Helpdesk & Customer Experience Coordinator

How to Manage a Small Law FirmMiami, FL
Remote

About The Position

This role is for someone who is the go-to person when issues arise, demonstrating a strong sense of ownership and a commitment to seeing problems through to resolution. The ideal candidate is thoughtful, responsive, and resourceful, not just answering questions but owning them until solved. They can navigate complex situations, identify key issues, and collaborate effectively to find solutions. This person possesses good judgment, knowing when to handle tasks independently, involve specialists, or escalate potential problems. Organization is key, but in a flexible, adaptable manner that allows for juggling multiple priorities while ensuring others feel supported. The ability to recognize patterns and proactively address recurring issues is highly valued. This role is fundamentally about people, not just tickets, and requires a genuine care for both clients and team members. How To Manage A Small Law Firm is a growing company that helps small law firm owners improve their businesses through better decisions, systems, and financial outcomes. Recognized by Inc Magazine for its rapid growth, the company supports over 500 law firms nationwide. It is a values-driven organization with high standards, emphasizing personal responsibility, hard work, and a positive team environment. They do not tolerate "jerks" and seek individuals who think critically, care deeply, take ownership, and are willing to learn and find answers.

Requirements

  • Demonstrates a strong sense of ownership and commitment to problem resolution
  • Thoughtful, responsive, and resourceful
  • Ability to navigate complex situations and identify key issues
  • Good judgment in determining when to handle tasks independently, involve specialists, or escalate
  • Organized and able to juggle multiple priorities
  • Ability to recognize patterns and proactively address recurring issues
  • Willingness to raise your hand and say 'I don't know, but I'll find out'
  • Must be able to sit, type, think, solve problems, and communicate a lot throughout the day
  • Requires urgency, flexibility, and jumping in when needed
  • Must be able to work in one of the following states: AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, WA

Responsibilities

  • Receive, triage and manage incoming help requests
  • Figure out what’s being asked, what’s actually needed, and who needs to be involved
  • Solve what you can on your own and coordinate the rest
  • Follow-up until it’s done
  • Keep people informed
  • Escalate when something is stuck, slowing down, or quietly dying
  • Track and report on helpdesk activity (volume, trends, types of issues, where things are coming from, etc.)
  • Spot patterns and raise your hand when something doesn’t look right
  • Help improve how we support both our clients and our internal team
  • Coordinate customer gifts for advisors and team members

Benefits

  • Medical, dental & vision (75% covered)
  • 401K with match
  • Unlimited PTO
  • Short-term & long-term disability
  • EAP program
  • Ongoing personal & professional development
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