Client Services Coordinator

• Maintain and update Google Sheets, Airtable, and Karbon workspaces, ensuring data is accurate, up-to-date, and easy to use for stakeholders.

• Support various administrative and operational tasks for client service teams (e.g., tracking action items, managing shared trackers, preparing reports).

• Collaborate with internal stakeholders across finance, client services, and operations to ensure smooth handoffs and clear communication.

• Proactively identify opportunities to streamline workflows, automate manual steps, and recommend process improvements.

Understanding and embracing the agile and scrappy nature of startups is essential.

About You

• You have strong English communication skills, both written and verbal, and are comfortable working with U.S.-based teams.

• You are naturally curious and analytical, enjoy working with data, and like to understand the “why” behind the numbers.

• You are highly organized, detail-oriented, and able to manage multiple tasks and priorities without dropping the ball.

• You are a self-starter who takes initiative and enjoys finding better, more efficient ways of doing things.

• You are comfortable learning and using new tools, software, and systems.

• You thrive in a remote, fast-paced, and dynamic environment and are excited by the opportunity to support growing startup clients.

Your Experience & Background

• Bachelor’s degree in Business, Finance, Economics, Engineering, Data/Analytics, or a related field preferred.

• 2–4+ years of experience in a coordination, operations, analyst, or client services role (professional services or startup environment is a plus).

• Strong proficiency with Google Sheets or Excel (filters, pivot tables, basic formulas); experience managing large data sets is highly valued.

• Experience working with collaboration or project management tools (e.g., Karbon, Asana, Monday.com, ClickUp, or similar).

• Experience with Airtable is helpful, but not required

• Demonstrated ability to learn new systems quickly and adapt to evolving processes.

• Clear and professional communication skills, with the ability to work effectively in a remote setting based on trust and accountability.

• High degree of confidentiality and discretion when working with sensitive client and internal information.

Core Competencies

• Attention to Detail: You catch errors others miss and care deeply about data quality.

• Analytical Thinking: Comfortable analyzing data from quotes, availability, and operations to surface insights and support decisions.

• Process Orientation: Strong interest in building and improving processes; you naturally look for better ways to work.

• Collaboration & Communication: Able to work closely with cross-functional teams and communicate clearly, both in writing and in calls/meetings.

• Technical Proficiency: Confident working in Google Workspace, spreadsheets, and modern SaaS tools; open to learning new platforms like Karbon.

• Reliability & Ownership: You follow through on commitments, meet deadlines, and take ownership of your work product.

What We Offer

• Work remotely! From home or otherwise, your office is where you choose.

• A collaborative, communicative culture driven by our Core Purpose and Values, with smart people who love to learn and share knowledge.