Client Onboarding Coordinator

Key Responsibilities

• Contact new corporate clients within 24 business hours to schedule onboarding sessions.
• Manage onboarding calendars to ensure efficient scheduling and seamless transitions.
• Conduct structured onboarding calls that clearly outline expectations, program structure, and next steps.
• Submit platform access forms for clients requiring system reinstatement (e.g., CEO access).
• Attend 7-Figure and Thursday Mentorship calls to stay aligned with program updates and action items.
• Track mentor allocations to ensure clients are matched within 24–48 business hours.
• Assign advocacy calls to available mentoring agents based on calendar capacity.
• Follow up on unresponsive clients to restore communication and maintain engagement.
• Ensure smooth coordination between clients and mentors during program initiation.
• Monitor client accounts to confirm active enrollment and payment status.
• Notify appropriate teams of payment discrepancies or accounts requiring follow-up.
• Inform Coaching and Mentoring teams when chargebacks occur to pause services immediately.
• Track and manage client pause requests, ensuring timely reactivation of mentoring services.
• Maintain accurate opportunity sheets and renewal tracking documentation.
• Flag clients nearing renewal and coordinate follow-up efforts to support retention and revenue continuity.
• Sort and prioritize incoming Zendesk communications, escalating urgent matters appropriately.
• Ensure client inquiries are handled promptly and documented accurately.
• Maintain clear communication across departments regarding client status updates and action items.
• Partner with Sales, Finance, Coaching, Platform, and Community/Event teams to ensure seamless service delivery.
• Cross-check with Community and Events teams to identify high-performing clients suitable for testimonials or success stories.
• Communicate recurring client trends or operational inefficiencies to leadership for process improvement.
• De-escalate client concerns with professionalism and empathy.
• Provide clear, structured, and solution-oriented communication throughout onboarding and program coordination.
• Exercise sound judgment when balancing company policy with client satisfaction.

  Qualifications

  • Experience in client relations, program coordination, onboarding, or customer support roles.
  • Presentation or onboarding facilitation experience preferred.
  • Exposure to mentoring, coaching, or sales-support environments is beneficial.
  • Strong written and verbal communication skills.
  • Professional phone presence and confident client engagement ability.
  • Ability to manage multiple workflows and competing priorities effectively.
  • Strong organizational discipline and follow-through.
  • C competent problem-solving skills with sound judgment.
  • Technical aptitude and ability to learn internal systems quickly.
  • Proficiency in Google Workspace (Drive, Sheets, Docs).
  • Experience with HubSpot or other CRM platforms preferred.
  • Working knowledge of Microsoft Office, Google Suite, and Mac operating systems.
  • Typing speed of approximately 40+ words per minute.
  • Positive, service-oriented mindset aligned with a growth-driven culture.
  • Calm and composed under pressure.
  • Detail-oriented and highly accountable.
  • Proactive communicator who drives clarity across teams.
  • Team-oriented with strong cross-functional collaboration skills.