ROLE SUMMARY

Our client is seeking a Client Coordinator to join their growing team. This role will be responsible for a variety of support tasks, such as managing a list of clients, scheduling, handling event logistics, and onboarding new clients. This role will also work closely with the founder in tracking leads, scheduling guest appearances, and research.

WORK SCHEDULE: 8:00 AM - 5:00 Pacific Standard Time (12:00 AM - 9:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS:

• Review calendar and client list with the founder to identify and manage all prep work, materials, logistics, travel plans, etc.
• Review the list of clients to ensure that the company is scheduling them for regular meetings and calls (preferably one year out)
• Schedule the founder for follow-up calls, meetings, and lead/sales conversations, and book him for speaking and guest appearances on shows and events
• Send and manage client prep work before all sessions
• Encode survey responses into the Mural whiteboard tool
• Order or send all materials for in-person events
• Create agenda timing from templates and outlines the founder creates
• Review, edit, and send session notes to client attendees
• Schedule any follow-up work that the founder needs to handle
• Welcome and onboard new clients for any programs, schedule calls, collect documents, order assessments, and create summaries of assessment
• Set up and welcome workshop registrants
• Send follow-up materials and schedule calls after the events
• Find and prepare assistants for in-person sessions to take notes and support the event
• Remind clients to invoice the company and get them paid by the founder
• Track leads in process and remind the founder about follow-up
• Schedule guests on shows, interview them, prepare briefing notes from the template, and send them links after the show is released
• Research and coordinate event logistics for our virtual and in-person events
• Provide Zoom meeting support and manage breakout rooms and guests
• Prepare and distribute session notes

QUALIFICATIONS:

• A Bachelor’s degree in the related field
• Experience in coordinating events, managing calendars, organizing tasks, arranging travel, and engaging with clients
• Experience with Google and Apple apps, particularly spreadsheets
• Experience with using the Mural whiteboard app would be an advantage
• Able to manage shifting priorities and keep things on track
• Experience in a multi-client environment
• Strong organization, oral and written communication skills
• Analytical skills with particular attention to detail
• Aptitude in data management, analytics, reporting preparation
• Ability to function in an autonomous environment—independent worker, self-directed

Please refer to job description.