V104 - Client Intake & Operations Coordinator

Job Duck LLC • 1d ago

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

We are seeking an organized, proactive, and client-focused Client Intake & Operations Coordinator to manage client communications, scheduling, and administrative processes. This role is essential in ensuring a smooth client experience from first contact through follow-up, while also supporting internal operations and systems.

The ideal candidate is detail-oriented, tech-savvy, and empathetic, with a strong commitment to customer service and the ability to manage multiple priorities in a fast-paced environment.

Schedule: Monday to Friday 08:00 AM - 05:00 PM MST

Monthly Compensation: 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

Send contracts to clients through MyCase and track completion

Send reminders and confirmations to clients

Build, document, and maintain Standard Operating Procedures (SOPs)

Ensure all documents are properly stored and organized

Draft and prepare contracts and related documents

Organize and maintain the client database to ensure data accuracy and accessibility

Manage shared inboxes, prioritize messages, and respond in a timely and professional manner

Schedule consultations and appointments efficiently

Serve as the primary point of contact for new and existing clients via email and phone

Perform consistent follow-ups (FUPs) to maintain engagement and move clients through the process

Requirements:

Highly organized with strong attention to detail
Proactive self-starter who anticipates needs and follows through
Strong multitasking and time-management abilities
Empathetic, kind, and client-centered communication style
Excellent customer service mindset
Tech-savvy, comfortable using CRMs, scheduling tools, and document systems
Committed and reliable, with a sense of ownership over responsibilities
Bilingual (spoken and written)

Work Shift:

8:00 AM - 5:00 PM [MST][MDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.