Bilingual Financial Success Coordinator

Job Summary

To support a growing financial coaching program, the full-time hourly Bilingual Financial Success Coordinator will manage member intake, match clients with suitable coaches, and maintain scheduling while providing exceptional service in a remote environment.

Key responsibilities

• Handle inbound and outbound calls, emails, and messages in a high-volume contact center environment
• Welcome new members, set expectations, and ensure effective communication with coaches
• Schedule coaching sessions and monitor member engagement to minimize no-shows and drop-offs

Required qualifications

• 2+ years in a coordination, customer success, scheduling, or member services role
• Bilingual fluency in English and Spanish, both spoken and written
• High school diploma required
• Exceptional organizational skills and ability to manage multiple deadlines
• Experience with CRM, scheduling, and reporting tools