Client Operations Specialist

Cardinal Education

6d•Remote

About The Position

Cardinal Education is a premier educational consulting firm based in the San Francisco Bay Area that provides world-class academic coaching, test preparation, and admissions advising. The Connect Division, the team concerned with client operations, is central to our service delivery model, coordinating logistics, managing relationships, and ensuring that every family experiences the highest level support and impact. We are seeking a Client Operations Specialist to own and manage ongoing relationships with families receiving our educational services. You will serve as the operational and relational hub for each client account, from onboarding through ongoing support, ensuring each family’s experience is seamless, responsive, and high-value. You’ll work closely with academic coaches, consultants, billing teams, and cross-functional leaders to deliver timely service, address concerns, and retain long-term clients.

Requirements

At least 2 years of hands-on experience in a client-facing or process-driven role - Account Management, Customer Success, Operations Coordination, Project Coordination, Implementation, or a similar individual-contributor capacity.
Exceptional written and verbal communication skills.
Strong organizational skills and attention to detail.
Empathetic, service-oriented mindset with a bias toward action and follow-through.
Ability to multitask and manage multiple client relationships in a fast-paced environment.

Nice To Haves

Salesforce experience
A track record of operations and process improvement, including building or streamlining workflows (not just following them).
Project management software experience, particularly hands-on work in Monday.com (building boards/workflows, not just updating tasks), as well as Asana or Notion.
Comfort working across multiple platforms (Google Workspace, CRM/billing systems, etc.).
Familiarity with AI tools such as ChatGPT or Claude is a nice-to-have, not required.

Responsibilities

Serve as the primary point of contact for families after the initial onboarding, managing ongoing service delivery and communication.
Conduct regular client check-ins and provide timely, personalized support to maintain high levels of satisfaction and engagement.
Track client engagement and service quality, maintain accurate records, and recommend additional support to improve outcomes and retention.
Coordinate service launches and scheduling by aligning with internal teams, maintaining updated documentation, and addressing any issues to ensure a smooth client experience.
Identify opportunities to improve or automate recurring workflows and help implement process improvements across the client operations lifecycle.
Work closely with Sales and Marketing to align messaging, share client insights, and support continuous improvements to the client experience.