Customer Success Coordinator

Surfside is an end-to-end marketing technology company that has built a first of its kind data activation and customer acquisition platform that provides brands and retailers the ability to manage, enrich and activate all of their customer data in order to increase awareness, traffic, and ultimately sales. We work with many clients and advertisers across different verticals and have a core focus in the Cannabis industry as we bring unique technology to a complex and massive vertical. We are looking for innovative, action-oriented professionals with the desire and initiative to make a major impact for the leading technology platform in the Cannabis space as we continue to expand within Cannabis and to other verticals.

The Opportunity:

At Surfside, the work environment is collaborative, fast-paced and team-driven. We are currently seeking a Customer Success Coordinator which is an entry-level role and will focus on supporting a Senior Customer Success Manager counterpart and their direct client relationships. The Customer Success Coordinator will focus on analyzing data to work with their Senior counterpart to make sure we are strategically optimizing, maintaining and upselling our current clients.

The Customer Success team’s core responsibility is to maintain existing accounts and assist with campaign implementation and reporting. You will work closely with sales, clients, ad ops and engineering to help support our rapid client and revenue growth. Your core focus will be to inform your Senior Customer Success Manager lead with your product expertise and real-time knowledge on live campaigns within the Surfside platform to ensure revenue growth and platform adoption. With the help of your Senior Customer Success Manager counterpart, you will be responsible for developing reporting materials, optimization reports and business reviews that exhibit and inform our clients how to best utilize the Surfside technology to meet and exceed their KPIs. The ideal candidate works well in groups, is a creative thinker, organized, and committed to excellence in customer service.

Essential Duties & Responsibilities:

• Work with their Senior Customer Success Manager counterpart to lead, manage, and proactively grow relationships with key clients and agency partners
• Help onboard clients to Surfside’s self-service dashboard, and become an expert in the Surfside UI to ensure clients are comfortable navigating it on their own
• Help document workflows and processes to ensure we are properly analyzing, documenting and flagging any campaign trends
• Dive deep into campaign performance data; guide KPI driven measurement strategies, identify performance trends, optimize campaigns to achieve results, and provide recommendations for upsell opportunities
• Ability to understand data and trends to “tell a story” to a client through reportable insights, case studies, and optimization recommendations
• Recognize upsell opportunities; lead and influence clients to invest when opportunities arise
• Support Sales throughout campaign process by being active participant on client meetings for reporting updates, business reviews and campaign performance
• Develop a strong understanding of Surfside's value proposition and become an expert in our product offering (current and future)

Requirements:

• Bachelor’s Degree, Associate Degree, or equivalent work experience
• Strong organizational, project management and communication skills
• Advanced Excel and PowerPoint skills, as well as experience with analyzing datasets and delivering actionable insights
• Incredibly data driven, with deep understanding of advertising performance metrics
• Passion for technology, media measurement, programmatic advertising and consumer insights
• Self driven and motivated; ability to handle multiple projects at once

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.