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TYPE OF WORK
Part Time
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SALARY
$5 & up depending on experience
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HOURS PER WEEK
25
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DATE UPDATED
Jul 28, 2026
CLIENT EXPERIENCE & ADMIN OPERATIONS MANAGER (REMOTE)
About the Role
We are hiring a high-performance Client Experience & Admin Operations Manager to take full ownership of our client communication, onboarding process, and backend organization.
This is NOT a basic assistant role.
This position is for someone who is organized, fast, proactive, and able to manage multiple moving parts without constant direction.
If you need to be told what to do all day, this is not for you.
Primary Objective
Your role is to ensure every lead and client is handled professionally, quickly, and efficiently from the
You are responsible for keeping our business organized, responsive, and running smoothly.
Industry Context (Important)
We operate in the tax, credit, and financial services space.
You will be communicating with clients about sensitive financial matters, so professionalism, attention to detail, and accuracy are critical.
Experience in tax preparation, credit services, or financial services is a plus, but not required.
You must be able to learn quickly and communicate in a way that builds trust with clients.
Key Responsibilities
Client Communication
Respond to all inbound messages (DMs, texts,
Maintain professional, clear, and confident communication
Answer basic questions and direct leads appropriately
Lead Management & Follow-Up
Track ALL leads inside our CRM (GoHighLevel)
Follow up with new leads, no-shows, and inactive prospects daily
Ensure no lead goes untouched
Appointment Setting
Book calls and send confirmations
Send reminders and reduce no-shows
Keep calendar organized and updated
Client Onboarding
Send welcome messages and next steps
Ensure clients submit required documents
Track onboarding progress and follow up on incomplete items
System & Organization
Keep CRM updated at all times (if it’s not in the system, it doesn’t exist)
Maintain clean and organized client records
Identify gaps or issues in workflow and report them
Daily Reporting
Submit end-of-day reports including:
Number of leads
Conversations handled
Appointments booked
Follow-ups completed
Performance Expectations (KPIs)
Response time under 5 minutes
100% of leads tracked in CRM
20–30% booking rate from conversations
Consistent daily follow-up completion
Zero missed or ignored leads
Requirements
Strong communication skills (written and verbal)
Highly organized and detail-oriented
Able to multitask in a fast-paced environment
Tech-savvy (CRM experience preferred, especially GoHighLevel)
Reliable internet and consistent availability
Proactive mindset — you solve problems, not wait for instructions
Important
This role directly impacts client experience, revenue, and business operations.
Mistakes, missed messages, or lack of follow-up can result in lost clients and lost income.
Accountability is non-negotiable.
Application Instructions (READ CAREFULLY)
To be considered, you must follow all steps below:
1. Send a message with the subject line: “I’m Ready to Run Operations”
2. Include a short paragraph explaining your experience with client communication and organization
3. Answer this question:
How would you handle a lead that inquired but stopped responding?
4. Record a short voice note (1–2 minutes) introducing yourself and explaining why you’re a good fit
Applications that do not follow instructions will not be considered
Trial Process
Selected candidates will complete a 3-day paid trial.
During this trial, you will be evaluated on:
Communication speed and professionalism
Ability to follow instructions
Organization and attention to detail
Follow-up consistency
Only candidates who perform will be offered a long-term position.
We are building a structured, high-performing business.
If you are dependable, organized, and ready to take ownership, this role has strong growth potential.
If not, this is not the position for you.
