Role Overview
This is a mid-level position within the Client Experience team, focused on providing timely, accurate, and thorough support to clients engaged in advisory services. The specialist operates independently to manage and resolve client inquiries from start to finish, ensuring a seamless experience across communication channels.
Key Responsibilities
- Manage daily client inquiries across multiple platforms, organizing and prioritizing tasks to meet service level expectations
- Deliver clear, thoughtful responses that address client needs and lead to effective resolutions
- Investigate and resolve moderately complex or urgent issues, escalating only when necessary
- Keep detailed records and follow established workflows in HubSpot to maintain consistency and accountability
- Work with internal teams to address billing, product access, and event logistics concerns
- Support client communications and coordination related to workshops, events, and program rollouts
- Spot patterns in client issues and share feedback to help improve processes and reduce future friction
- Handle follow-up on failed payments according to defined procedures, documenting outcomes accurately
Qualifications
Candidates should have at least two years of experience in client-facing roles within B2B environments, particularly in advisory, coaching, or event-driven services. Experience with HubSpot Service Hub or similar ticketing systems is essential, along with a track record of meeting SLAs under pressure.
Background in service-oriented industries such as hospitality, healthcare, or retail is valuable. Strong written communication skills, organizational discipline, and the ability to make sound judgments in fast-moving settings are required. A proactive attitude toward learning new technologies and adapting to evolving systems is expected.
Work Environment
This role operates remotely within the U.S., following a structured schedule from 8:00 AM to 5:00 PM MST, Monday through Friday. Occasional support outside these hours may be needed for time-sensitive events or urgent client needs.
Compensation & Benefits
The position offers a base salary range of $68,000 to $90,000. Benefits include flexible unlimited paid time off, comprehensive health coverage, employer contributions to HSA and 401(k) plans, and an annual $1,200 wellness reimbursement. Mental health support and FSA options are also available. Team members in Las Vegas have access to a state-of-the-art gym at the company’s headquarters.
