Client Operations
hace 5 días
Client Operations & Account Support Coordinator (Entry-Level)
Account Management | Customer Support | Onboarding
Builder Lead Converter is a Software-With-a-Service (SwaS) company serving remodelers and home builders across the United States. We help our clients generate leads, run marketing campaigns, nurture their databases, and convert opportunities into sales using structured systems and measurable processes.
We are a process-driven, growth-focused company committed to delivering results through accountability, structured communication, and consistent client engagement.
Learn more:
Role OverviewWe are seeking a Client Operations & Account Support Coordinator to primarily support our Account Management team, while also assisting Customer Support and Onboarding as needed.
This full-time, entry-level role focuses on operational excellence - ensuring client meetings are prepared, follow-ups are tracked, tickets are managed properly, and no communication falls through the cracks.
The purpose of this role is to strengthen our client operations infrastructure so Account Managers can focus on strategic growth conversations, product implementation, and client retention.
This position reports to the Account Manager and works closely with the Support Lead and Onboarding Manager. The role includes a clear growth path toward Junior Account Manager and eventually full Account Manager for high performers.
Key ResponsibilitiesAccount Management Support (Primary Focus)
- Schedule recurring monthly and quarterly client meetings
- Maintain consistent meeting cadence and reminders
- Prepare agendas and pull CRM metrics prior to meetings
- Attend client calls when needed to take structured notes
- Log follow-ups and assign action items within 24 hours
- Assist in preparing client performance or growth reports
- Maintain accurate client records in CRM systems
- Manage and update a high volume of tickets in Jira or similar systems
- Monitor shared inboxes and support queues
- Ensure tickets are categorized, documented, and escalated appropriately
- Track open tickets and help maintain SLA compliance for timely resolution
- Maintain accurate documentation of client interactions
- Prepare client accounts and onboarding checklists
- Ensure setup documentation is accurate and complete
- Support coordination between onboarding and account management teams
- Record Loom walkthrough videos to answer client questions
- Create clear written guides and documentation
- Identify recurring issues and suggest improvements to processes
- Strong written and verbal English communication skills
- Comfortable participating in video calls with clients
- Experience using Jira or similar ticketing software preferred
- Comfortable navigating CRM platforms and online tools
- Organized, detail-oriented, and process-driven
- Strong attention to detail and follow-through
- Calm and solutions-focused under pressure
- Reliable and accountable
- Interested in long-term growth within account management
Entry-level candidates are welcome. Experience in SaaS support, customer service, virtual assistance, or digital marketing is a plus.
Growth PathAccount Support Client-Facing Support Junior Account Manager Full Account Manager
We are looking for someone who wants to grow within a structured, performance-driven environment.
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