Customer Success Coordinator Jobs
Customer Success Coordinator jobs are open across SaaS, healthcare tech, financial services, and enterprise software, at levels from entry-level to senior coordinator, with specializations in onboarding, renewals, and account health management. See the openings below and apply to the ones that match your experience.
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We are looking for a New York City based or US based remote Digital Customer Success Lead to join our talented, dynamic, and rapidly growing global team. We have an in-office policy of 2 days per week for local NYC and London-based employees.
Company Description
OpenAsset is the leading marketing platform for the Architecture, Construction, and Engineering industries, trusted by 1,000+ clients over 20 years. Our mission is to be the most innovative partner to AEC firms, delivering solutions that help win more projects. We recently announced a new AI-Proposal product Shred to continue this mission.
We're a diverse, collaborative, and fast-growing team of 110+ employees with offices in New York, London, and Australia and a global client base. Backed by Marlin Equity Partners, we're passionate about creating an inclusive workplace where everyone feels valued and has a voice, and we actively hire from a diverse pool of candidates.
Digital Customer Success Lead Description
As our Digital Customer Success Lead, you will help a growing pooled portfolio of approximately 300 OpenAsset clients representing roughly $5M in ARR get more value from their investment. You will combine practical product guidance with one-to-many program design, creating a customer experience that gives clients timely help, builds confidence with OpenAsset Source, and scales beyond a traditional one-to-one coverage model. This is a foundational opportunity to define how OpenAsset supports customers who do not have a traditional dedicated CSM. You will establish proactive engagement cadences, turn recurring questions into useful self-service resources, and use customer health, product usage, automation, and AI to make outreach more relevant. Your work will help AEC firms get lasting value from their project information and digital assets while creating a stronger foundation for future adoption of the broader OpenAsset platform, including Shred.
You will work closely with CS leadership, Account Managers, CSMs, Product, Marketing, Operations, Sales Engineers, and technical teams. The role is ideal for someone who enjoys solving real client problems while also building the programs, workflows, and measurement practices that can support hundreds of customers as OpenAsset grows.
Responsibilities
- Establish a baseline for the pooled portfolio by analyzing client needs, adoption patterns, existing resources, coverage gaps, and signals that indicate risk or opportunity.
- Create a repeatable process for responding to pooled clients' configuration, product, and training questions, with clear escalation paths to CSMs, technical teams, Product, or other partners.
- Launch segmented engagement plays such as targeted outreach, office hours, webinars, lifecycle campaigns, and self-service resources that improve adoption without requiring every interaction to be one-to-one.
- Translate recurring customer questions and product friction into reusable help content, enablement resources, and recommendations for Product and CS leadership.
- Use customer health, product usage, and engagement data to prioritize outreach, identify adoption gaps, measure program effectiveness, and recommend where human attention will have the greatest impact.
- Partner with CSMs and CS leadership to define the ideal profile for pooled coverage and create a scalable way to identify eligible clients from CSM-owned books.
- Guide clients through OpenAsset Source workflows, troubleshoot configuration and workflow questions, and connect relevant Shred.ai or broader platform opportunities to Account Managers and product specialists.
- Use AI and automation to draft and personalize communications, summarize interactions, surface recurring patterns, and improve the speed and relevance of customer support while validating outputs and applying sound judgment.
Skills and Experience Must Haves
- 3–5 years of relevant customer success experience, with the range serving as a proxy for the practical judgment required to manage complex SaaS customer needs and build repeatable programs.
- Demonstrated experience managing a high-volume portfolio of 150–200 or more accounts in a B2B SaaS environment while maintaining useful prioritization and customer responsiveness.
- Hands-on experience building and running a scaled or digital customer success program for a large SaaS portfolio, including one-to-many engagement rather than only delivering one-to-one account management within an established model.
- Technical and AI fluency, including the ability to learn SaaS products, troubleshoot configuration and workflow questions, and use AI, automation, customer engagement platforms, and usage data to improve customer outcomes at scale.
- A bachelor's degree or equivalent practical experience is preferred.
Nice to Haves
- Experience designing one-to-many programs such as webinars, office hours, lifecycle campaigns, or self-service resources.
- Comfort using customer health and product usage data to identify adoption gaps, prioritize outreach, and measure program effectiveness.
- Experience managing help-site content or designing a help-site or customer university experience. Experience with digital asset management or proposal automation tools.
- Familiarity with architecture, engineering, construction, or related industries.
Benefits
- Competitive salary
- Medical / Dental / Vision coverage — 100% employer-paid for employees, 50% employer-paid for dependents
- 20 days paid time off per year + federal holidays
- 5 paid sick days
- Work from home flexibility
- Commuter benefits
- 401k with employer match (via Empower Retirement)
- Paid parental leave
- Career growth and development opportunities
This position is not eligible for visa sponsorship.
