Client Experience Coordinator

📋 Description

• Manage client comms across email, phone, and SMS professionally.
• Own end-to-end scheduling and logistics for all CGA client sessions.
• Track client pre-work, intake forms, and required deliverables; follow up early.
• Maintain HubSpot records with interactions, status, and tasks.
• Escalate issues to teams for client friction or scheduling risks.
• Coordinate post-call execution to prevent gaps in the client journey.

🎯 Requirements

• Comfortable in a fast-paced, client-first environment with shifting priorities.
• Exceptional written communication with strong judgment and tone.
• Highly organized with attention to detail and follow-through.
• Proactive operator who identifies gaps and escalates risks clearly.
• Proficient with AI tools, Slack, and calendar coordination; quick learner.

🎁 Benefits

• Flexible unlimited PTO and company holidays.
• Employer-sponsored medical, dental, and vision plans.
• $1,950 annual HSA contribution.
• FSA options including dependent care.
• Employee assistance program and mental health resources.
• 401(k) match program for Traditional and Roth accounts.
• $1,200 annual wellness reimbursement via JOON.
• Gym access at Las Vegas HQ.