Client Success Coordinator

Job description

Summary/Objective

We are seeking a dedicated and organized individual to join our team at 7 Pillars as a Client Success Coordinator. Reporting to the Client Relationship Manager, you will play a crucial role in ensuring the smooth operation of the office, client set-up, key communication points, scheduling, and post close activities. The ideal candidate will possess excellent organizational skills, have attention to detail, be teachable, be dependable, and have the ability to multitask in a fast-paced environment.

Essential Functions

1. Efficiently coordinate and manage the scheduling of both internal and external meetings with clients, potential buyers, and team members.
2. Book, manage, and confirm travel arrangements to meet the business needs of team members, if necessary.
3. Manage all client inquiries and communication pathways to ensure a positive client experience.
4. Collaborate with internal marketing teams to ensure brand consistency across all communications and materials.
5. Maintain accurate, up-to date information on Monday CRM and Work Management platforms.

Responsibilities & Duties

1. Maintain CRM Integrity: Ensure accurate and up-to-date information in Monday’s CRM and Work Management platforms, including importing monthly data for assignments.
2. Scheduling and Meetings: Coordinate internal and external meetings for clients, DSOs, and team members, including scheduling, room preparation, and technical support during meetings.
3. Travel Management: Manage travel arrangements, registrations, and hotel bookings for team members attending meetings and events, if necessary.
4. Client Management: Oversee client management tasks from onboarding to invoicing, ensuring satisfaction. Handle all incoming inquiries from potential clients and referral sources.
5. Credit Card Reconciliation: Manage credit card reconciliation for partners and assist other team members as needed.
6. Reports and Documentation: Create and maintain reports for company and client information, send DocuSign documents for Business Development, and maintain necessary forms and templates.
7. Server Files Organization: Manage and maintain the 7 Pillars server files and folder structure for efficient organization and keep client records current and accessible.
8. Collateral Management: Maintain and ensure availability of 7 Pillars collateral items for internal and external use.
9. Communication Management: Oversee the communication funnel to notify the team of important meetings, updates, and tasks, while handling sensitive information with discretion.
10. Ad Hoc and Affiliate Tasks: Handle miscellaneous tasks as they arise to improve team efficiency and assist with tasks related to any of the Affiliates, as required.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions, responsibilities, and activities may change at any time with or without notice.

Job requirements

education and Experience

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred
• Minimum 2 years of administrative work experience within the financial or dental industry preferred
• Proficiency in Microsoft Office software, including Word, Excel, and Outlook, required
• Proficient in project management tools (Monday experience preferred)
• Proven experience in administrative or coordination roles
• Superior organizational skills and multitasking abilities with strong attention to detail
• Demonstrated ease with adopting new software and high technical savviness
• Proactive in seeking out and addressing potential challenges
• Strong interpersonal skills and excellent verbal and written communication skills
• Desire to contribute to the overall efficiency and innovation within our team
• Proven proficiency in prioritizing work in a fast-paced environment
• Innovative, stress-tolerant, and strong decision-making skills
• Self-motivated; a strong sense of ownership and involvement is critical

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. Once fully trained, this role offers a hybrid work arrangement; 3 days in-office presence is required. Additionally, an in-office presence is expected for training, team meetings, and as other business needs dictate.

Job Compensation & Benefits

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation

Minimum: $26.00 – Maximum: $31.00/hr

Benefits

Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance

Dental & Vision Insurance

Unlimited PTO

Firm-Paid Holidays, Including an Extended Winter Break

Safe Harbor 401k Plan

Generous Employer HSA Contributions

Employer Paid Professional Dues, Licenses/Renewals

Continuing Education Resources

Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting – Top 100 Firms (2022, 2023, 2024)

Top Workplaces – Financial Services (2024)

Top Workplaces – Culture Excellence (2024)

Accounting Today – Top Firm by AUM (2024)

USA Today – Top Workplaces (2024, 2025)

Accounting Today – Top 100 Firms (2022, 2023)

Forbes America’s Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting – Top 100 Fastest Growing Firms (2022)

Dallas Morning News – Top Workplace (2022, 2023)

Accounting Today – Beyond Top 100: Firms to Watch (2020)

Accounting Today – Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting – Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting – Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.

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