OpenAsset is an Equal Opportunity Employer. We base our employment decisions entirely on business needs, job requirements, and qualifications—we do not discriminate based on race, gender, religion, health, parental status, personal beliefs, veteran status, age, or any other status. We have zero tolerance for any kind of discrimination, and we are looking for candidates who share those values. Applications from women and members of underrepresented minority groups are welcomed.
We are looking for a New York City based or US based remote Digital Customer Success Lead to join our talented, dynamic, and rapidly growing global team. We have an in-office policy of 2 days per week for local NYC and London-based employees.
Company Description
OpenAsset is the leading marketing platform for the Architecture, Construction, and Engineering industries, trusted by 1,000+ clients over 20 years. Our mission is to be the most innovative partner to AEC firms, delivering solutions that help win more projects. We recently announced a new AI-Proposal product Shred to continue this mission.
We're a diverse, collaborative, and fast-growing team of 110+ employees with offices in New York, London, and Australia and a global client base. Backed by Marlin Equity Partners, we're passionate about creating an inclusive workplace where everyone feels valued and has a voice, and we actively hire from a diverse pool of candidates.
Digital Customer Success Lead Description
As our Digital Customer Success Lead, you will help a growing pooled portfolio of approximately 300 OpenAsset clients representing roughly $5M in ARR get more value from their investment. You will combine practical product guidance with one-to-many program design, creating a customer experience that gives clients timely help, builds confidence with OpenAsset Source, and scales beyond a traditional one-to-one coverage model. This is a foundational opportunity to define how OpenAsset supports customers who do not have a traditional dedicated CSM. You will establish proactive engagement cadences, turn recurring questions into useful self-service resources, and use customer health, product usage, automation, and AI to make outreach more relevant. Your work will help AEC firms get lasting value from their project information and digital assets while creating a stronger foundation for future adoption of the broader OpenAsset platform, including Shred.
You will work closely with CS leadership, Account Managers, CSMs, Product, Marketing, Operations, Sales Engineers, and technical teams. The role is ideal for someone who enjoys solving real client problems while also building the programs, workflows, and measurement practices that can support hundreds of customers as OpenAsset grows.
Responsibilities
- Establish a baseline for the pooled portfolio by analyzing client needs, adoption patterns, existing resources, coverage gaps, and signals that indicate risk or opportunity.
- Create a repeatable process for responding to pooled clients' configuration, product, and training questions, with clear escalation paths to CSMs, technical teams, Product, or other partners.
- Launch segmented engagement plays such as targeted outreach, office hours, webinars, lifecycle campaigns, and self-service resources that improve adoption without requiring every interaction to be one-to-one.
- Translate recurring customer questions and product friction into reusable help content, enablement resources, and recommendations for Product and CS leadership.
- Use customer health, product usage, and engagement data to prioritize outreach, identify adoption gaps, measure program effectiveness, and recommend where human attention will have the greatest impact.
- Partner with CSMs and CS leadership to define the ideal profile for pooled coverage and create a scalable way to identify eligible clients from CSM-owned books.
- Guide clients through OpenAsset Source workflows, troubleshoot configuration and workflow questions, and connect relevant Shred.ai or broader platform opportunities to Account Managers and product specialists.
- Use AI and automation to draft and personalize communications, summarize interactions, surface recurring patterns, and improve the speed and relevance of customer support while validating outputs and applying sound judgment.
Skills and Experience Must Haves
- 3–5 years of relevant customer success experience, with the range serving as a proxy for the practical judgment required to manage complex SaaS customer needs and build repeatable programs.
- Demonstrated experience managing a high-volume portfolio of 150–200 or more accounts in a B2B SaaS environment while maintaining useful prioritization and customer responsiveness.
- Hands-on experience building and running a scaled or digital customer success program for a large SaaS portfolio, including one-to-many engagement rather than only delivering one-to-one account management within an established model.
- Technical and AI fluency, including the ability to learn SaaS products, troubleshoot configuration and workflow questions, and use AI, automation, customer engagement platforms, and usage data to improve customer outcomes at scale.
- A bachelor's degree or equivalent practical experience is preferred.
Nice to Haves
- Experience designing one-to-many programs such as webinars, office hours, lifecycle campaigns, or self-service resources.
- Comfort using customer health and product usage data to identify adoption gaps, prioritize outreach, and measure program effectiveness.
- Experience managing help-site content or designing a help-site or customer university experience. Experience with digital asset management or proposal automation tools.
- Familiarity with architecture, engineering, construction, or related industries.
