Client Experience Coordinator

United StatesRemote

Responsibilities

RESPONSIBILITIES: - Own all scheduling execution for CGA sessions, including Discovery Calls, Welcome Calls, and account management sessions - Manage CGA calendars end-to-end, including availability, confirmations, reschedules, and follow-ups with unresponsive clients - Collect and track client pre-work, intake forms, and required inputs; flag at-risk or unresponsive clients in HubSpot - Maintain accurate client records in HubSpot, including logging all interactions, updating statuses, and monitoring the

LOCATION: - Remote, USA - Light travel may be required COMPENSATION: - $50,000 - $60,000 base salary - The salary range may be inclusive of several levels that would be applicable to the position.
Final salary will be based on a number of factors including, level, relevant prior experience, skills, and expertise.
This range is only inclusive of base salary, not benefits (more details below).
benefits package designed to support your health, family, and wellbeing.
Some key offerings: - 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 both Traditional and Roth accounts - $1,200 annual wellness reimbursement through JOON https://joon.io/ that supports health, family care, pet care, fitness, and more!

Experience Coordinator exists to support the Client Growth team by owning all non-advisory, non-relationship work, allowing CGAs to focus fully on client outcomes, retention, and growth.
This is a semi-client-facing execution role within Client Experience.
You are responsible for scheduling, logistics, CRM hygiene, and pre-work coordination across the client journey.
You operate across email, phone, and SMS and are often the first touchpoint for scheduling and logistics-related communication.
You manage high volumes of coordination work with precision and consistency.