Customer Success Coordinator

Founded by Jesse Lipson (founder and former CEO of ShareFile), Real Magic has been named one of the most promising startups in the Triangle. We now have over 100 employees and are growing quickly! Our first product, Levitate (, helps relationship-based businesses grow by doing a better job keeping in touch with the contacts in their network in an authentic, personal way.

Our mission is to help make the world a more creative and entrepreneurial place and we have four simple core values:

  • Create Magic
  • Show Customer Empathy
  • Make Data-Driven Decisions
  • Focus on Solutions, Not Problems

We’re looking for Customer Success Coordinators to join our rock star Customer Success team. Our Success Team ensures our customers are set up for maximum success after the initial sale has occurred.

As a Customer Success Coordinator, you will be the glue of the Customer Success team. Your role will be to ensure that the Success team’s customer onboarding meetings are properly scheduled, follow-up meetings are set for customers, and to support the success team by regularly surveying the customer base and ensuring we are moving accounts forward.


  • Project manage the success team process to ensure maximization of the customer’s and success team’s schedule
  • Track customer interaction via customer success platform and identifying any areas that present retention risk
  • Coordinate onboarding calendar events for customers, and scheduling follow-up meetings when necessary
  • Proactively reaching out to get customers rescheduled
  • Providing reporting to the success team and leadership on success metrics


You need to be naturally empathetic and highly curious, with zero fear of proactive outreach via phone, and ability to deal with rejection. The role also requires a strong blend of organization skills and tenacity to help ensure that the success team is hitting and exceeding targeted metrics.

We are based in Raleigh, NC – one of the nation’s fastest-growing cities. And our benefits package includes medical, dental, vision & life insurance, flexible spending accounts, 401K, short & long term disability, paid-time-off, holiday pay and more!