Client Specialist - Business Operations

HigherRing•Eugene, OR

2d•$25 - $27•Remote

About The Position

The Client Specialist – Business Operations plays a key role in keeping our client CEOs organized, efficient, and moving forward. You will partner closely with CEOs to streamline operations, support business development, and ensure a smooth contracting and onboarding experience for their clients. This position involves daily check-ins with the CEO to identify priorities, move projects forward, and ensure critical items receive attention. You will maintain CRM pipelines, advance sales opportunities, coordinate meetings, and follow up with prospects and clients. You’ll also run short-term projects and may act as the gatekeeper of the CEO's time and focus. A strong portion of this role includes handling contracting workflows — preparing agreements in HubSpot, tracking paperwork through completion, interfacing with client teams, and occasionally onboarding into client systems. This requires persistence, great communication, and a positive sense of humor during follow-ups. We value proactive initiative, professionalism, curiosity, and a solutions-focused mindset. You should enjoy creating order out of chaos and contributing ideas that help our clients’ businesses grow. This is a part-time, remote role that may include occasional weekend work to support board or advisory meetings.

Requirements

Fluency in spoken and written English (second language a plus)
Strong communication and problem-solving ability
Proactive self-starter with excellent judgment
Highly detail-oriented with strong organization skills
Positive attitude and persistence — especially during follow-ups
Strong tech proficiency: multitasking across browsers, tabs, and tools, experience and interest in AI is a plus
Reliable home workspace: quiet, distraction-free, with a closing door
Hard-wired Ethernet connection; minimum 50 Mbps download / 5 Mbps upload speeds
To ensure the security of client data, team members may NOT use satellite or public network connections. Depending on the team, VPN may not be allowed.

Nice To Haves

CRM and Clio experience is very helpful

Responsibilities

New client onboarding (conflict checks, engagement letters, setup)
New attorney onboarding (email, Teams, any other HR systems)
Billing and invoicing support
Website updates
Insurance renewals — coordination and admin
Vendor management
Calendar management and meeting logistics
Weekly company-wide call prep and support — agenda prep and distribution
CRM sales pipeline maintenance
Sending out sales emails
Following a sales process
Preparation for internal team meetings
Client development work as requested
Document their work so that we have good operating procedures around the work based on the training provided.
Perform other duties as requested.

Benefits

Employee (not contractor) status at an exciting, socially-minded company
Paid training
Option to participate in medical, dental, and vision insurance programs (we cover 75+% of the basic plan premium)
401(k) plan with a 2% match contribution
Paid vacation after your first year
Paid sick leave
A financial wellness and coaching program - 0% loans to help pay down debt
Opportunity for everyone to be an owner in the company. Our Employee Stock Incentive Plan is offered to all employees.
A fast-paced work environment where Team Member input is valued, and where mutual respect and camaraderie are a significant part of our culture.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume