Client Success Coordinator

About the Company

Taft Systems is a US-based business that delivers HighLevel support and fulfillment services to marketing agencies. Its customers are agency owners with full schedules, so the company is looking for someone who can take ownership of proactive client communication and keep account updates moving without delays.

Role Overview

This position is focused on making sure clients are never left in the dark. The coordinator will act as a consistent point of contact, share updates, manage follow-up timing, and ensure open items are kept current. This is a communication-first role rather than a support desk role.

Key Duties

• Send completion updates to clients within 2 hours after a deliverable has been approved.
• Keep a proactive follow-up cadence so that no unresolved item goes without an update for more than 48 hours.
• Record every client interaction in the CRM within 24 hours.
• Assist the Director of Client Relations with monitoring happiness scores.
• Escalate any concern or sign of dissatisfaction to the Director on the same day it is noticed.
• Join client meetings when needed and confidently represent Taft Systems on video with US-based agency owners.

What the Company Is Looking For

The ideal candidate communicates clearly in written and spoken English, brings a warm and professional tone, and is comfortable being camera-facing in client conversations. Strong organization, initiative, and dependable follow-through are essential because this role depends heavily on keeping things moving.

Applicants should also be comfortable using a CRM or project management platform. The company works with HighLevel and another internal tool. Prior experience in customer service, account coordination, or administrative support is preferred. Familiarity with HighLevel is useful, but not mandatory.

Working Hours and Environment

This is a full-time remote position with working hours from 9:00 AM to 5:00 PM ET. Team members must join a daily Zoom meeting with their camera turned on, and this requirement is a condition of employment. A dependable internet connection and a quiet, professional space for calls are required.

Application Instructions

Applications must include the word “Dragonfly” in the subject line. Candidates are asked to submit a short Loom video of 1 to 2 minutes along with their resume. The video should answer the following:

• Describe a time when you had to consistently follow up with clients or customers, and explain what the day-to-day process looked like.
• Share whether you are comfortable joining video calls with US-based clients and describe your experience on client-facing calls.
• Explain what your workspace, internet setup, and call environment are like.

Applicants who do not follow these instructions will not be reviewed. Shortlisted candidates will be given a written skills test before any interview.