Client Success Coordinator / Protecting MRR, Projects Mgmt, & Onboarding Clients at Mid-Sized MSP

Client Success Coordinator / Protecting MRR, Projects Mgmt, & Onboarding Clients at Mid-Sized MSP

NYC $60,000

Interview Notes: Synopsis & Findings

Experienced client-facing coordinator bridging service coordination, client success, and project support. Manages technician dispatch, ticket review, project oversight, client onboarding, contract review, financial check-ins, and executive support. Conducts welcome calls, sets expectations, schedules projects, and ensures milestones and payments stay on track. Acts as liaison between clients and technical teams, facilitating communication and smooth project delivery. Also handles administrative duties like leadership scheduling and office support. Known for professionalism, strong client rapport, and energy. Seeking growth opportunities in project coordination and client success, ideally in hybrid or remote roles, with a salary target of $50K–$68K.

MSP Predictive Index

PresentationExcellent
PlacabilityExcellent

Candidate Assessment

  • Personality Type: Professional & Polished;Genuine & Endearing;Enthusiastic & Upbeat

Skills & Expertise

Remote Monitoring Tool: ConnectWise;ConnectWise Automate

Candidate Profiles

Consultative Coordinator / Dispatcher

Location

  • Available In: NYC
  • City: Harrison

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