Client Experience & Operations Lead

Reynolds Defense Firm • Portland, OR

1d

About The Position

Window of Clarity supports people at pivotal moments—when life intersects the law. We provide, at that exact right time, step-by-step, coach-led, and scientifically-validated transformational courses. The Client Experience & Operations Lead is a cornerstone role at Window of Clarity. You will sit at the intersection of client connection, enrollment conversations, and day-to-day operations—ensuring people feel supported from their very first interaction, while also building the structure that allows the business to grow. This role is ideal for someone with a growth mindset who enjoys ownership, variety, and problem-solving. You’ll have real influence, direct impact, and the opportunity to grow alongside the company. Client Experience & Enrollment (Approx. 50%) Serve as a primary point of contact for prospective clients exploring Window of Clarity Lead compassionate, consultative conversations to help individuals understand our programs and determine the right next step Guide clients through enrollment with clarity, care, and professionalism—never pressure Maintain accurate lead tracking, follow-ups, and outcomes within the CRM Continuously look for ways to improve the intake and early client experience Operations, Growth & Administrative Leadership (Approx. 50%) Coordinate scheduling for consultations, coaching sessions, and internal meetings Maintain clean, accurate systems across CRM, calendars, and internal tools Support client onboarding by preparing materials, workflows, and communication templates Track and organize operational data to support informed decision-making Provide social media and growth support, including scheduling content and identifying engagement opportunities Support growth initiatives such as partnerships, events, outreach efforts, and new program launches Identify opportunities to improve systems, streamline processes, and support scalability Collaborate closely with leadership to shape internal operations as the company evolves Who You Are A strong, empathetic communicator who builds trust quickly Organized, detail-oriented, and comfortable managing multiple priorities A self-starter who takes ownership and follows through without micromanagement A critical thinker who anticipates needs and offers thoughtful solutions Comfortable holding meaningful conversations around sensitive life transitions Tech-comfortable with CRM and with the Microsoft ecosystem and quick to learn new tools Adaptable, flexible, and energized by growth and change Education and Experience High school diploma or equivalent required Minimum of one (1) year customer service or sales experience Previous experience working in the service industry preferred Previous legal experience and familiarity with terminology a plus but not required Experience with CRM software preferred About Window of Clarity Whether someone is navigating a divorce, facing a DUI, or moving through another legal transition, our coach-supported programs help individuals slow down, gain perspective, and move forward with clarity, accountability, and intention. We are a mission-driven, growing company building thoughtful systems and meaningful human connections. We’re looking for someone who wants to play a key role in shaping both the client experience and the internal operations that support sustainable growth. Learn more about us at Window of Clarity. Window of Clarity is partnering on this role with one of the premier DUI law firms in the Pacific Northwest - Reynolds Defense Firm. This position will be a full-time W-2 employee of Reynolds Defense Firm and will be considered a "leased employee" at Window of Clarity.

Requirements

• A strong, empathetic communicator who builds trust quickly
• Organized, detail-oriented, and comfortable managing multiple priorities
• A self-starter who takes ownership and follows through without micromanagement
• A critical thinker who anticipates needs and offers thoughtful solutions
• Comfortable holding meaningful conversations around sensitive life transitions
• Tech-comfortable with CRM and with the Microsoft ecosystem and quick to learn new tools
• Adaptable, flexible, and energized by growth and change
• High school diploma or equivalent required
• Minimum of one (1) year customer service or sales experience

Nice To Haves

• Previous experience working in the service industry preferred
• Previous legal experience and familiarity with terminology a plus but not required
• Experience with CRM software preferred

Responsibilities

• Serve as a primary point of contact for prospective clients exploring Window of Clarity
• Lead compassionate, consultative conversations to help individuals understand our programs and determine the right next step
• Guide clients through enrollment with clarity, care, and professionalism—never pressure
• Maintain accurate lead tracking, follow-ups, and outcomes within the CRM
• Continuously look for ways to improve the intake and early client experience
• Coordinate scheduling for consultations, coaching sessions, and internal meetings
• Maintain clean, accurate systems across CRM, calendars, and internal tools
• Support client onboarding by preparing materials, workflows, and communication templates
• Track and organize operational data to support informed decision-making
• Provide social media and growth support, including scheduling content and identifying engagement opportunities
• Support growth initiatives such as partnerships, events, outreach efforts, and new program launches
• Identify opportunities to improve systems, streamline processes, and support scalability
• Collaborate closely with leadership to shape internal operations as the company evolves

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED