Are you passionate about creating seamless client experiences through smart systems and efficient operations? Join our growing team as a Client Service Coordinator — where your skills in CRM management, process improvement, and service coordination will directly impact how we serve and scale.

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** This is a contract-to-hire position on-site in North Austin.**

** Target start date of 6/30/25.
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WHAT WE ARE LOOKING FOR __

Education

Preferred: Bachelor’s degree in Information Systems, Business Administration, Finance, Operations Management, Communications, or a related field.

Alternative Pathways: Associate degree or certifications plus relevant experience in CRM systems, service coordination, or client onboarding will also be considered.

Professional Experience

Ideal candidates will have 2–5 years of experience in roles such as:

• Client Service Coordinator
• CRM Administrator or Analyst
• Operations or Service Specialist (especially in Financial Services)
• Digital Customer Experience or Support Specialist
• Project Coordinator in a tech-enabled or fast-paced environment

Key Skills & Technical Tools

Must-Haves:

• CRM platform experience ( Zoho preferred ; HubSpot, Salesforce, or Monday.com also acceptable)
• Ticketing system management and SLA workflow implementation
• Familiarity with client portals and account provisioning
• Experience with SMS/text-based communication tools
• Strong process documentation and QA/audit skills
• Excellent verbal and written communication
• High-level multitasking, prioritization, and self-management

Bonus Skills:

• Knowledge of financial services, annuities, or insurance workflows
• Basic UI/UX understanding to improve digital client journeys
• Proficiency with Google Workspace, Microsoft Office, or Notion

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WHO YOU ARE

• A systems thinker who connects dots between people, tools, and processes
• A detail-oriented executor who takes ownership and follows through
• Thrives in lean, KPI-driven teams where action beats theory
• Balances a service mindset with a tech-forward approach to scaling client support

WHY JOIN US

• Impact-driven role where your work improves client experience daily
• Hybrid flexibility with a team that values autonomy and accountability
• Growth-oriented culture that invests in talent and innovation