Client Experience & Operations Coordinator

Visibility-CFO-; Phoenix (AZ); On-site; USD 51,577,000 - 80,231,000; Full time

Benefits offered by this job

Growth opportunities

Job summary

Visibility CFO Deal Advisors in Phoenix, AZ seeks an organized, proactive Office & Admin Specialist to keep client communication, scheduling, invoicing, CRM data, and office routines running smoothly. You will report to the founders and partner with the team to deliver a consistently professional experience for clients and colleagues.

Responsibilities include handling client onboarding, preparing invoices, tracking time, supporting QuickBooks tasks, maintaining records, coordinating outreach

Qualifications

• 1+ years in office management, executive assistance, client service, operations support, or a similar role.
• Experience with QuickBooks, CRM systems, and standard office software is helpful.
• Experience supporting invoicing, time tracking, scheduling, or administrative recordkeeping is desirable.

Responsibilities

• Serve as a professional, responsive first point of contact for clients and external partners.
• Coordinate client onboarding, scheduling, reminders, and follow-up.
• Maintain organized office, records, and digital files to support the advisory team.

Skills

Office management

Executive assistance

Client service

Operations support

Account coordination

Tools

QuickBooks

CRM systems

Microsoft Office

Google Workspace

Job description

Visibility CFO Deal Advisors in Phoenix, AZ seeks an organized, proactive Office & Admin Specialist to keep client communication, scheduling, invoicing, CRM data, and office routines running smoothly. You will report to the founders and partner with the team to deliver a consistently professional experience for clients and colleagues.

Responsibilities include handling client onboarding, preparing invoices, tracking time, supporting QuickBooks tasks, maintaining records, coordinating outreach