Job Description
ABOUT SOURCEPASS
At Sourcepass, we’re redefining what it means to be an IT partner. We deliver more than support to our clients; we deliver transformation. By combining excellent service, strategic guidance, and proprietary innovation, our award-winning team helps to simplify technology and amplify results for our clients. Empowered by Quest®, our intelligent IT management platform, we ensure our clients have complete visibility, proactive security, and smarter decision-making to maximize their IT function. Sourcepass is honored to have been recognized by various industry leaders, including Channel Futures, Inc., The Channel Co., Channel Insider, Acronis, and more. We have been named to the CRN Tech Elite 250 and CRN MSP 500 in 2026 and were named the Acronis Service Provider of the Year, Pax8 Global Partner of the Year, and were among the Forbes Best Startup Employers in 2025 & 2026, among other recent awards. With local roots and national reach, Sourcepass empowers businesses across industries to focus on what matters most: their people, their mission, and their growth. If this matters to you as well, let’s work together on empowering our client’s teams, protecting their data, and enabling their growth.
Join us and be part of our journey toward even greater accomplishments.
POSITION SUMMARY
The Client Success Coordinator (CSC) is a member of the client success team, dedicated to assisting account managers with various administrative tasks. Their primary goal is to facilitate the success of client initiatives by providing exceptional support and coordination, this role will be internal facing. The schedule for this position is Monday through Friday 9am - 6pm EST.
RESPONSIBILITIES
- Meeting assistance: Document key points, decisions, and action items during meetings. Ensure clear communication of these details to all relevant parties.
- Agenda Preparation: Collaborate with account managers to prepare detailed agendas for client meetings, aligning with client goals and account strategies.
- Change Management Initiatives: Organize and tee up for the SA/CSM
- Gainsight Entry: Accurately input and manage client data within the Gainsight platform, tracking customer health and identifying opportunities for engagement.
- Ticket Submissions: Efficiently process and submit tickets related to client requests or Initiatives, coordinating with internal teams to ensure timely resolution.
DESIRED SKILLSET/EXPERIENCE
- Proven experience in administrative support or customer service roles.
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Excellent communication skills, both written and verbal.
- Proficiency in CRM software, preferably Gainsight, and other relevant tools.
- Ability to work collaboratively with cross-functional teams to achieve customer success.
This is an independent contractor position
