Talent.com
Client Success Coordinator

Client Success Coordinator

McDermott + BullIrvine, CA, US
9 hours ago
Job type
  • Full-time
Job description

Job Description

Client Success Coordinator for Activate 180 :

Location : Orange County (Hybrid : Tuesday–Thursday in office)

Type : Full-time

Reports to : Operations + Project Manager (Tara Finegold)....Chief Activation Officer (Zach Smith)

About the Company

Activate 180 is a partner company with McDermott + Bull. At Activate 180, we’re redefining performance coaching by making it accessible to every employee—not just executives. Through personalized 1 : 1 coaching, dynamic group workshops, and actionable company-wide insights, we empower employees to thrive both professionally and personally—building more resilient, motivated, and high-performing teams.

About the Role

The Client Success Coordinator plays a critical role in ensuring an exceptional experience for our clients and their employees. You’ll support multiple coaching programs, serving as a key point of contact for client teams and internal stakeholders. From onboarding new clients to managing program logistics and surfacing insights, you’ll help drive engagement, utilization, and meaningful outcomes for thousands of coaching participants.

Responsibilities :

Client Onboarding + Account Management

  • Serve as the day-to-day point of contact for client companies and participants.
  • Support onboarding by creating and distributing customized intake surveys aligned to client goals.
  • Develop company profiles to help coaches understand each client’s business and culture.
  • Coordinate the onboarding of new hires into existing coaching programs.
  • Maintain and update client data across platforms (Coaching.com, HubSpot, Monday.com).
  • Manage feedback surveys and engage with participants who share constructive feedback.
  • Build and maintain survey data decks and program review presentations for clients.

Engagement + Utilization

  • Monitor engagement and usage metrics within the coaching platform.
  • Identify utilization risks and follow up with participants to encourage coaching session bookings.
  • Collaborate with coaches and internal teams to creatively boost engagement.
  • Distribute regular utilization reports to the Activate 180 team, coaches, and clients.

    • Program + Meeting Coordination

  • Schedule and coordinate all client-related calls, including :
  • Monthly workshops
  • Coach strategy calls
  • Coaching theme calls
  • Specialty sessions (e.g., manager alignment, three-way calls)

    • Client Communication + Meeting Support

  • Brand workshop materials with client logos.
  • Prepare reminder emails for all sessions.
  • Actively support workshops by managing breakout rooms, chat engagement, and attendance.
  • Follow up with materials, recordings, and relevant resources.
  • Take notes during strategy and theme calls, synthesize insights, and enter key takeaways into HubSpot.

    • Qualifications : Experience

  • 2–3 years in a client-facing or customer success role, preferably in a fast-paced, service-oriented environment.
  • Strong calendar management and scheduling experience (required).
  • Proven ability to coordinate logistics and work cross-functionally with teams and clients.
  • Familiarity with CRM systems (HubSpot), project management tools (Monday.com), and virtual platforms (Zoom, Canva).
  • Proficiency in Microsoft Office Suite (especially Excel and Outlook).
  • Experience supporting sales teams and client onboarding is a plus.

    • Required Skills

  • Detail-Oriented : Nothing slips through the cracks.
  • Proactive : Anticipates needs and stays several steps ahead.
  • Relationship-Driven : Builds trust with clients and colleagues alike.
  • Highly Organized : Skilled at managing multiple priorities and deadlines.
  • Strong Communicator : Clear, warm, and professional in both writing and speech.
  • Tech-Savvy : Quick to learn new systems and tools.
  • Growth-Minded : Constantly looking to improve processes and elevate the client experience.
  • Strong project management skills and the ability to juggle competing priorities.
  • Bachelor’s degree or equivalent professional experience.
    • Create a job alert for this search

    Client Coordinator • Irvine, CA, US

    Related jobs
    • Promoted
    Senior Client Success Manager

    Senior Client Success Manager

    Smith.aiRiverside, CA, US
    Full-time
    Through a powerful combination of AI and live agents, we deliver 24 / 7 receptionist and chat services that convert leads, delight customers, and protect time for SMB business owners and operators.We...Show moreLast updated: 3 days ago
    • Promoted
    Affiliate Site Coordinator

    Affiliate Site Coordinator

    University of California - RiversideRiverside, CA, United States
    Part-time
    The Affiliate Site Coordinator will serve as the faculty site program coordinator for specific UCR School of Medicine(SOM) clerkships at a clinical affiliate as part of the UCR SOM Undergraduate Me...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Coordinator II

    Sales Coordinator II

    Cambro ManufacturingHuntington Beach, CA, United States
    Full-time
    First Shift (United States of America).The Sales Support Specialist will assist the Sales Team by creating reports and presentations, analyzing data, and maintaining the distributor database.Suppor...Show moreLast updated: 10 days ago
    • Promoted
    Client Success Manager

    Client Success Manager

    TradeJobsWorkForce92735 Santa Ana, CA, US
    Full-time
    Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Coordinator

