Client Coordinator
agnt8x · via
Backpacker Job Board
🌎 Remote
Job Description:
- Serve as the primary point of contact for client inquiries, follow-ups, and scheduling in Spanish and English
- Own onboarding logistics, including kickoff scheduling, onboarding materials, and calendar coordination
- Track client touchpoints and follow-ups
- Prepare and send regular client updates and reports
- Flag client satisfaction issues early and involve the client’s CFO or appropriate internal team
- Schedule and coordinate kickoffs, monthly reviews, and client check-ins
- Prepare meeting agendas, gather client context, and organize notes and action items
- Monitor email and Slack client channels and route requests to the appropriate CFO or analyst
- Maintain accurate client records, deliverable trackers, and CRM data
- Coordinate client document and data requests for the finance team
- Collect client feedback and support renewal and offboarding logistics
- Document SOPs for recurring processes
- Manage and advance client and internal projects
- Report project statuses in ClickUp
- Coordinate client relationships with CFOs and analysts from onboarding through ongoing delivery
Requirements:
- Proven experience as a Client Coordinator, Account Coordinator, Client Success Associate, or similar client-facing role
- Excellent organizational and time-management skills
- Fluent Spanish and English, spoken and written
- Spoken and written English at a neutral, North American accent
- Discretion and ability to handle confidential client and financial information with professionalism
- Ability to manage multiple priorities, projects, deadlines, and deliverables
- Independent judgment and problem-solving ability
- Ability to adapt to change in a fast-paced and dynamic environment
- Outstanding interpersonal, verbal, and written communication skills
- Comfortable handling ambiguity and learning from mistakes
- Availability for consistent overlap with PST/Vancouver working hours (7am–3pm PST)
- Availability to join calls with North American clients
- Ability to use or learn platforms including Google Workspace, Claude, and ClickUp
- Resume and a short Loom video introduction of at least 1 minute required with application
Benefits:
- 20 days of paid time off (PTO) annually
- Flexible working hours
- Remote work arrangements
- Comprehensive training and professional development
- Direct engagement with senior leadership
- A vibrant and inclusive work culture