{"id":1947884,"url":"https://alion.io/job/sandler-coordinator-customer-success","title":"Coordinator, Customer Success","company":{"id":456235,"name":"Sandler","domain":"sandler.com","url":"https://alion.io/company/sandler-3","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Asana","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"Monday.com","optional":false}],"status":"live","first_seen_at":"2026-10-06T06:39:02Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-10-17T15:48:10Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"What you will do\nYou are accountable for the operational accuracy and administrative execution that enables the Customer Success team to deliver Sandler programs efficiently. You maintain the systems, data, schedules, and processes that keep client engagements organized and on track. This is not a client-facing or relationship-owning role. You work under the direction of Customer Success Managers and Directors, executing defined tasks with precision and escalating issues when they arise. Your work ensures that behind-the-scenes program administration is reliable, accurate, and consistently executed so that Customer Success team members can focus on client outcomes.\nWhich means that on a day-to-day basis, you will:\nCustomer Success Program Administration\nSupport day-to-day administrative execution across client engagements under the direction of Customer Success Managers and Directors\nMaintain accurate client, participant, program, and activity records across Customer Success systems to ensure data integrity and operational reliability\nTrack assigned tasks, program milestones, and internal deadlines to support on-time delivery of operational commitments\nSupport client onboarding processes by completing defined administrative steps and coordinating required system setup activities\nUpdate program status, timelines, and activity information in HubSpot, Monday.com, and other assigned systems as directed\nLearning Platform and Participant Administration\nAdminister learning and training platforms by completing participant setup, enrollment, rostering, classroom configuration, and system assignments\nProcess participant additions, removals, and organizational changes across applicable platforms to maintain accurate rosters and access permissions\nCoordinate Sales Performance Ecosystem onboarding and participant rostering activities in support of program launch timelines\nPrepare learning progress, completion, and training attendance reports as requested by Customer Success Managers or Directors\nTraining Coordination and Scheduling Support\nSupport virtual training session setup and provide launch support when available to help sessions begin on time and without technical issues\nCoordinate training scheduling by reviewing facilitator availability, managing session bookings, and processing scheduling changes as directed\nPrepare session schedules and communicate confirmed training dates and logistics to internal stakeholders\nSystems Maintenance and Reporting\nMaintain organized and up-to-date information in assigned Customer Success systems including program timelines, milestones, assignments, and status fields\nPrepare recurring operational reports and complete routine data quality checks to identify discrepancies or missing information\nRespond to internal requests for information or administrative support and communicate task status, completion, or delays promptly\nEscalate operational issues, data discrepancies, or potential program delays to the appropriate Customer Success Manager or Project Manager for resolution\nMaintain internal documentation and follow established Customer Success workflows to ensure consistency and process compliance\nHow you’ll do it\nBecause how we do things matters just as much as what we do at Trilliad, our Leadership Principles should act as a compass directing the everyday behavior of every teammate across the organization:\n\nGrowth Obsessed. For our business, our clients, and our Selves.\n\nCreate Client Value. Become irreplaceable\n\nBusiness is Personal. Cultivate relationships. Make space for connection. Care about each other.\n\nTighten-Up. Focus, discipline, and rigor count.\n\nLighten-Up. Humor and laughter deepen bonds.\n\nStrategy Without Execution Is Just Dreaming. Hope is not a strategy. Vision matters-so does execution.\n\nYou Have the Ball. Be accountable. Take action. Go the distance.\n\nBe One Team. No lone wolves. Have each other’s back and help each other out.\n\nRun Towards Problems. Symptoms signal deeper causes. Find the root.\n\nRaise The Bar. Good is the enemy of great. Better never stops-be a Difference-Maker!\n\nHave the Hard Conversation. Be direct and empathetic. Speak the truth, kindly. Feedback is a gift.\n\nConfusion Is a Choice. Stay curious-Seek to understand. Share context-seek to be understood.\n\nCelebrate Results. Make recognition a habit. Shine a light on what’s working, big or small.\n\nThe Journey Matters. Meaningful work takes time. Be patient. Think: the next 90 days and the next 10 years.\n\nThink “We” not “Me.” Prioritize what’s best for the business, the team, and the journey.\n\nWhat You’ll Bring - Skills, Knowledge, and Experience\nAll Difference-Makers are expected to meet the Trilliad Standard for Transferable Skills and Knowledge, which defines the core capabilities every teammate must bring-regardless of role, function, or level.\n\nTrilliad transferable skills\n\nTrilliad transferable knowledge\n\n· Contextual Awareness\n· Critical Reasoning and Thinking\n· Data/Analytic Acumen\n· Empathy\n· Judgment and Discernment\n· Moral Courage\n· Pattern Recognition and Systems Thinking\n\n· AI Literacy\n· Responsible and Effective AI Use\n· Trilliad’s Business and Commercial Context\n\nThe following domain-specific Skills, Knowledge, and Experience are additionally required in order for you to be great in this role.