Client Success Coordinator (Data Operations)

Position Overview

The Client Success Coordinator (Data Operations) plays a critical role in keeping our client operations tight, visible, and accountable. This role is responsible for collecting weekly recruiting data from trucking clients, maintaining accurate records across internal systems, and ensuring the Client Success team has real-time insight into client performance.

This is a detail-driven, systems-focused role for someone who enjoys structure, patterns, and clean data—and understands that good decisions only come from accurate information.

Mission Statement

Our mission is to maintain crystal-clear visibility into every client’s recruiting performance by consistently collecting, organizing, and reporting accurate data. Through structured communication and precise record-keeping, we help the team make smarter decisions, spot trends early, and ensure every trucking client sees measurable progress each week.

Core Responsibilities
Weekly Client Check-In & Data Collection

Conduct weekly check-in calls with assigned trucking clients

Collect key recruiting metrics, including:

Number of applicants received

Number of interviews completed

Number of hires made

Total ad spend (if available)

Current hiring needs (open positions, new trucks, expansion plans, etc.)

Log all data into the Client Data Form or internal GoHighLevel (GHL) form

Confirm weekly completion status for each client in the master tracking sheet

Flag red-zone accounts (no hires, paused ads, unresponsive clients) to senior Client Success Managers

Data Entry & System Syncing

Enter and maintain accurate data across:

Master Data Sheet (company-wide overview)

Individual Client Sheets (client-facing visibility)

Ensure all sheets sync correctly with GHL dashboards

Verify data is entered under the correct client profile

Perform weekly audits to catch duplicates, inconsistencies, or missing fields

CRM Coordination

Create tasks and notes inside Driver Deploy (GoHighLevel) to document:

Required CSM follow-ups

Clients needing campaign or performance reviews

Missing data or recurring performance patterns (e.g., low lead quality)

Maintain simple, consistent tagging or pipeline updates, such as:

Data Collected ?

Needs Review ??

Client Unreachable ?

Internal Communication

Post a concise end-of-day (EOD) summary in Slack (#clients-updates channel), including:

Number of clients collected

Issues flagged

Tasks created

Clients missing data

Proactively coordinate with Client Success Leads when anomalies or trends appear

Weekly Deliverables

Data collected for all assigned clients (weekly, no gaps)

Master sheet fully updated and verified (weekly)

End-of-day Slack summary reports (daily)

Red Zone report identifying clients with no hires, missing data, or recurring issues (weekly)
Skills & Tools

Tools:

GoHighLevel (Driver Deploy)

Google Sheets

Slack

Loom

Skills:

High attention to detail and data accuracy

Light analytics and pattern recognition

CRM task and workflow management

Clear, concise written communication