Client Experience Coordinator

📋 Description

• Own scheduling for CGA sessions (Discovery, Welcome, account management)
• Manage CGA calendars end-to-end: availability, confirmations, reschedules, and follow-ups
• Collect and track client pre-work and intake forms; flag at-risk clients in HubSpot
• Maintain accurate HubSpot records: log interactions, update statuses, monitor the float pool
• Identify and escalate client risk signals; coordinate follow-ups and re-ascension logistics

🎯 Requirements

• Exceptional written communication; clear, concise, on-brand with minimal oversight
• Strong organization and follow-through; manages high task volume without drop-off
• CRM proficiency; comfortable in HubSpot or similar systems with high data accuracy
• High attention to detail; catches errors before they impact clients or team
• Strong escalation judgment; understands role boundaries and flags issues immediately

🎁 Benefits

• Flexible Unlimited Paid Time Off and Company-wide Holidays
• Employer sponsored Medical, Dental, & Vision plans
• $1,950 annual Employer HSA contribution
• FSA options including dependent care
• Employee assistance program and mental health resources
• Employer match program for 401(k), eligible for Traditional and Roth accounts
• $1,200 annual wellness reimbursement through JOON that supports health, family care, pet care, fitness, and more!
• Gym access at HQ in Las Vegas