- 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
HubSpot