Client Success & Operations Coordinator for Credit Consulting Company

We are Steez Consulting, a credit consulting company that helps clients repair and build their credit, secure personal and business funding, and achieve their financial goals. Our mission is to provide expert guidance and resources so clients can unlock new opportunities for their lives and businesses.

Key Responsibilities

* Act as an assistant for company operations, ensuring smooth day-to-day support.
* Respond promptly and professionally to emails and messages from leads and clients within our Go High Level CRM.
* Ensure all communication is clear, grammatically correct, and client-friendly.
* Assign, track, and follow up on tasks to confirm they are completed accurately and on time.
* Maintain accurate and updated client/lead data in Go High Level CRM.
* Manage client forms, credit report submissions, and intake documents. Ensuring to follow up with clients when information is missing.
* Summarize important client/lead details and communicate them internally to the appropriate tea ---------- mbers.
* Participate in on-the-job training to learn new skills, including analyzing credit reports based on given criteria.
* Utilize ChatGPT to assist with drafting responses, managing tasks, and improving efficiency.
* Handle sensitive client information with discretion and a strong awareness of data privacy.


Requirements

* Experience with Go High Level CRM (required).
* Experience with Slack (preferred).
* Experience with Notion (preferred).
* Strong written and verbal communication skills in English.
* Customer service experience, with attention to professionalism, grammar, and detail in all communications.
* Proficiency in using ChatGPT or similar AI tools.
* Ability to learn new skills quickly and apply them effectively.
* Organized, detail-oriented, and proactive in follow-up management.
* Reliable internet connection and a quiet work environment.
* Must be available during Eastern Standard Time hours (Monday - Friday, 11 AM – 7 PM EST).

Growth Opportunity

This role is designed to grow with the right candidate. High performers will have opportunities to take on greater responsibilities and advance into roles such as Senior Operations Coordinator as the company expands.

Compensation

* Starting at $350 total per month ($81 paid weekly)
* Opportunities for salary increases based on performance, responsibilities, and company growth.

How to Apply

If you meet the requirements and are excited to be part of a growing company, please submit your application with the following:

1. Your updated resume.
2. A short cover letter explaining why you are a good fit for this role.
3. Your experience with Go High Level, Slack, Notion, and ChatGPT.

To confirm you’ve read this description carefully, please include the phrase:
“Credit Done Right with Steez” at the start of your cover letter or as the first line of your application message. Applications without this phrase will not be considered.