What are the responsibilities and job description for the Client Success Coordinator position at Ad Astra Info Systems Llc?
Competitive Compensation & Benefits Package * 401(k) with Profit Sharing * Flexible Time Off * Office Dog!!
ABOUT US
By combining our unparalleled domain expertise with leading-edge technology, Ad Astra is helping higher education in its mission to advance timely student completions. We are building a cloud-based software platform that will provide the foundation for our next generation of industry-leading solutions and analytics. Simply put, we're helping students graduate faster.
OUR CORE VALUES
- We recognize talent. We recognize and appreciate the unique God-given talents that our people bring to Ad Astra. Aligning these individual gifts with our work sets team members up to succeed.
- We’re unpretentious. There’s no room for ego. We admit our imperfections and have the humility to know what we don’t know.
- We’re passionate. We aren’t satisfied with the status quo. We’re on a mission together to protect the value of degree completion and to transform the higher education industry.
- We’re pioneering. We’re pioneering and aren’t afraid to fail—in fact, we celebrate it. We love it when our people boldly experiment with innovative solutions.
- We love fun. The health of our relationships is strengthened by working with people who stretch our thinking—and by enjoying the lighter side of life together. We don’t take ourselves too seriously, but we do take fun seriously.
- We have grit. Beyond talent and intelligence, our people have stick-to-itiveness. We push through challenges to make goals a reality.
POSITION SUMMARY
The Client Success Coordinator is a pivotal part of the Client Success team, responsible for managing a dedicated book of business through proactive outbound calls, emails, and client engagement. This position is for an ambitious individual who is organized, detail-oriented, and possesses excellent communication skills. The Client Success Coordinator will drive client outreach for product migrations, renewals, and expansions, while managing quoting, maintaining accurate Salesforce records, and funneling qualified opportunities to the Client Success Lead to grow and maintain a healthy sales pipeline. This role will collaborate with internal teams and clients to ensure client satisfaction, expansion, and retention.
CORE RESPONSIBILITIES
- Conduct proactive outbound calls, emails, and client outreach to drive participation in product migrations, renewals, and expansions
- Manage the full renewal lifecycle including tracking, quoting, and documentation
- Follow established client engagement models and maintain regular touchpoints to build and strengthen client relationships
- Mine expansion opportunities through renewals, QBRs, and annual reviews, and manage the quoting process
- Manage and forecast sales pipeline opportunities, funneling qualified leads to the Client Success Lead
- Capable of building relationships both internally and externally
- Document and maintain playbooks and processes and facilitate sharing information to key Ad Astra Stakeholders
- Schedule, co-present, and curate content for business reviews and strategic alignment meetings
- Engaging and communicating with low-touch clients via automation cadences, webinars, and other means
- Attend summits and conferences to identify and pursue migration opportunities
- Review client success plans and outcomes through QBRs to develop value stories, coordinating with the marketing team
- Ability to self-start, be proactive, and work under moderate supervision
POSITION REQUIREMENTS
- Bachelor’s degree in business, sales, marketing, or equivalent training in business, Client Success, Sales management, or Higher Ed leadership, preferred
- Comfort with warm outreach via phone and email
- Persistence and follow-through on leads and opportunities
- Ability to build rapport quickly and maintain relationships
- High emotional intelligence, including curiosity, empathy, self-awareness, and integrity
- Ability to manage a large book of business and prioritize effectively
- Detail-oriented with strong pipeline and CRM hygiene
- Strong prioritization skills with the ability to be proactive
- Desire to improve processes and work through ambiguity
- Demonstrated ability to work independently as well as in a team environment
ESSENTIAL COMPETENCIES
- Communication & Interpersonal Skills
- Prospecting & Outreach
- Flexibility
- Analytical Thinking
- Process Documentation
- Problem Solving & Critical Thinking
ADDITIONAL PREFERRED QUALIFICATIONS/RESPONSIBILITIES
- Salesforce CRM
- SalesLoft
- Report Building (CRM)
- Gainsight PX (client adoption metrics)
- Office 365
HOW PERFORMANCE IS MEASURED FOR THIS ROLE
- Clients Migrated
- GRR
- Expansion ARR
This position is in Overland Park, KS in the greater Kansas City metro area. Ad Astra does not cover relocation expenses.
Ad Astra is proud to be an equal opportunity employer. We are committed to fostering an inclusive workplace where all individuals are treated with respect and fairness—regardless of race, color, national origin, sex, gender identity or expression, sexual orientation, religion, age, political affiliation, disability, veteran status, or any other characteristic protected by law.