Client Success Coordinator at Tax Management Assoc – Charlotte, North Carolina

Overview

Tax Management Associates, Inc. (TMA) is seeking a detail-oriented and proactive Client Success Coordinator to support client engagements and ensure a smooth, high-quality experience from kickoff through completion. This role plays a key part in coordinating communication, tracking progress, and contributing to the successful delivery of client projects.

The Client Success Coordinator works closely with Sales, Operations, and Clients to help keep engagements organized, on schedule, and aligned with expectations. This position requires strong organizational skills, attention to detail, and the ability to follow through on multiple tasks and deadlines.

Success in this role is defined by the ability to support both client experience and operational execution, helping ensure strong client satisfaction, successful delivery of engagements, and contribution to retention and long-term client relationships.

This role requires approximately 40–50% travel for client meetings and industry events. Reports to the Chief Revenue Officer.

Key Responsibilities

• Support client onboarding and kickoff processes to ensure a smooth transition from Sales to Operations
• Coordinate and participate in client meetings and on-site visits, including preparation, scheduling, and follow-ups
• Serve as a primary point of contact for client communication and coordination
• Track progress across client engagements, ensuring timelines, deliverables, and milestones stay on track
• Monitor account activity and proactively flag delays, gaps, or risks to senior team members
• Maintain organized and accurate records of client activity and documentation
• Assist Operations in preparing and delivering project status reports
• Coordinate with Sales and Operations to ensure alignment on expectations, timelines, and deliverables
• Assist Operations in collecting required documentation, inputs and files to ensure timely client participation
• Support internal reporting on account status, progress, and key updates
• Contribute to a positive client experience through responsiveness, organization, and attention to detail
• Assist with renewal and continuation processes as needed
• Escalate any risks to client satisfaction or engagement as needed

Qualifications

• 2–5+ years in Client Services, Customer Success, Sales Support, or Operations coordination
• Strong organizational skills with the ability to manage multiple priorities
• High attention to detail and consistent follow-through
• Excellent communication and interpersonal skills
• Comfortable working cross-functionally in a fast-paced environment
• Willingness to travel regularly for client meetings, site visits and industry conferences
• High Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook).
• Bachelor’s degree required.

What Success Looks Like

• Projects stay organized, on track, and moving forward
• Clients feel informed, supported, and confident throughout the process
• Internal teams stay aligned because of your coordination and follow-up
• You anticipate needs, stay ahead of deadlines, and ensure nothing falls through the cracks

Key Traits

• Highly organized and detail-oriented
• Proactive and dependable
• Strong sense of accountability
• Team-oriented and collaborative
• Client-focused mindset

Why Choose TMA?

Tax Management Associates (TMA) is a national property tax consulting and audit firm serving state and local government clients exclusively. For more than 45 years, TMA has delivered expert services in property taxation and tax administration, combining deep industry knowledge with innovative solutions. Our continued growth supports professionals nationwide who build strong client relationships and deliver high-quality services across the country. Learn more at www.TMA1.com.

We offer competitive salaries and a comprehensive benefits package, intensive training, career growth opportunities, and an environment that supports work-life balance, including:

Tax Management Associates (TMA) is a proud supporter of our U.S. military, veterans, and their families. We are members of the Employer Support of the Guard and Reserve (ESGR) and the Wounded Warriors Project’s Warriors To Work program. Veterans are strongly encouraged to apply.

Tax Management Associates (TMA) is an equal opportunity employer committed to an inclusive workplace and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.