Customer Success Coordinator (AU & NZ Experience)

Posted 4d ago

Position Summary:

 As a key member of our Customer Success team, the Customer Success Coordinator provides essential administrative and operational support to the team, ensuring seamless coordination of daily activities. This role is responsible for coordinating administrative tasks, managing documentation, and ensuring operational processes run smoothly. The position acts as a critical support function, enabling the Customer Success Support team to focus on client engagement and service delivery. 

 

Responsibilities:

  • Coordinate customer billing and invoicing processes, including preparing invoices, tracking expenses, and addressing customer follow-ups and inquiries. 
  • Generate regular and ad-hoc financial reports, ensuring accurate and reliable handling of customer accounts using the CRM. 
  • Support the preparation and organisation of reports for client engagement processes. 
  • Collaborate with the Customer Success Support Team to confirm session details, including schedules, locations, and required materials. 
  • Facilitate the distribution of relevant tools and resources, such as personality assessments, session documents, and customer feedback surveys. 
  • Engage professionally and collaboratively with internal and external stakeholders to deliver customer outcomes. 
  • Maintain accurate client records and documentation, ensuring key financial tools and forecasts are updated and accessible. 
  • Support the facilitation of pre-session and post-session engagement processes to ensure continuity and client satisfaction. 
  • Align with the broader Customer Success team to implement best practices and drive continuous process improvements. 
  • Coordinate session logistics, including booking rooms, arranging travel, and organising catering as needed. 
  • Prepare and consolidate session materials, including printing resources, creating name tags, and ensuring all files are ready for consultant use. 
  • Maintain organised systems and processes for accurate client-related documentation and operational efficiency. 

 

Specific Requirements:

  • Previous experience in customer service, client management or administrative support roles. 
  • Effective communication and coordination abilities to facilitate seamless onshore-offshore collaboration. 
  • Strong organisational and time management skills to support a remote team. 
  • Proficiency in administrative tools, systems, and file management. 
  • Customer service ethos and commitment to deliver quality customer service outcomes. 
  • Strong attention to detail and understanding of records and document management. 
  • Demonstrable verbal and written communication skills. 
  • Good administrative, time management and coordination skills. 
  • A proactive mindset with a commitment to supporting operational excellence. Advanced skills in MS Office (Word, Excel, PowerPoint, Outlook).
  • Relevant Tertiary studies.
  • Willingness to work to Australasian working hours.
  • Willingness to work or relocate in the Angeles City Pampanga Office.

Employer questions

Your application will include the following questions:
  • What's your expected monthly basic salary?
  • Which of the following types of qualifications do you have?
  • How many years' experience do you have as a Customer Success Coordinator?
  • Do you have customer service experience?
  • Which of the following Microsoft Office products are you experienced with?
  • How would you rate your English language skills?

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