Benefits
- Competitive salary
- Medical / Dental / Vision coverage — 100% employer-paid for employees, 50% employer-paid for dependents
- 20 days paid time off per year + federal holidays
- 5 paid sick days
- Work from home flexibility
- Commuter benefits
- 401k with employer match (via Empower Retirement)
- Paid parental leave
- Career growth and development opportunities
This position is not eligible for visa sponsorship.
OpenAsset is an Equal Opportunity Employer. We base our employment decisions entirely on business needs, job requirements, and qualifications—we do not discriminate based on race, gender, religion, health, parental status, personal beliefs, veteran status, age, or any other status. We have zero tolerance for any kind of discrimination, and we are looking for candidates who share those values. Applications from women and members of underrepresented minority groups are welcomed.
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Find JobsCustomer Success Coordinator Job Market
Who's Hiring
- Intuit29
- SpaceX29
- Amazon24
- Braze18
- Salesforce18
Top Industries Hiring
- Technology & Software51
- Banking & Financial Services11
- Marketing & Advertising7
- Construction & Real Estate5
- Non-Profit & Social Services5
What Employers Look For
The qualifications that appear most often in customer success coordinator jobs.
- One to three years of experience in customer success, account management, or customer support
- Proficiency with CRM platforms such as Salesforce, HubSpot, or Gainsight
- Strong written and verbal communication skills for client-facing work
- Ability to manage multiple accounts and prioritize tasks without direct supervision
- Experience tracking customer health metrics such as churn risk or net retention
- Bachelor's degree in business, communications, or a related field
Tips for Your Customer Success Coordinator Job Search
Tailor your resume to renewal metrics
Customer success coordinators are hired to protect and grow revenue, so your resume needs churn reduction, net retention, or upsell numbers front and center. Vague claims about 'supporting customers' won't move you past the first screen. Tie each bullet to a measurable outcome.
Get certified in a CRM platform
Many postings list Salesforce, HubSpot, or Gainsight as required, not preferred. A platform certification signals you can contribute from day one and separates you from candidates who list the tool but can't prove it. Check each platform's free or low-cost certification tracks.
Apply early to roles that fit
Migrate Mate lists customer success coordinator openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by industry to match your background
A coordinator who managed onboarding for a fintech product is a stronger fit at another fintech company than a generic applicant. Search by industry vertical, not just job title, so your domain knowledge reads as a direct qualification rather than transferable experience.
Prepare a customer story for the interview
Expect at least one behavioral question about a difficult customer situation. Have a specific story ready: what the customer's problem was, how you resolved it, and what the outcome was for their account. Vague answers about 'being a team player' won't satisfy a hiring manager.
Negotiate on title and growth path, not just pay
Customer success coordinator roles vary widely in scope. During the offer stage, ask directly whether the role has a defined path to customer success manager and what the typical timeline looks like. A lower offer at a company with structured promotion beats a higher offer with no advancement.
Customer Success Coordinator Jobs: Frequently Asked Questions
Which companies are hiring the most customer success coordinators?
The most active employers for customer success coordinators right now are Intuit, SpaceX, and Amazon, and the most openings are in California, New York, and Texas, based on current listings on Migrate Mate as of November 2026. SaaS and enterprise software companies consistently post the highest volume of these roles.
How many customer success coordinator jobs are remote?
About 85% of customer success coordinator openings are fully remote or hybrid as of November 2026, reflecting the role's heavy reliance on video calls, shared dashboards, and async communication tools. Onboarding specialist and renewals coordinator sub-roles tend to have the highest share of remote-eligible postings.
How do you become a customer success coordinator?
Start by building experience in a customer-facing role such as support, inside sales, or account coordination, where you can demonstrate retention and relationship skills. Learn at least one CRM platform well enough to earn a certification. Then target coordinator postings at companies in an industry where you already have domain knowledge, since vertical familiarity shortens your ramp time significantly.
Can you get hired as a customer success coordinator with no experience?
Yes, some entry-level coordinator postings accept candidates with strong customer support backgrounds even without formal customer success titles. Focus on roles at earlier-stage companies, which often value initiative over a perfect resume. Highlight any experience managing customer relationships, resolving escalations, or working inside a CRM, and pair it with a platform certification to close the gap.
What does the customer success coordinator interview process look like?
Most processes run three to four stages: an initial recruiter screen focused on your background, a hiring manager interview with behavioral questions about customer situations, and a practical exercise such as writing a customer email or walking through how you'd handle a churn risk. Some companies add a final panel with cross-functional team members before extending an offer.
Where can I find and apply to customer success coordinator jobs?
You can find and apply to customer success coordinator jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your industry background and experience level, then apply directly to each listing that fits.
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