    Client Coordinator

    ErnestFontana, CA, US
    Full-time
    When you work with Ernest, you’ll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you’re worth with a lot of really a...Show moreLast updated: 10 days ago
    • Promoted
    Business Operations Coordinator

    Business Operations Coordinator

    Real Estate Advisors, Inc. USASan Clemente, CA, US
    Full-time
    We are seeking a highly organized, detail-driven Business Operations Coordinator to support a senior executive based in San Clemente, CA. This role is ideal for someone who thrives in...Show moreLast updated: 2 days ago
    • Promoted
    Client Ambassador 11-145-SC / Placentia

    Client Ambassador 11-145-SC / Placentia

    The Salvation Army USA Western TerritoryTustin, CA, United States
    Permanent
    The Salvation Army, an international movement, is an evangelical part of the universal Christian church.Its message is based on the Bible. Its ministry is motivated by the love of God.Its mission is...Show moreLast updated: 8 days ago
    • Promoted
    Client Success Manager

    Client Success Manager

    Verra MobilityMurrieta, CA, US
    Full-time
    Verra Mobility is a global leader in smart mobility.We develop technology-enabled solutions that help the world move safely and easily. We are fostering the development of safe cities, working with ...Show moreLast updated: 2 days ago
    • Promoted
    Director of Client Success

    Director of Client Success

    SolvdMission Viejo, CA, US
    Full-time
    AI-native consulting and technology services firm delivering enterprise transformation across cloud, data, software engineering, and artificial intelligence. We work with industry-leading organizati...Show moreLast updated: 3 days ago
    • Promoted
    Membership Coordinator (Seasonal) - Waldorf Astoria Monarch Beach Resort and Club

    Membership Coordinator (Seasonal) - Waldorf Astoria Monarch Beach Resort and Club

    HiltonDana Point, CA, US
    Full-time
    The award-winning Forbes 4-Star and AAA 5-DiamondWaldorf Astoria MonarchBeach Resort & Club is looking for a Membership Coordinatorto join the MembershipTeam!. Located in the beautiful coastal town ...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Client Services Coordinator

    Client Services Coordinator

    Savills North AmericaOrange County, CA, US
    Full-time
    Savills is an organization full of extraordinary individuals.Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our ...Show moreLast updated: 1 hour ago
    • Promoted
    • New!
    Client Success Manager, Pharma Partnerships

    Client Success Manager, Pharma Partnerships

    Massive BioRiverside, CA, US
    Full-time
    Every cancer patient deserves access to treatment options.Massive Bio is an AI-powered precision medicine platform transforming how cancer patients discover and access clinical trials by eliminatin...Show moreLast updated: 10 hours ago
    • Promoted
    Patient Coordinator (NorthPointe Optometric Center)

    Patient Coordinator (NorthPointe Optometric Center)

    VSP VisionRialto, CA, United States
    Full-time
    Compensation range for the role is listed above.Applicable salary ranges may differ across markets.Actual pay will be determined based on experience and other job-related factors permitted by law.A...Show moreLast updated: 17 days ago
    • Promoted
    OR Manager / Lead Circulator

    OR Manager / Lead Circulator

    Ramin Tayami MD IncSan Clemente, CA, US
    Full-time +1
    West Coast Center for Surgeries is a Medicare-certified Ambulatory Surgery Center.We are seeking an energetic OR Manager / Lead Circulator with Ophthalmology experience who is able to assist the Dire...Show moreLast updated: 30+ days ago
    • Promoted
    Sales & Broker Support Coordinator (Bilingual - Spanish)

    Sales & Broker Support Coordinator (Bilingual - Spanish)

    Astiva Health, IncOrange, CA, US
    Full-time
    Sales & Broker Support Coordinator (Bilingual - Spanish).Orange, CA is a premier healthcare provider specializing in Medicare and HMO services. With a focus on delivering comprehensive care tail...Show moreLast updated: 3 days ago
    • Promoted
    Patient Services Coordinator

    Patient Services Coordinator

    InsideHigherEdRiverside, California, United States
    Full-time
    The Patient Services Coordinator will perform patient preparation visit functions to contribute to the efficient day-to-day operations and a positive patient experience. Provides administrative supp...Show moreLast updated: 28 days ago
    • Promoted
    • New!
    Client Success Manager

    Client Success Manager

    ChartbeatMurrieta, CA, US
    Full-time
    Chartbeat is looking for a FatTail Client Success Manager to join our Commercial Operations team.We are passionate, agile, and solutions-orientedand we're seeking individuals who share these values...Show moreLast updated: 22 hours ago
    • Promoted
    Swap Meet Coordinator

    Swap Meet Coordinator

    Coast Community College DistrictCosta Mesa, CA, United States
    Temporary
    Under general supervision, the Professional Expert provides assistance and support in accordance with assignments and directions from the supervisor. Have specialized knowledge or expertise not gene...Show moreLast updated: 30+ days ago