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Client Success Coordinator Jobs in Reno, NV (NOW HIRING)

KEYSTONE CPAS LLC

Client Success Manager

Reno, NV · On-site

Director of Operations Role Summary The Client Success Manager (CSM) is responsible for owning the client journey from initial inquiry through onboarding, engagement, and ongoing service coordination.

Keystone CPAs LLC

Client Success Manager

Reno, NV · On-site

$60K - $70K/yr

The Client Success Manager also makes sure engagements are properly onboarded, deadlines are ... The role is highly client-facing and coordination-intensive. You will frequently be the first point ...

MiconeStaffing

Project Coordinator

Reno, NV

Project Coordinator -- Launch Your Career With a Team That Invests in You Reno, NV (on-site ... client-focused mindset * Positive attitude and hunger to learn What success looks like: happy ...

DJ&A

Project Manager

Reno, NV · On-site

Manage the financial success of projects in conjunction with the project coordinator, accounting manager, and group leader. * Establish and maintain client contacts on technical and project ...

Open Mind Health

Client Liaison

Reno, NV · On-site

$17 - $20/hr

This role supports scheduling, coordination, insurance readiness, communication, and continuity of ... Escalate concerns appropriately and collaborate with internal teams as needed What Success Looks ...

MiconeStaffing

Staffing Coordinator

Reno, NV

$18.25 - $23.50/hr

Build and maintain a strong pipeline of candidates and client relationships * Represent the company ... Works quickly while maintaining high quality and professionalism What Success Looks Like

UHS

Benefits Coordinator

Reno, NV · On-site

We believe that diversity and inclusion among our teammates is critical to our success. Avoid and ... Our recruiters will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc.

CBRE

Project Coordinator-Data Center

Sparks, NV · On-site

Good client management and building goodwill. * Capacity to empower, lead and boost morale of teams ... company's success. CBRE provides reasonable accommodations in job application procedures for ...

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Client Success Coordinator information

See Reno, NV salary details

$28.9K

$49.7K

$75.3K

How much do client success coordinator jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success coordinator in Reno, NV is $49,743.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $54,800.00 per year, depending on experience, location, and employer.

What does a client success coordinator do?

A Client Success Coordinator is responsible for ensuring that clients have a positive experience with a company's products or services. They act as a liaison between the client and the company, addressing questions, resolving issues, and helping clients achieve their goals. Their duties often include onboarding new clients, providing ongoing support, and monitoring client satisfaction to foster long-term relationships. By proactively communicating and offering solutions, Client Success Coordinators help increase client retention and loyalty.

What are the key skills and qualifications needed to thrive as a client success coordinator, and why are they important?

To thrive as a Client Success Coordinator, you need strong customer relationship management, problem-solving abilities, and organizational skills, often supported by a bachelor’s degree in business, communications, or a related field. Familiarity with CRM software like Salesforce or HubSpot, as well as proficiency in project management tools, is typically required. Outstanding communication, empathy, and multitasking are vital soft skills for building trust and addressing client needs effectively. These skills ensure client satisfaction, retention, and the smooth delivery of services, which are critical for business growth and reputation.

How does a client success coordinator typically collaborate with other departments to support client goals?

As a Client Success Coordinator, you’ll work closely with teams such as sales, product development, and support to ensure clients achieve their desired outcomes. This role often involves facilitating communication between the client and internal teams, relaying client feedback, and helping to resolve any challenges quickly. Effective collaboration ensures that client needs are understood and met, making cross-functional teamwork a core part of daily responsibilities. Building strong relationships with colleagues across departments is crucial for proactively addressing client concerns and driving overall satisfaction.

What is the difference between Client Success Coordinator vs Customer Service Representative?

AspectClient Success CoordinatorCustomer Service Representative
Required CredentialsTypically a bachelor's degree; experience in client managementHigh school diploma or equivalent; customer service experience
Work EnvironmentProactively manages client accounts, often in B2B settingsResponds to customer inquiries, often in call centers or retail
Employer & Industry UsageUsed in SaaS, tech, and service industries focusing on client retentionCommon across retail, telecom, and hospitality sectors

The main difference is that a Client Success Coordinator focuses on building long-term relationships and ensuring client success, often with proactive outreach. In contrast, a Customer Service Representative primarily handles reactive support and resolves immediate customer issues. Both roles require strong communication skills but serve different functions within the customer experience spectrum.

