Client Experience Coordinator
About The Position
The Client Experience Coordinator exists to support the Client Growth team by owning all non-advisory, non-relationship work, allowing CGAs to focus fully on client outcomes, retention, and growth. This is a semi-client-facing execution role within Client Experience. You are responsible for scheduling, logistics, CRM hygiene, and pre-work coordination across the client journey. You operate across email, phone, and SMS and are often the first touchpoint for scheduling and logistics-related communication. This role is focused on execution. You manage high volumes of coordination work with precision and consistency. You ensure the operational side of the client experience runs without friction, and every interaction reflects a high standard of professionalism, clarity, and responsiveness.
Requirements
- Exceptional written communication; clear, concise, and on-brand with minimal oversight
- Strong organization and follow-through; manages high task volume without drop-off
- CRM proficiency; comfortable in HubSpot or similar systems with high data accuracy
- High attention to detail; catches errors before they impact clients or team
- Strong escalation judgment; understands role boundaries and flags issues immediately
Responsibilities
- Own all scheduling execution for CGA sessions, including Discovery Calls, Welcome Calls, and account management sessions
- Manage CGA calendars end-to-end, including availability, confirmations, reschedules, and follow-ups with unresponsive clients
- Collect and track client pre-work, intake forms, and required inputs; flag at-risk or unresponsive clients in HubSpot
- Maintain accurate client records in HubSpot, including logging all interactions, updating statuses, and monitoring the float pool
- Identify and escalate client risk signals immediately, support post-call follow-ups, and coordinate re-ascension logistics
Benefits
- Flexible Unlimited Paid Time Off and Company-wide Holidays
- Employer sponsored Medical, Dental, & Vision plans
- $1,950 annual Employer HSA contribution
- FSA options including dependent care
- Employee assistance program and mental health resources
- Employer match program for 401(k), eligible for both Traditional and Roth accounts
- $1,200 annual wellness reimbursement through JOON that supports health, family care, pet care, fitness, and more!
- For local or visiting team members, enjoy access to a state of the art gym at our HQ in Las Vegas
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
