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.