What is a client success coordinator?

A client success coordinator is a professional responsible for managing client relationships, ensuring customer satisfaction, and helping clients achieve their goals with a company's products or services. They often coordinate communication between clients and internal teams, utilize customer relationship management (CRM) tools, and may require strong communication and problem-solving skills. The role typically involves onboarding, support, and ongoing account management to promote client retention and success.

What are the most commonly searched types of Client Success jobs in Reno, NV?

The most popular types of Client Success jobs in Reno, NV are:

What are popular job titles related to Client Success Coordinator jobs in Reno, NV?

For Client Success Coordinator jobs in Reno, NV, the most frequently searched job titles are:

What job categories do people searching Client Success Coordinator jobs in Reno, NV look for?

The top searched job categories for Client Success Coordinator jobs in Reno, NV are:

What cities near Reno, NV are hiring for Client Success Coordinator jobs?

Cities near Reno, NV with the most Client Success Coordinator job openings:

Client Success Coordinator jobs near you
Infographic showing various Client Success Coordinator job openings in Reno, NV as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $49,743 per year, or $23.9 per hour.

Client Success Manager

KEYSTONE CPAS LLC

Reno, NV • On-site

Full-time

Re-posted 2 days ago

Job description

Description

Client Success Manager (CSM)

Location: Reno, NV (Onsite)
Reports To: Director of Operations

Role Summary

The Client Success Manager (CSM) is responsible for owning the client journey from initial inquiry through onboarding, engagement, and ongoing service coordination. This role ensures no client falls through the cracks-driving communication, workflow execution, and follow-through across teams.

This position sits at the center of Keystone's client experience, partnering closely with Principals, Tax Managers, and Operations to ensure work is properly initiated, tracked, and completed with excellence.

Key Responsibilities

Client Success Manager

Client Intake & Onboarding
  • Serve as the first point of contact for inbound leads from HubSpot CRM
  • Respond to inquiries, qualify needs, and route appropriately
  • Schedule initial consultations for Principals and Billers via Outlook
  • Prepare and send engagement letters using DocuSign and Ignition
  • Monitor engagement status (sent, signed, pending, inactive) and follow up as needed
  • Ensure completed engagement letters are properly filed and transitioned into active workflows and project fees are noted
Workflow & System Coordination
  • Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone SOPs)
  • Ensure every signed engagement is assigned to the appropriate team member
  • Assist Project Manager to track project status and confirm work is actively progressing
  • Assist Project Manager to close gaps between "engagement signed" ? "work started" ? "work completed"
Client Relationship Management
  • Maintain visibility across client ledgers and service needs (tax planning, consulting, compliance)
  • Proactively flag clients who may be overlooked or underserved
  • Coordinate with Managers and Principals to ensure continuity of service
  • Support outreach for:
    • Tax planning opportunities
    • Consulting engagements
    • Follow-ups on inactive or stalled clients
Billing & Engagement Support
  • Partner with Billers, Principals. and AR Manager to:
    • Ensure tax returns and projects are billed timely
    • Confirm signatures are obtained where required
    • Maintain alignment between work performed and engagement scope
  • Monitor clients where work has begun prior to signed engagement letters and ensure proper documentation is completed
Communication & Troubleshooting
  • Provide high-quality phone and email support to clients
  • Troubleshoot client issues related to onboarding, portals, engagement letters, and communication gaps
  • Act as a central point of coordination between clients and internal teams
Tools & Systems
  • HubSpot CRM
  • CCH Axcess
  • DocuSign
  • Ignition
  • Microsoft Outlook (calendar + communication management)
What Success Looks Like
  • Every lead receives a timely and professional response
  • No signed engagement letter sits unassigned or untouched
  • Clients move seamlessly from inquiry ? onboarding ? active work
  • Billing and signatures are completed without delays
  • Managers and Principals have clear visibility into client status
  • Clients feel known, supported, and proactively served
Growth Opportunity

This role offers a clear path into more client-facing advisory work, operations leadership, or project management within Keystone.

Requirements

Key Skills & Qualifications
  • Strong organizational and follow-through skills (nothing falls through the cracks)
  • Excellent communication and client-facing presence (phone + email)
  • Experience with CRM systems (HubSpot strongly preferred)
  • Comfort working across multiple systems and workflows
  • Ability to prioritize and manage multiple moving pieces
  • Problem-solving mindset with a proactive approach

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