Client Experience Coordinator

• Serve as the primary point of contact for client inquiries via phone, email, and in-person interactions
• Coordinate scheduling, confirmations, and follow-ups to ensure a seamless client experience
• Maintain and update client records within CRM systems
• Collaborate with internal teams to resolve issues and ensure timely service delivery
• Track open requests and proactively follow up to ensure completion
• Assist with reporting, documentation, and administrative tracking
• Support process improvements to enhance client experience and efficiency

• 2–4 years of customer service, client services, or administrative experience
• Strong written and verbal communication skills
• Ability to manage multiple priorities and deadlines
• CRM Systems: Salesforce, HubSpot, or similar (preferred)
• Microsoft Office: Outlook, Excel, Word (required)
• Scheduling and coordination tools (required)
• High attention to detail and organization
• Strong problem-solving and follow-through
• Ability to remain professional in fast-paced environments

CRM Systems: Salesforce, HubSpot, or similar (preferred)

• medical, vision, dental, and life and disability insurance
• company 401(k) plan