Customer Success Coordinator

• Our customers are typically organizations with 10,000 identities or more in all areas of business including: real estate, fast food, transport, finance, health, defense and aerospace, manufacturing, banking, insurance, education, and more.
• Job Description:We are seeking a dynamic and detail-oriented Customer Success Coordinator to join our team in São Paulo, Brazil.
• The ideal candidate will coordinate and support customer-facing activities, including onboarding, training logistics, event scheduling, and communications.
• This person will manage ITSM form administration, reporting systems, and perform routine checks to ensure smooth operations.
• Oversee travel planning and expense tracking for domestic and international events.
• This person will maintain accurate customer and delegate databases, ensuring timely updates and professional communication.
• The position will include frequent international travel.
• Responsibilities:Meet with customers alongside the team to support onboarding and relationship-building efforts.
• Facilitate smooth onboarding processes for new customers, ensuring they receive the necessary information and support to begin using our products or services effectively.
• Administer ITSM forms and perform routine system checks to ensure service continuity and compliance.
• Maintain Customer Relationship Database and Delegate Database and TranscriptsRun and maintain reporting systems to track key metrics and operational activities.
• With the training team to gather attendee requirements for customer training events, ensuring proper logistics and resources are in place.
• Coordinate the scheduling of domestic and international training sessions and events for customers, ensuring they align with customer needs and organizational goals.
• Manage domestic and international travel arrangements for team members attending events, conferences, or meetings, ensuring cost-effectiveness and adherence to company policies.
• Track and manage expenses related to customer events, training sessions, and marketing initiatives, ensuring adherence to budgetary guidelines.
• Craft and distribute communications and announcements to customers, including statements, transcripts, and other relevant updates.
• Create and edit course and event announcement documents from templates.
• Travel domestically and internationally, to facilitate and support customer events.
• Requirements:Comfortable with frequent domestic and international travel, including to the US, UK, Iceland, Brazil, India, and other locations; may involve limited notice and multi-week tripsProfessional or Bilingual proficiency in English, with the ability to communicate in a professional setting.
• Bachelor''s degree in related field.
• Proven experience with customer experience/engagement coordination.
• Proficiency in digital tools and platforms including Microsoft PowerPoint.
• Analytical mindset with the ability to interpret data and make informed decisions.
• Experience in event management, announcements, travel, planning, and coordination.
• Experience maintaining detailed customer information and inputting into database.
• Experience with customer relationship management (CRM) software.
• Key Attributes:Must love adventure and travel; flexibility with schedule and environments is essential.
• Experience in the service industry is highly valued, especially with attention to detail and customer service.
• Ability to manage multiple tasks and ensure accuracy in all communications and processes.
• Willingness to work closely with cross-functional teams to achieve shared objectives.
• Anticipate needs and take the initiative to address them before they become problems.
• Dedication to providing exceptional service and support to customers throughout their journey.

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