Customer Success & Sales Operations Coordinator

---

Customer Success & Sales Operations Coordinator Company Overview Cellar AI is revolutionizing point-of-purchase marketing by transforming sales associates into top brand influencers. Our mission is to reshape the future of retail marketing, empowering these associates with high-performance educational marketing and micro-incentives. Leveraging insights from behavioral economics, we're redefining the role of sales associates, turning them into skilled marketers who drive sales at the point of purchase. Our technology solution is fun, rewarding, and seamless, designed to elevate brand equity and create unforgettable customer experiences. By empowering all stakeholders in the retail industry, Cellar is setting a new standard in the retail ecosystem. Position Summary We are seeking a dedicated and detail-oriented Customer Success & Sales Operations Coordinator to join our dynamic team. In this role, you will be responsible for ensuring clients receive outstanding service, coordinating campaign deliverables, and managing key sales operations functions such as pipeline tracking and outreach coordination. You will act as the voice of the client internally while also supporting our Sales team with data, reporting, and process improvements. Ideally, you have aspirations to grow into a Customer Success or Campaign Manager role and are eager to learn the ins and outs of our retail marketing ecosystem. This role will initially focus on Cellar, and expand into other retail verticals (Beauty, Sporting Goods, etc.) as we continue to grow. This role will report directly to the CEO and offers the opportunity to evolve into a strategic leadership position overseeing and guiding the company’s continued growth. Key Responsibilities: Customer Success Coordination - Serve as the main point of contact for clients, providing prompt and proactive communication. - Coordinate campaign scope and timelines, ensuring on-time and high-quality deliverables. - Take detailed notes on client calls and provide concise recaps, follow-ups, and agendas. - Assign tasks and clarify priorities with internal teams (Sales, Ops, Engineering, Creative). - Manage campaign postings, including setup of demos and ongoing updates in our platform(s). - Oversee client calendars, meeting scheduling, and recurring project tasks in Asana or similar project management tools. - Surprise and delight clients with new insights, optimizations, and recommendations. - Administer monthly and quarterly newsletters, user tickets, feedback loops, and internal status reporting. Sales Operations - Manage and monitor the sales pipeline, coordinating with external SDR services (e.g., Scout) and internal teams. - Track outreach metrics (emails sent, response rates, conversions) and regularly update pipeline reports. - Prepare and present pipeline updates for management, highlighting progress, challenges, and key conversions. - Preparing sales documentation for pipeline clients in good time (decks, contracts, cost proposals, pilot proposals etc) Project & Creative Management - Coordinate creative content needs—video briefs, sell sheets, marketing collateral—across multiple stakeholders. - Ensure client briefs, demos, or other content pieces move smoothly from ideation to completion. - Oversee quality control of creative assets, providing feedback and ensuring alignment with project objectives. - Work with cross-functional teams (e.g., design, engineering) to deliver consistent and timely results. What you bring: - Any coordination experience whether in sales, customer success, agency, or creative teams - Excellent communication, facilitation, and interpersonal skills - Strong attention to deadlines and budgetary guidelines - Strong organizational skills and next-level attention to detail - Proven success working with all levels of management - Experience in coaching project team members to strengthen their abilities and skill sets - You’re passionate about technology and building a business - You’re organized, highly adaptable, and have good communication on all channels (email, text, Slack, etc.) - Be able work autonomously and collaboratively Job Details: This is a remote position open to global candidates. The salary range for this role is depending on experience & location. Qualifications - Professional experience in Customer Support, Customer Satisfaction, and Customer Service - Strong analytical skills to analyze customer data and recommend improvements - Excellent communication skills, both written and verbal - Ability to multitask and prioritize effectively - Bachelor's degree in Business Administration, Marketing, or related field - Experience in the retail industry is a plus - Proficiency in Google Workspace and CRM software. Design tools like Figma, Canva, Asana, Notion, Slack, ChatGPT are an added bonus

Keyword: marketing