Client Experience Coordinator
New
United StatesFull-TimeMiddle
Salary50000 - 60000 USD per year
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Job Details
- Required Skills
- SalesforceHubSpot
Requirements
- Strong written communication skills with the ability to maintain clarity, professionalism, and consistency across client interactions.
- Proven organizational skills with the ability to manage high task volumes without compromising quality or deadlines.
- Experience using CRM platforms such as HubSpot, Salesforce, or similar systems with strong data accuracy standards.
- Exceptional attention to detail and the ability to identify and correct issues before they impact clients or internal teams.
- Strong judgment and escalation awareness, with a clear understanding of when to resolve vs. when to escalate issues.
- Ability to operate in a structured, process-driven environment while maintaining flexibility for client needs.
Responsibilities
- Own end-to-end scheduling for client sessions, including discovery calls, onboarding meetings, and ongoing account management sessions, ensuring timely confirmations and rescheduling as needed.
- Manage calendars for client-facing teams, proactively handling availability, follow-ups, and engagement with unresponsive clients to maintain workflow continuity.
- Collect, track, and manage client pre-work and intake requirements, ensuring completion and escalating risks or delays when necessary.
- Maintain high-quality CRM data hygiene (HubSpot or similar), including logging interactions, updating client statuses, and monitoring pipeline health and client flow.
- Identify and escalate client risk signals quickly, coordinating with internal teams to support retention and resolution efforts.
- Support post-call follow-ups and coordinate re-engagement or re-ascension processes to ensure clients remain on track within the program lifecycle.
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