Client Project Coordinator
New
W
WheelHealthcare Technology
Remote USA, Preferred locations include Bay Area, CA, Austin, TX, and secondary locations are Chicago, IL, Atlanta, GA, Boston, MA, New York City, Denver, CO and Seattle, WAContractMiddle
Salary37 - 53 USD per hour
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Job Details
- Experience
- 2–4 years
- Required Skills
- SalesforceProject CoordinationJiraAccount ManagementConfluenceGoogle WorkspaceZendeskLooker
Requirements
- 2–4 years of experience in a client associate, customer success coordinator, project coordinator, or account management support role.
- Hands-on experience with Salesforce.
- Proficiency with Monday.com, Jira, Confluence, and Google Workspace.
- Exceptionally organized with the ability to manage multiple high-priority workstreams.
- Proactive, clear written and verbal communication skills.
- Ability to operate independently in a fast-paced environment.
- Prior experience supporting a senior leader in a client-facing B2B environment.
- Familiarity with enterprise client dynamics and renewal cycles.
- Experience writing SOPs or process documentation.
- Interest in AI and process automation.
Responsibilities
- Build comprehensive pre-meeting briefing documents for enterprise client calls.
- Prepare agendas, capture meeting notes, and produce action item summaries.
- Maintain shared client project trackers in Monday.com and Google Suite.
- Track status of Jira tickets and communicate ETAs to stakeholders.
- Triage and route inbound client requests from Zendesk and email.
- Maintain accurate records in Salesforce for enterprise accounts.
- Generate reports and dashboards from Salesforce, Looker, and Monday.com.
- Document coordination workflows and build operational playbooks in Confluence.
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