to reduce manual work, enhance speed, clarity, and outcomes. Maintain accurate records of lead flow status, return tracking, client health, and account activity. Support contract delivery, activations, and operational handoffs when necessary. What We're Looking For: Experience in client success, sales operations, or B2B account coordination. Strong systems and process thinking, understanding the 80/20 principle , and focusing on leverage over effort. Hands-on experience with CRMs like Salesforce, HubSpot, or Zoho, including setting up or auditing automations and workflows. Comfort with fast-paced, changing priorities and the ability to organize and self-prioritize independently. Excellent communication skills, high attention to detail, and clear writing style. Experience in building playbooks, identifying inefficiencies, and improving processes. Familiarity with tools like Airtable, Slack, Apollo, or Zapier is a plus. Bonus: experience auditing calls, enforcing SLAs, or reviewing lead outcomes. Seniority level Entry level Employment type Full-time Job function Administrative Industries: Advertising Services #J-18808-Ljbffr