Client Success & Operations Coordinator

About the Role
We are looking for a highly organized and personable Client Success & Operations Coordinator to serve as the bridge between our clients and internal team. This role blends client success, operations, and administrative support — perfect for someone who thrives in structure, takes initiative, and genuinely enjoys helping people succeed.

You will ensure that clients feel supported and informed while keeping internal processes and deliverables running smoothly. From coordinating onboarding calls and managing calendars to organizing feedback and preparing contracts, you will play a key role in keeping communication clear and operations efficient.

This position works closely with the Director of Operations and our creative team, helping align client expectations, timelines, and deliverables so nothing slips through the cracks.

Key Responsibilities

Schedule and manage meetings with clients, tea ---------- mbers, and job candidates.

Conduct onboarding calls with new clients, gathering information, confirming details, and ensuring a smooth setup.

Handle technical onboarding by setting clients up in our CRM, project management system, and shared folders.

Deliver completed assets to clients for review, collect feedback, and communicate updates clearly to the team.

Maintain professional, friendly communication with clients to ensure clarity, consistency, and satisfaction throughout the project.

Draft contracts and agreements for client services, hiring, or partnerships as directed by the Director of Operations.

Handle general administrative responsibilities including document organization, file management, and internal communication support.

Conduct research and data gathering for projects, reports, and process improvements.

Maintain and update spreadsheets to track client information, deliverables, and relevant data points.

Support the Director of Operations with onboarding processes, hiring coordination, and other operational needs.

Assist in refining and documenting internal systems and workflows for better efficiency and clarity.

What You Bring
Fluent English (written and spoken) — you can communicate clearly and professionally with both clients and tea ---------- mbers.
Availability during daylight hours Eastern Time, Monday through Friday.
Prior experience in customer success, administrative coordination, or operations support.
Excellent written and verbal communication skills — professional, clear, and personable.
Strong organizational skills with exceptional attention to detail and follow-through.
Tech-savvy and adaptable — comfortable with CRMs, spreadsheets, and project management tools.
Proactive mindset — you don’t wait to be told what’s next; you see what needs doing and handle it.
Ability to juggle multiple responsibilities while maintaining accuracy and focus.
Team-oriented attitude with the confidence to communicate across all levels of the business.

Preferred Skills
Experience with GoHighLevel or other CRM systems.
Familiarity with ClickUp, Nifty, Asana, or similar project management software.
Understanding of digital marketing or creative agency operations.
Experience drafting contracts or managing basic HR/hiring documentation.
Strong spreadsheet skills (data entry, formulas, analysis, reporting).
Comfort with automation tools like Zapier or Make.
Eye for process improvement and system optimization.

Why You’ll Love This Role
You will be the connective thread between clients and the team, helping both sides succeed.
You will work in a collaborative, growth-minded environment where organization and initiative are valued.
You will have opportunities to learn new tools, improve processes, and grow alongside the business.

How to Apply
If this role sounds like a great fit, please apply by submitting the following:

A short cover letter or message introducing yourself — tell us why you’re interested in this role and what makes you a great fit.

Your updated resume (PDF preferred).

A brief Loom video (2–3 minutes max) introducing yourself and explaining your experience with client communication, administrative work, and/or operations support.

Include the phrase “detail matters” somewhere in your message so we know you read the full description.

Applications without all of the above may not be considered.