\nDomain-specific skills\nSystem navigation and data entry accuracy - You work across multiple platforms daily including CRM, project management, and learning management systems, and must enter and update information without error because inaccurate data creates operational risk and client delivery problems\nTask coordination across multiple concurrent programs - You support several client engagements simultaneously with overlapping timelines and dependencies, requiring you to track what is due when and ensure nothing is missed or delayed\nProcess adherence and workflow execution - You follow established Customer Success processes step-by-step to ensure consistency and reliability across all client programs, and must recognize when a situation does not fit the standard process and requires escalation\nMicrosoft Excel for scheduling and reporting - You prepare reports, manage participant rosters, track program timelines, and organize operational data in spreadsheets that others rely on for decision-making\nWritten communication for internal coordination - You send clear status updates, schedule confirmations, and task completion notifications to Customer Success Managers, Project Managers, Facilitators, and Sales team members who need accurate information to do their work\nDomain-Specific Knowledge\nCustomer Success operational workflows in professional services or B2B training environments - You must understand how client programs move from sale to onboarding to delivery so that you can execute administrative tasks in the correct sequence and recognize when something is off-track\nLearning management system structure and participant administration - You need to know how users, courses, enrollments, and organizational hierarchies work in LMS platforms so that you can set up participants correctly and troubleshoot access or rostering issues\nCRM and project management platform functionality for program tracking - You must understand how HubSpot, Monday.com, or similar tools organize client records, timelines, tasks, and status fields so that updates you make are accurate and visible to the right people\nVirtual training platform setup and session launch procedures - You should know how to configure virtual classrooms, manage participant access, and support session start activities so that facilitators and participants experience smooth technical execution\nDomain-specific experience\n1+ years in an administrative support, operations coordination, project support, or business operations role where accuracy, organization, and follow-through were essential to team success\nExperience working with CRM platforms such as HubSpot or Salesforce, project management tools such as Monday.com or Asana, or learning management systems in a data entry, reporting, or user administration capacity\nDemonstrated ability to manage multiple concurrent priorities and deadlines in a professional services, training delivery, or B2B client support environment\nAbout Trilliad\nTrilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.\nAt Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture and at Trilliad we make ours intentional-anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad-purposeful, lived, and continually developed.\nThe Trilliad Agreement \nIf you want to be part of building a truly great growth company-and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike-then you might be a fit for Trilliad. \nAccepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do. \nWhen you show up in this way-bringing your best and living our Leadership Principles-you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive. \nA workplace where we grow: \nYou’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar. \nYou’ll have access to world-class training and development. \nYou’ll have the clarity and tools to deliver results that matter. \nA workplace where we connect: \nYou’ll be guided by leaders who are worth following. \nYou’ll build relationships that go beyond the job. \nYou’ll be invited to offer thoughtful feedback, and when you do your voice will be heard. \n A workplace where we thrive: \nGreat results will be recognized and celebrated. \nYou’ll work in an environment with teammates who have your back. \nYou’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.","description_format":"text","description_chars":11228,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["E-learning","Management Consulting"],"lifecycle":[{"event":"open","at":"2026-10-06T08:08:01Z"}],"visa":[],"liveness":{"score":72,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.797,"p_room":0.9,"age_days":10,"expected_fill_days":27,"reasons":["conf:3","win:mid"],"computed_at":"2026-10-17T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/sandler-coordinator-customer-success","json_url":"https://alion.io/job/sandler-coordinator-customer-success.json","meta":{"generated_at":"2026-10-17T18:03:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":622,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-18T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":456235},"rest":"https://alion.io/mcp/rest/get_company?id=456235"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsandler-coordinator-customer-success"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsandler-coordinator-customer-success"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsandler-coordinator-customer-success"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/sandler-coordinator-customer-success\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsandler-coordinator-customer-success"}]}