Required Skills: Operations and administrative coordination, Salesforce, Client onboarding and scheduling, Shared-mailbox, request management, Stakeholder communication and follow-through, Salesforce, Microsoft Outlook, Microsoft SharePoint, Microsoft Bookings

Job Description

• Manage and triage a shared customer-facing mailbox, including routing requests, tracking follow-up actions, and maintaining accurate records.
• Coordinate client onboarding, appointments, and service requests using Microsoft Bookings and related systems.
• Maintain client, broker, and service information in Salesforce, SharePoint, mailing lists, and other approved systems.
• Support webinars, educational sessions, client events, and other service activities.
• Coordinate schedules, meetings, communications, and follow-up activities across global time zones.
• Track operational activity such as request volumes, response times, onboarding activity, outstanding actions, and recurring issues.
• Maintain process documentation, response templates, operational guidance, and shared team resources.
• Work closely with internal teams and stakeholders to ensure requests are routed appropriately and completed on time.

• Previous experience as an Operations Coordinator, Executive Assistant, Administrative Analyst, Client Services Coordinator, or similar role.
• Experience working with Salesforce.
• Proficiency with Microsoft Outlook and SharePoint.
• Experience managing or supporting a shared customer-facing mailbox, service queue, or similar request-management process.
• Experience coordinating client appointments, onboarding, or customer service requests.
• Strong organizational skills and attention to detail.
• Strong written communication and customer-service skills.

• Ability to coordinate competing priorities and work effectively with stakeholders across multiple time zones.