Client Success & Operations Coordinator

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: TYPE OF WORK

Part Time

: SALARY

7.00 a Hour

: HOURS PER WEEK

20

: DATE UPDATED

Mar 30, 2026

JOB OVERVIEW

This role exists to turn conversations into execution. You will sit in coaching calls, track commitments, and make sure what gets said actually gets done. From managing CRM and organizing systems to pulling content from calls and supporting social media, you are the force behind the scenes ensuring everything runs smoothly, shows up consistently, and nothing gets missed.
Who We Are

We are a high-performance coaching business built on accountability, execution, and systems that scale. Our clients don’t need more information—they need follow-through.

We are looking for someone who can operate behind the scenes at a high level—capturing details, organizing chaos, and ensuring nothing slips through the cracks.

Who You Are
You are an elite listener and executor
You think in systems, checklists, and outcomes
You don’t wait—you anticipate and act
You are highly organized and detail-obsessed
You take ownership and follow things through to completion
You can keep up in a fast-paced, high-accountability environment

Bonus if you:

Have supported a coach, consultant, or real estate professional
Have experience with Zoho CRM and Keller Williams Command
Have a background in social media/content support
Core Responsibilities

1. Coaching Call Support (Core Function)
Attend coaching calls and capture key takeaways
Track client commitments + coach promises
Turn conversations into clear action items
Organize and send post-call summaries
Track deadlines and follow-ups

2. Client Accountability & Experience
Ensure all promises and deliverables are completed
Send follow-ups, reminders, and resources
Track client progress and engagement
Build a high-touch client experience

3. CRM Management (Zoho + Command)
Log all calls in Zoho CRM
Maintain and update records in Keller Williams Command as needed
Track touchpoints, notes, and client activity
Maintain clean, structured, and accurate databases across both systems
Ensure consistency between platforms

4. Email & Calendar Management
Organize inbox (folders, labels, prioritization)
Draft and respond to emails when appropriate
Flag urgent items and protect focus time
Support calendar coordination and scheduling

5. Google Drive & Systems Organization
Organize Google Drive (folders, naming conventions, access)
Maintain clean and consistent file systems
Create and update SOPs, templates, and documents
Ensure everything is easy to find and scalable

6. Client Milestones & Relationship Tracking
Build and maintain:
Client birthdays
Coaching anniversaries
Keller Williams anniversaries
Track milestones inside CRM and/or calendar systems
Trigger reminders, messages, or gifts
Help create a “never miss a ---------- nt” client experience

7. Social Media Support
Assist with posting and scheduling content
Pull content ideas from coaching calls
Organize content calendar
Light editing using Canva or CapCut
What Success Looks Like
Every call turns into clear execution and follow-through
Inbox and Drive are clean, organized, and efficient
CRM data is accurate, aligned, and actually used
No client milestone is missed
The business runs smoother, faster, and more predictably
Tools You’ll Use
Zoho CRM
Keller Williams Command
Google Workspace (Docs, Sheets, Drive, Gmail)
Zoom
Canva / CapCut
Scheduling tools (Calendly or similar)
Schedule & Expectations
Must attend scheduled coaching calls
Remote position
Part-time or full-time depending on fit
Strong communication and fast response time required

SKILL REQUIREMENT

Social Media Management Google Docs Organization

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Client Success & Operations Coordinator

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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