Client Success Specialist

Expected Salary: $50,000+

Job Summary

The Client Success Specialist is a mission-driven professional responsible for supporting participant success throughout their journey, from enrollment to graduation and job placement. This role ensures participants are connected to the tools, services, and opportunities needed to overcome barriers and achieve long-term career success in technology. Reporting to the Programs Department Lead, the Client Success Specialist serves as a critical link between participants, partners, and internal teams to build a high-impact, equitable, and supportive experience for all.

Job Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty and responsibility competently. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties may be assigned to meet business needs.

  1. Guide participants through onboarding and enrollment, including eligibility checks and intake assessments.

  2. Connect participants to financial assistance, wraparound resources (e.g., housing, childcare, transportation), and support services.

  3. Maintain up-to-date participant records in Microsoft Dynamics and ensure progress tracking and follow-up.

  4. Lead digital literacy classes and provide access to digital equity tools (devices, internet, software).

  5. Support connections to training programs, certifications, job readiness cohorts, and career pathways.

  6. Build and maintain relationships with employers, training partners, and tech companies to support job placement.

  7. Facilitate mentorship and networking opportunities with professionals and alumni.

  8. Represent the organization at community events, employer meetings, and internal forums.

  9. Identify participant barriers and coordinate interventions with internal and external support teams.

  10. Celebrate participant milestones and maintain engagement through regular outreach.

  11. Track participant engagement and success metrics across the client lifecycle.

  12. Perform other duties as assigned to support participant success.

Minimum Qualifications

To perform this job successfully, an individual should possess the knowledge, skills, and abilities listed and meet the amount of education, training, and/or work experience required.

Education

  • Bachelor's degree in business, social work, education, or a related field; or equivalent combination of education and experience.

Experience

  • 2+ years of experience in program delivery, case management, workforce development, or client services.

  • Deeply intuitive customer service and interpersonal skills, with a track record of managing participant or client relationships with a warm, welcoming dynamic.

  • Proficient with CRM systems, and skills in Microsoft Dynamics are a major plus.

  • Highly organized, detail-oriented, and capable of managing multiple priorities.

  • Experience working with underserved communities and advocating for equitable access to resources.

Knowledge, Skills, and Abilities

  • Strong communication, problem-solving, and follow-through.

  • Ability to build trust and motivate individuals from diverse backgrounds.

  • Collaborative and proactive team player.

  • Tech-savvy and comfortable with digital tools and learning platforms.

  • Able to give and receive constructive feedback.

  • Creative thinker with a growth mindset and solution-oriented approach.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Hybrid schedule with in-office presence expected 1-2 times per week.

  • Some travel may be required to meet with funders and represent the company externally.

  • Able to lift up to 20 lbs.

This job description should not be construed to imply that these requirements are the only standards for the position. Incumbents will follow any other instructions and perform any other related duties as may be required. The company has the right to revise this job description at any time. The company is an “at will” employer, and as such, neither this job description nor your signature constitutes any form of contractual arrangement between you and the company.

How to Apply

Please send your updated resume and cover letter to Michael@joinutmlorg.