- Manage client communication across email, phone, and SMS with a high standard of professionalism, responsiveness, and accuracy
- Own end-to-end scheduling and logistics for all CGA client sessions, including Discovery Calls, Welcome Calls, account management sessions, confirmations, reschedules, and follow-ups
- Track and coordinate all client pre-work, intake forms, and required deliverables; proactively follow up with unresponsive clients and flag risks early
- Maintain accurate and up-to-date client records in HubSpot, including interaction logging, status updates, task tracking, and float pool monitoring
- Escalate issues to the appropriate team members related to client friction, missed steps, scheduling risks, or engagement concerns
- Coordinate post-call execution and re-ascension logistics to ensure no client falls through operational gaps
CRMHubSpotSlack