Client Service Coordinator

Job Description for Client Services Coordinator

Job Title: Client Services Coordinator

Location: Richmond, Virginia, USA

** To apply to this position please submit a resume and a half page about your past expereince and how it would apply to this position.

Interacts with prospective and existing clients to provide information in response to inquiries regarding products and services. Builds and maintains client relationships through proactive follow-up, consultation, and rebooking efforts to encourage continued engagement and additional organizing sessions. Provides administrative support for all levels of organizing staff to support the company in achievement of its strategic goals. Handles project management tasks that move the project forward, including: coordinating services of professional partners, scheduling and staffing.

• Acts as primary contact on behalf of the company for incoming business requests, client leads, and returning clients seeking additional services. Ensures consistent lead follow-up and rebooking efforts.
• Conducts client intake interviews to determine needs and establish fit. Schedules Initial Assessment, coordinating with client and Account Manager availability.
• Proactively follows up with previous clients to maintain relationships, assess ongoing organizing needs, recommend additional services, and secure rebooking opportunities for future sessions and projects.
• Conducts satisfaction interviews with clients to gather feedback on services received, solicit testimonials and referrals, and encourage continued service engagement through future organizing sessions.
• Functions as the point person for all project planning and preparation, ensuring smooth communication between team in the field and clients.
• Works with the Account Manager to determine supplies needed for the project and supports coordination of product and supply delivery to sessions.
• Collaborates with Account Manager and Team Lead on solution strategies that will move the project forward to the client’s satisfaction.
• Coordinates with the Account Manager to schedule professional partners or additional resources— such as hauling services— as needed for the project.
• Communicates and coordinates with vendors, contractors, and service providers to support project needs, including researching specialized vendors, obtaining information and pricing, scheduling pickups and deliveries, and facilitating project logistics as needed.
• Partners with Account Managers and Team Leads to manage job scheduling with attention to volume, client deadlines, and maximizing company’s productivity levels. Ensures the accurate and timely communication of scheduling changes between the office, field staff, and clients.
• Coordinates staffing needs in advance of a session. Communicates staffing assignments to team members. Confirms job specifications with assigned team members. Provides ongoing innovation and guidance on best practices for adequate staff distribution and coverage that meets the demand of the company's work volume.
• Supports maintenance of company CRM, including client, prospect, vendors, preferred contractors, etc. data entry.
• Maintains accurate records of client communications, follow-up activities, sales opportunities, and rebooking status within the company CRM system.
• Takes part in team and management meetings to assure project preparation and follow-through.
• Collaborates regularly with sales and marketing regarding client feedback, sales volume/capacity, intakes/leads, rebooking efforts, google reviews, referrals, and client retention strategies.
• Monitors and maintains client outreach performance and engagement data, including attempted contacts, successful connections, follow-up rates, and lead conversion outcomes.
• Takes initiative on requests and inquiries of administrative nature. Updates and chases delegated tasks to ensure progress to deadlines.
• Communicates regularly with Leadership regarding problems or issues impacting production. Assesses workflow and helps to develop policies and procedures that improve efficiency.
• Assist Operations Manager with tasks as needed or as the role develops.
• Education: Bachelor’s or associate degree in business, communication, or sales or equivalent work experience.
• Strong organizational skills, orientation to detail and detailed work; strong interpersonal skills, customer service aptitude, ability to work well either alone or as part of a team; clear and concise speaking and communication ability, writing skills, advanced computer literacy; arithmetic and numerical reasoning skills; responsible money-handling; comfort and aptitude with selling, recommending services, lead conversion, and the ability to confidently convert leads and past clients into ongoing projects and repeat business.
• Minimum of three (3) years in organizing, business, marketing/PR, office management, or other administrative role.
• Attributes preferred: Ability to plan/organize/direct/control projects; ability to deal with ambiguous/ conflicting priorities or information; ability to influence people; verbal comprehension, problem solving. Ability to set and meet deadlines.
• Continued training in Abundance Organizing business systems, client intake interviews, client care and retention strategies. Access to The Organizing Standard training videos.
• We radiate positive energy.
• We form meaningful connections.
• We embrace the quirks that make us special.
• We conduct ourselves with an air of refinement, striving for the highest standards.
• We share our gifts whole-heartedly.
• We communicate with compassion.
• We act with resourcefulness and intentional sustainability.

Pay: $20.00 - $25.00 per hour

Benefits:

• Employee discount
• Flexible schedule
• Paid time off

Work Location: Hybrid remote in Richmond, VA 23226