WorkWithMe

Client Services & Operations Associate

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: TYPE OF WORK

Full Time

: SALARY

Negotiable

: HOURS PER WEEK

40

: DATE UPDATED

Jul 11, 2026

JOB OVERVIEW

Interested applicants may apply here: ----------

About the Role
We are hiring a highly organized and proactive Client Services & Operations Associate to support a growing, service-based business. This role is ideal for someone with experience in customer service, sales support, or operations who thrives in a fast-paced, client-facing environment.

A key part of this role involves handling inbound leads, answering calls, providing quotes, and following up to convert inquiries into booked jobs, many of which come through Facebook and other digital channels. Speed, communication, and consistent follow-up are essential to driving results.

In addition to customer engagement, you will manage day-to-day operations, scheduling, systems, and administrative tasks, while supporting financial and operational processes. You’ll work closely with the business owner to ensure smooth operations and a seamless customer experience.

We’re looking for someone detail-oriented, confident on the phone, and comfortable managing multiple priorities. If you enjoy working directly with customers and taking ownership of both service and results, this is a great opportunity to grow with the business.

Requirements
- At least 4+ years of experience in customer service, client support, sales support, operations, or a similar client-facing role
- Proven experience handling inbound leads, customer inquiries, or sales conversations (phone, email, chat, or social media)
- Handle inbound customer inquiries via phone, email, text, and social media.
- Respond to new leads promptly and convert inquiries into booked jobs.
- Prepare and send accurate service quotes and estimates.
- Follow up with leads and previous customers to increase bookings.
- Deliver excellent customer service throughout the customer journey.
- Update customer information, job statuses, and communications in the CRM (WORKIZ or similar).
- Coordinate schedules, appointments, and daily operational activities.
- Maintain accurate customer records, reports, and KPI tracking.
- Support invoicing, billing, and other administrative tasks.
- Manage shared inboxes and assist with customer communications.
- Support email marketing campaigns and customer outreach efforts.
- Keep the company's Google Business Profile and social media channels updated.
- Identify opportunities to improve customer experience and streamline internal processes.
- Perform other administrative and operational duties as assigned.

Nice-to-Have
- Experience with tools such as:
- WORKIZ
- HOMEBASE
- Asana or similar task management platforms

Responsibilities
- Serve as the primary point of contact for customers by answering calls, responding to inquiries, providing quotes, and supporting booking conversions.
- Manage inbound leads (especially from Facebook and other channels) by responding promptly, gathering details, preparing estimates, and converting inquiries into booked jobs.
- Follow up consistently with leads and past customers to drive engagement and support revenue growth
- Handle WORKIZ tasks including job updates, client communication, invoicing, and follow-ups
- Maintain accurate records, client profiles, and KPI tracking
- Support daily administrative operations including inbox management and scheduling (calendar, appointments, and meetings)
- Assist with financial and operational tasks such as bill pay, P&L preparation, and coordination with the bookkeeper
- Prepare and send key documents (e.g., COIs) and support email or outreach campaigns
- Support lead generation efforts through cold outreach and maintaining social media and Google Business Profile updates
- Contribute to process improvements and provide general administrative and operational support as needed

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Job Post	Reporter	Rank	Reason	Date

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WorkWithMe

Client Services & Operations Associate

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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