Client Experience Coordinator

Job Summary

A company is looking for a Client Experience Coordinator to support the Client Growth team by managing non-advisory tasks and logistics.

Key Responsibilities

• Manage scheduling and logistics for CGA sessions, including Discovery Calls and account management
• Maintain accurate client records and track pre-work in HubSpot
• Identify and escalate client risk signals and support post-call follow-ups

Required Qualifications

• Proficiency in CRM systems, preferably HubSpot
• Strong organizational skills with the ability to manage high task volumes
• Ability to maintain high data accuracy and attention to detail
• Good judgment in escalating issues and understanding role boundaries
• Experience in a client-facing or coordination role is preferred