Coordinator_Customer Success_SPS_Trilliad_R

Job Summary

Job Title: Coordinator, Customer Succes

Location: Mumbai, India

Function: Tech Services

Role overview: You are accountable for the operational accuracy and administrative execution that enables the Customer Success team to deliver Sandler programs efficiently. You maintain the systems, data, schedules, and processes that keep client engagements organized and on track. This is not a client-facing or relationship-owning role. You work under the direction of Customer Success Managers and Directors, executing defined tasks with precision and escalating issues when they arise. Your work ensures that behind-the-scenes program administration is reliable, accurate, and consistently executed so that Customer Success team members can focus on client outcomes.

Responsibilities

• Support day-to-day administrative execution across client engagements under the direction of Customer Success Managers and Directors
• Maintain accurate client, participant, program, and activity records across Customer Success systems to ensure data integrity and operational reliability
• Track assigned tasks, program milestones, and internal deadlines to support on-time delivery of operational commitments
• Support client onboarding processes by completing defined administrative steps and coordinating required system setup activities
• Update program status, timelines, and activity information in HubSpot, Monday.com, and other assigned systems as directed
• Administer learning and training platforms by completing participant setup, enrollment, rostering, classroom configuration, and system assignments
• Process participant additions, removals, and organizational changes across applicable platforms to maintain accurate rosters and access permissions
• Coordinate Sales Performance Ecosystem onboarding and participant rostering activities in support of program launch timelines
• Prepare learning progress, completion, and training attendance reports as requested by Customer Success Managers or Directors
• Support virtual training session setup and provide launch support when available to help sessions begin on time and without technical issues
• Coordinate training scheduling by reviewing facilitator availability, managing session bookings, and processing scheduling changes as directed
• Prepare session schedules and communicate confirmed training dates and logistics to internal stakeholders
• Maintain organized and up-to-date information in assigned Customer Success systems including program timelines, milestones, assignments, and status fields
• Prepare recurring operational reports and complete routine data quality checks to identify discrepancies or missing information
• Respond to internal requests for information or administrative support and communicate task status, completion, or delays promptly
• Escalate operational issues, data discrepancies, or potential program delays to the appropriate Customer Success Manager or Project Manager for resolution
• Maintain internal documentation and follow established Customer Success workflows to ensure consistency and process compliance

Requirements

Domain-specific skills

• System navigation and data entry accuracy You work across multiple platforms daily including CRM, project management, and learning management systems, and must enter and update information without error because inaccurate data creates operational risk and client delivery problems
• Task coordination across multiple concurrent programs You support several client engagements simultaneously with overlapping timelines and dependencies, requiring you to track what is due when and ensure nothing is missed or delayed
• Process adherence and workflow execution You follow established Customer Success processes step-by-step to ensure consistency and reliability across all

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.