Helpdesk & Customer Experience Coordinator

How to Manage a Small Law FirmMiami, FL
Remote

About The Position

This role is the front door and control center for help within the company, owning the Helpdesk. The coordinator is the main point of contact and coordinator for requests across IT, Accounting, Contracts, Events, and other areas. The role involves receiving, triaging, and managing incoming help requests, determining the actual need, solving issues independently, coordinating with others, and ensuring follow-up until resolution. The coordinator must keep stakeholders informed, escalate issues when necessary, and track/report on helpdesk activity. This role is also responsible for identifying patterns in issues, suggesting improvements, and occasionally coordinating tasks like customer gifts. It is a central piece of the company's customer experience, embodying core values and delivering on the brand promise.

Requirements

  • Thoughtful, responsive, and resourceful
  • Ability to own requests until solved, not just forward them
  • Skill in assessing messy situations, finding signal in noise, and organizing solutions
  • Ability to ask good questions and admit when knowledge is lacking, but persist in finding answers
  • Good judgment in determining when to handle issues personally, involve specialists, or escalate
  • Organizational skills to juggle multiple tasks, keep people informed, and make them feel taken care of
  • Ability to notice patterns and connect dots when issues arise repeatedly
  • Proactive approach; willingness to address issues and help fix them
  • Genuine care for people on the other end of requests and for teammates
  • Commitment to getting things right
  • Ability to work independently and take ownership
  • Willingness to say 'I don't know, but I'll find out'
  • Must be able to work in AZ, CO, FL, GA, IL, MD, MI, NC, NJ, NY, PA, TX, VA, WA

Nice To Haves

  • Experience in a helpdesk or customer support role
  • Familiarity with law firms or small business operations

Responsibilities

  • Receive, triage and manage incoming help requests
  • Determine what is being asked and what is actually needed
  • Identify who needs to be involved in resolving requests
  • Solve what can be handled independently and coordinate the rest
  • Follow-up on requests until completion
  • Keep stakeholders informed about the status of their requests
  • Escalate issues that are stuck, slowing down, or not being addressed
  • Track and report on helpdesk activity, including volume, trends, types of issues, and sources
  • Identify patterns in issues and raise concerns when something doesn't look right
  • Help improve the support process for clients and internal teams
  • Coordinate tasks such as 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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