Client Success Coordinator
Job Posted:
role overview
As a Client Success Coordinator at Lysterra, you’ll keep clients informed, supported, and confident throughout their work with our accounting team. You’ll coordinate onboarding, organize requests and deadlines, and turn complex updates into clear next steps. This part-time hybrid role suits someone who enjoys building relationships and keeping a busy service team organized.
responsibilities
• Guide new clients through onboarding and collect required information
• Coordinate meetings, document requests, and follow up on agreed deadlines
• Share clear progress updates and route technical questions to the right specialist
• Keep client records and service checklists organized
• Flag blockers early and help improve the client experience
qualifications
• 2+ years in client support, customer success, or service coordination
• Clear written and spoken communication
• Strong organization and reliable follow-through
• Confidence using shared calendars, spreadsheets, and client-management tools
• Care when handling confidential business information
nice-to-haves
• Experience supporting an accounting or professional-services team
• Familiarity with client onboarding and CRM workflows
• Comfort translating technical updates into plain language
benefits & perks
Enjoy a predictable part-time schedule with flexible hybrid working, structured onboarding, professional development and mentoring, and paid time off proportional to the agreed schedule.
department
Client Services
location
San Francisco, CA
Hybrid
Employment type
Part-Time
Salary range
$78,000
$95,000