Client Experience Coordinator

Job Description

REQUIREMENTS

• Exceptional written communication; clear, concise, and on-brand with minimal oversight
• Strong organization and follow-through; manages high task volume without drop-off
• CRM proficiency; comfortable in HubSpot or similar systems with high data accuracy
• High attention to detail; catches errors before they impact clients or team
• Strong escalation judgment; understands role boundaries and flags issues immediately

RESPONSIBILITIES

• Own all scheduling execution for CGA sessions, including Discovery Calls, Welcome Calls, and account management sessions
• Manage CGA calendars end-to-end, including availability, confirmations, reschedules, and follow-ups with unresponsive clients
• Collect and track client pre-work, intake forms, and required inputs; flag at-risk or unresponsive clients in HubSpot
• Maintain accurate client records in HubSpot, including logging all interactions, updating statuses, and monitoring the float pool
• Identify and escalate client risk signals immediately, support post-call follow-ups, and coordinate re-ascension logistics

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