Client Services Coordinator

Job Description

Job Description

Description :

We’re seeking a proactive and detail-oriented?Client Services Coordinator?to join our dynamic MSP team. This role is pivotal in ensuring exceptional client experiences by coordinating service delivery, managing communications, and supporting operational excellence. If you thrive in a fast-paced tech environment and love keeping things running smoothly, we want to hear from you!

Menlo’s purpose is to create better technologies to solve problems for clients in school districts and communities nationwide. Because when organizations spend less time on technology, they can spend more time doing the things they do best and achieving their goals. The Client Services Coordinator position is responsible bringing together the resources and communications needed for successful implementation projects.

Duties and Responsibilities :

New Client Contact for Implementations

o Serve as the primary liaison for onboarding new clients, ensuring a smooth and professional transition.

o Coordinate implementation timelines, gather necessary documentation, and communicate setup requirements to internal teams.

o Facilitate kickoff meetings and ensure clients understand service scope, support channels, and escalation paths.

o Track onboarding progress and proactively address any delays or issues.

Service Coordination

o Schedule and monitor service requests, ensuring timely resolution by technical teams.

o Track SLAs and escalate issues when necessary to maintain service quality.

Communication & Reporting

o Provide regular updates to clients regarding ticket status, project milestones, and service performance.

o Prepare client-facing reports including ticket summaries, performance metrics, and satisfaction surveys.

Process & Documentation

o Maintain accurate client records, service documentation, and internal knowledge base entries.

o Assist in onboarding new clients and coordinating service transitions.

Collaboration

o Work closely with technical teams, account managers, and leadership to align service delivery with client expectations.

o Participate in internal meetings to review service performance and identify improvement opportunities.

Requirements :

• 2+ years of experience in a client-facing role, preferably within an MSP or IT services environment.
• High sense of urgency with detailed follow through.
• Excellent communication and interpersonal skills.
• Highly organized with strong attention to detail and multitasking ability.
• Ability to work independently without regular direction.
• Proficiency in Microsoft 365 and other collaboration tools.