Client Operations Coordinator

About the role

We're looking for a Client Operations Coordinator to join our Exxat One leadership and account management teams. This role is your launchpad into SaaS operations and client management, with real mentorship from senior leadership.

Responsibilities

• Systems and Project Coordination
• Keep client statuses, contracts, and daily task tracking sharp across Monday.com, Salesforce, and our project management tools.
• Run regular system tuneups: Housekeeping, dashboards, reports, cleanup.
• Drive the renewal lifecycle: prep documents, send to clients, update records once signed.
• Partner with accounting on invoicing, contract updates, and reconciliation, keeping internal data airtight.
• Own the renewal calendar and flag upcoming dates to AMs and leadership before they become urgent.
• Webinar and Event Coordination
• Own end-to-end logistics for client and partner webinars: platform setup, registration, reminders, run of show support, and post-event follow up.
• Track engagement and attendance data to help the team spot trends and unanswered questions worth following up on.
• Partner with marketing and leadership on webinar content scheduling and promotion timing.
• Team and Administrative Support
• Help prep meetings: agendas, notes, follow-ups, the works.
• Keep the team on track with tickets: monitoring status, nudging owners, and flagging anything stuck.
• Compile and format reports or presentations for leadership.
• Provide general support to the Exxat One leadership team as needed and look for ways to add value beyond the ask.

Requirements

• A bachelor's degree in Business, Communications, Accounting, or related field (relevant internships count too).
• Sharp attention to detail and a genuine love of staying organized.
• Comfort with CRM and project management tools (Salesforce, Monday.com, or similar).
• Strong written and verbal communication skills.
• A proactive, curious mindset. You see a gap and you want to fill it.

Qualifications

• Experience with CRM and project management tools.
• Experience with webinars and event coordination.
• Experience with reporting and analytics.
• Experience with project management software.