Client Success & Operations Coordinator

About The Happy Box

The Happy Box is an expanding Canadian gifting company dedicated to fostering stronger business relationships through carefully curated gift experiences. We collaborate with companies all over North America to deliver memorable gifts that feature products from Canadian small businesses.

Role Overview

This position serves as a critical link between client experience and operational execution. Partnering closely with both Business Development and Operations teams, the Coordinator ensures the seamless progress of corporate gifting projects from approval stages through to delivery. You will handle daily client communications, manage project specifics, confirm order details, and ensure timelines are met to provide a smooth and efficient client journey.

Key Responsibilities

• Manage communications with current and potential clients, responding quickly to inquiries and following up thoroughly.
• Assist the Business Development team by qualifying prospects, preparing quotes and proposals, setting up meetings, and driving opportunities forward.
• Maintain up-to-date, accurate CRM records reflecting clear ownership, status, and next steps for each opportunity.
• Verify all order specifics prior to production, such as branding requirements, quantities, gift messaging, recipient data, dietary preferences, and delivery schedules.
• Coordinate logistics for each corporate gifting order alongside the Operations team to ensure accuracy and readiness for production.
• Track project timelines vigilantly, manage any changes, communicate updates proactively, and flag potential issues before they affect delivery.
• Conduct post-delivery follow-ups and help pinpoint opportunities for future gifting initiatives.

Candidate Profile

• Exceptional written communication skills—warm, clear, succinct, and authentic without sounding formulaic.
• Strong passion for interacting with clients, with exemplary email communication abilities.
• Accountable and dependable, with a keen eye for detail and consistency in work.
• Highly organized and able to communicate clearly with clients and internal teams alike.
• Attentive to details often overlooked, including names, branding elements, addresses, timelines, and special requests.
• Quick learner proficient in adopting new technologies and eager to identify efficiency improvements.
• Dedicated to delivering a flawless client experience ensuring nothing is overlooked.

Preferred Qualifications

• Background experience in client success, account coordination, customer service, project coordination, or operations.
• Experience managing multiple B2B client projects simultaneously.
• Familiarity with platforms such as Shopify, HubSpot, Monday.com, or similar CRM and project management software.
• Comfort and willingness to integrate AI tools like ChatGPT or Claude into daily work processes.

Benefits of Joining The Happy Box

• Be part of a rapidly growing Canadian company with ambitious expansion goals.
• Contribute significantly to delivering outstanding client experiences throughout North America.
• Work in an environment that values collaboration, trust, and your ideas.
• Use cutting-edge tools and AI to enhance productivity and work smarter.
• Opportunity for career growth in line with company scaling.
• Access to extended health benefits.
• Flexible working hours to support work-life balance.