Client Experience Coordinator
New
A
Acquisition.comAdvisory Services
Remote, USA, Monday through Friday, 8:00 AM - 5:00 PM MSTFull-TimeMiddle
Salary55,000 - 70,000 USD per year
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Job Details
- Required Skills
- CRMHubSpotSlack
Requirements
- Comfortable operating in a fast-paced, client-first environment where priorities can shift quickly
- Exceptional written communication with strong judgment, professionalism, and attention to tone and detail
- Highly organized with strong attention to detail, operational precision, and follow-through
- Able to manage high volumes of coordination work without losing accuracy or responsiveness
- Proactive operator who identifies gaps, follows up without prompting, catches issues, and escalates risks
- Technical proficiency with AI tools, Slack, and calendar coordination
- Ability to quickly learn new systems and workflows
Responsibilities
- 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
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