Client Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact for client inquiries, follow-ups, and scheduling in both Spanish and English.

• Manage onboarding logistics, which include scheduling kickoffs, preparing onboarding materials, and coordinating calendars.

• Keep track of client interactions and follow-ups.

• Create and distribute regular updates and reports for clients.

• Identify client satisfaction issues early and engage the client’s CFO or relevant internal team as necessary.

• Organize and schedule kickoffs, monthly reviews, and client check-ins.

• Prepare meeting agendas, gather relevant client context, and compile notes and action items.

• Monitor email and Slack channels for client communications and direct requests to the appropriate CFO or analyst.

• Ensure accurate maintenance of client records, deliverable trackers, and CRM data.

• Facilitate client document and data requests for the finance team.

• Gather client feedback and assist with renewal and offboarding processes.

• Document standard operating procedures for recurring tasks.

• Oversee and advance both client and internal projects.

• Provide project status updates within ClickUp.

• Coordinate client relationships with CFOs and analysts from the onboarding phase through ongoing service delivery.

⛳️ Requirements

• Demonstrated experience in a Client Coordinator, Account Coordinator, Client Success Associate, or a similar client-facing role.

• Exceptional organizational and time-management abilities.

• Proficient in both Spanish and English, both spoken and written.

• Neutral, North American accent in spoken and written English.

• Ability to handle confidential client and financial information with discretion and professionalism.

• Capability to manage multiple priorities, projects, deadlines, and deliverables effectively.

• Independent judgment and strong problem-solving skills.

• Flexibility to adapt in a fast-paced, dynamic environment.

• Excellent interpersonal, verbal, and written communication skills.

• Comfortable with ambiguity and learning from mistakes.

• Availability for consistent overlap with PST/Vancouver working hours (7am–3pm PST).

• Willingness to participate in calls with North American clients.

• Proficient in or willing to learn to use platforms such as Google Workspace, Claude, and ClickUp.

• Submission of a resume and a brief Loom video introduction of at least 1 minute is required with the application.

🏝️ Benefits

• 20 days of paid time off (PTO) each year.

• Flexible working hours.

• Opportunities for remote work.

• Extensive training and professional development programs.

• Direct interaction with senior leadership.

• A vibrant and inclusive company culture.