🛠 Tech Stack

💼 About This Role

You'll own the operational execution behind the Client Growth team, ensuring a polished client experience. Your core impact is managing scheduling, CRM accuracy, and communication workflows so advisors can focus on client outcomes.

🎯 What You'll Do

• Manage client communication across email, phone, and SMS
• Own end-to-end scheduling and logistics for client sessions
• Track and coordinate client pre-work and intake forms
• Maintain accurate client records in HubSpot
• Escalate issues related to client friction or engagement

📋 Requirements

• Comfortable in a fast-paced client-first environment
• Exceptional written communication with attention to detail
• Highly organized with operational precision
• Proactive operator who identifies gaps and escalates risks
• Technical proficiency with AI tools, Slack, and calendar coordination

✨ Nice to Have

• Experience with HubSpot CRM
• Experience in client coordination or customer success

🎁 Benefits & Perks

• 🏖️ Unlimited PTO
• 🏥 Medical, Dental, & Vision plans
• 💰 $1,950 annual HSA contribution
• 📈 401(k) match
• 🏋️ $1,200 annual wellness reimbursement

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Skills assessment· 1 hour