Customer Transition Coordinator

21 Minutes ago • 2 Years + • $49,194 PA - $82,197 PA
Customer Service

Job Description

As a Customer Transition Coordinator – Boutique, you will be the primary contact for customers ending their partnership, ensuring a smooth, professional, and positive exit experience to foster future re-engagement. You will collaborate across departments to manage the offboarding process from start to finish, focusing on clear communication, organization, and empathetic brand representation. This role is ideal for someone who thrives in a fast-paced, team-oriented environment and excels at building meaningful customer connections during challenging transitions.
Good To Have:
  • Customer success, account management, or project management experience
  • A background working with boutique businesses or creative industries
Must Have:
  • Own the offboarding process for Boutique customers
  • Serve as the primary point of contact for departing customers
  • Coordinate cross-functionally with teams (Sales, Customer Success, Implementation, Finance, Product, Support)
  • Manage key transition deliverables (data exports, final invoicing, service deactivations)
  • Maintain detailed records in internal systems (CRM, task trackers)
  • Gather feedback and insights from departing customers
  • Identify process improvements and contribute to refining the customer journey
  • Protect and promote goodwill
  • Customer-first mindset with a strong sense of empathy and professionalism
  • Excellent communication and relationship-building skills
  • Detail-oriented and highly organized, able to manage multiple priorities with accuracy and composure
  • A proactive problem solver who anticipates needs and takes initiative
  • A team player who collaborates effectively across departments
  • Comfort with CRM tools (preferably Salesforce) and strong documentation habits
  • Bachelor’s degree in Business, Communications, Marketing, or a related field (or equivalent experience)
  • 2+ years in a customer-facing role, ideally within boutique, small business, or SaaS environments
Perks:
  • Flexible paid time off
  • Affordable health, dental, and vision insurance options
  • Monthly fitness reimbursement
  • 401(k) matching
  • New-Parent Paid Leave
  • Casual work environments
  • Remote work

Add these skills to join the top 1% applicants for this job

saas-business-models
account-management
communication
team-player
game-texts
salesforce

Company Description

Daxko powers wellness to improve lives. Every day our team members focus their passion and expertise in helping health & wellness facilities operate efficiently and engage their members.

Whether a neighborhood yoga studio, a national franchise with locations in every city, a YMCA or JCC--and every type of organization in between--we build solutions that make every aspect of running and being a member of a health and wellness organization easier and delightful.

Job Description

Are you a relationship-builder who loves helping people navigate change with confidence and care? As a Customer Transition Coordinator – Boutique, you’ll be the key point of contact for customers as they wrap up their partnership with us. Your mission: ensure every customer’s exit experience is smooth, professional, and positive — leaving the door open for future re-engagement.

You’ll collaborate across departments to manage the offboarding process from start to finish, communicating clearly, keeping things organized, and representing our brand with empathy and excellence.

This is a great opportunity for someone who thrives in a fast-paced, team-oriented environment and enjoys turning challenges into meaningful customer connections.

What You’ll Do

  • Own the offboarding process for Boutique customers, guiding them through a seamless and respectful transition.
  • Serve as the primary point of contact for departing customers, providing clarity, responsiveness, and care at every step.
  • Coordinate cross-functionally with teams in Sales, Customer Success, Implementation, Finance, Product, and Support to ensure every detail is handled accurately and efficiently.
  • Manage key transition deliverables such as data exports, final invoicing, and service deactivations to ensure contractual requirements are met.
  • Maintain detailed records of activities, communications, and milestones in internal systems (e.g., CRM, task trackers).
  • Gather feedback and insights from departing customers to help improve our products, processes, and customer experience.
  • Identify process improvements and contribute to refining the overall customer journey.
  • Protect and promote goodwill, turning exits into opportunities for future partnership.

Qualifications

What You Bring

  • A customer-first mindset with a strong sense of empathy and professionalism.
  • Excellent communication and relationship-building skills — you know how to listen, guide, and reassure.
  • Detail-oriented and highly organized, able to manage multiple priorities with accuracy and composure.
  • A proactive problem solver who anticipates needs and takes initiative.
  • A team player who collaborates effectively across departments.
  • Comfort with CRM tools (preferably Salesforce) and strong documentation habits.

Qualifications

  • Education: Bachelor’s degree in Business, Communications, Marketing, or a related field (or equivalent experience).
  • Experience: 2+ years in a customer-facing role, ideally within boutique, small business, or SaaS environments.
  • Bonus Points For:
  • Customer success, account management, or project management experience.
  • A background working with boutique businesses or creative industries.

Additional Information

The pay range for this role is $49,194 - $82,197 per year. Where you fall within the pay range is based on how you demonstrate the attributes and competencies required for the role. We mostly reserve the upper half of our compensation bands for internal growth. In addition to base salary, we offer a comprehensive benefits package, performance-based incentives, and opportunities for growth.

#LI-Hybrid

Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense, including thought and perspective, age, ability, nationality, ethnicity, orientation, and gender. The skills, perspectives, ideas, and experiences of all of our team members contribute to the vitality and success of our purpose and values.

We truly care for our team members, and this is reflected through our offices, and benefits, and great perks. These perks are only for our full-time team members. Some of our favorites include:

🏝 Flexible paid time off

⚕️ Affordable health, dental, and vision insurance options

💪 Monthly fitness reimbursement

🤑 401(k) matching

🍼 New-Parent Paid Leave

👖 Casual work environments

🏡 Remote work

All your information will be kept confidential according to EEO guidelines.

Set alerts for more jobs like Customer Transition Coordinator
Set alerts for new jobs by Daxko
Set alerts for new Customer Service jobs in United States
Set alerts for new jobs in United States
Set alerts for Customer Service (Remote) jobs

Contact Us
hello@outscal.com
Made in INDIA 💛💙