Client Experience Coordinator
Remote, USA, MSTFull-TimeMiddle
Salary50000 - 60000 USD per year
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Job Details
- Required Skills
- HubSpot
Requirements
- Exceptional written communication
- Strong organization and follow-through
- CRM proficiency
- Comfortable in HubSpot or similar systems with high data accuracy
- High attention to detail
- Strong escalation judgment
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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