Client Experience Coordinator
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Profit sharing
- Training & development
- Tuition assistance
- Company parties
- Provide a consistently warm, professional first impression
- Improve call routing and scheduling accuracy
- Support the Sales Department with coordinated scheduling and communication
- Increase intake efficiency using routing forms and internal processes
- Reduce administrative bottlenecks across TAS, CAS, LAS, and Sales
- Serve as interim scheduling support until the Appointment Setter is hired
- Provide coordination support once that role is filled
- Answer phones promptly with a warm, professional demeanor
- Greet clients and visitors with courtesy
- Manage calls, emails, and messages accurately
- Direct inquiries to TAS, CAS, LAS, or Sales
- Maintain professionalism and calm under pressure
- Schedule and confirm appointments in Go High Level
- Work with the Sales Department to schedule consultations, follow-ups, and client appointments
- Support intake using routing forms and SOPs
- Monitor voicemail and missed calls, ensuring timely follow-up
- Coordinate communication between departments during busy seasons
- Support the Appointment Setter once hired
- Maintain a clean, organized reception area
- Assist with document collection and secure handling of confidential materials
- Perform light admin tasks (scanning, email follow-ups, routing forms)
- Maintain communication logs to ensure no tasks are missed
- Assist Operations with small administrative tasks
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