Customer Success Coordinator

FMG

Customer Success Coordinator at FMG guiding financial advisors through website builds using AI tools. Overseeing projects, client communication, and leveraging proprietary CMS in a collaborative environment.

Posted 6/2/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $38,000 - $40,000 per yearWebsite

About the role

Key responsibilities & impact

Lead clear and professional communication with advisor clients via phone, email, and video conference to collaborate on building their website
Use Claude, Gemini, and the FMG Assistant as part of your daily workflow to accelerate client communication, project tracking, content review, and creative problem solving
Build advisor websites using FMG's proprietary content management system (CMS), translating client direction into a polished, brand accurate site
Log every client communication and project activity in HubSpot to maintain a complete record of the build
Manage a concurrent workload of 30 plus active projects, keeping each one on schedule and within scope
Set clear expectations with advisor clients throughout the setup process, keeping them on target and within the agreed timeframe
Adapt your approach to a wide range of clients, from hands on subscribers to those who want more guidance and support
Partner with Front End Developers, Copywriters, Designers, Fulfillment, and Onboarding to move builds forward and resolve blockers quickly
Leverage FMG's full suite of tools, including HubSpot, Google Workspace (Gmail, Sheets, Docs, Meet), Slack, Figma, and the FMG CMS
Participate in team meetings, project standups, design reviews, and ongoing training
Stay current on AI tooling and FMG process improvements, proactively suggesting ways to streamline the build experience
Thrive in a fast paced, AI forward environment and have fun as we grow together
Access to a private and secure workspace, free from distractions
Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
An internet connection with speeds of 5 Megabits down and 3 Megabits up (5mbps and 3mbps)

Requirements

What you’ll need

Real world experience or related college degree required
Two plus years of customer service or customer support experience
AI fluency in Claude, Gemini, and the FMG Assistant as a core competency, with comfort using these tools in a production workflow
Project management experience is a plus
CRM experience, with HubSpot familiarity a plus
Professional written and verbal communication skills, with the ability to stay calm, warm, and clear in client facing conversations
An eye for design and the ability to give useful feedback on layout, content, and visual presentation
Detail oriented, organized, and able to juggle multiple priorities with grace
Self motivated and able to function both independently and within a team structure
Strong time management and the ability to manage expectations, set schedules, and keep deliverables on track as agreed to
Comfortable brainstorming and offering creative solutions to challenges big and small
Quick on your feet and able to field questions and challenges as they happen.
Excellent follow up and follow through skills
Experience with Apple Macs, Google Workspace, Slack, HubSpot, and other online tools is desired. The ability to quickly learn these and other tools is more important.

Benefits

Comp & perks

Medical with $0 co-pay
Telehealth plan
Dental
Vision
Health Savings Account (HSA) with generous employer contributions
Flexible Spending Accounts (FSA)
Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
Company-paid Short & Long Term Disability coverage
Company-paid Employee Assistance Program (EAP)
Matching 401(k) with immediate full vesting
On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit
Internet & Gym Reimbursement!
Comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
Generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

AI fluencyproject managementcustomer servicecontent management system (CMS)design feedbacktime managementdetail orientedorganizational skillscreative problem solvingcommunication skills

Soft Skills

professional communicationself motivatedteam collaborationadaptabilitymulti-taskingcalm under pressurewarm communicationfollow up skillscreative brainstorminggrace under pressure