Client Operations & Account Support Coordinator

Builder Lead Converter; United States; On-site; USD 40,000 - 55,000; Full time

Job summary

Builder Lead Converter is hiring a Client Operations and Account Support Coordinator. This entry-level position aims to strengthen client relationships and operational infrastructure. Responsibilities include coordinating client meetings, preparing agendas, and managing support tickets. The ideal candidate has strong communication skills, is detail-oriented, and is comfortable using CRM tools. This full-time role offers a clear growth path towards account management for high performers, ensuring a structured and supportive work environment.

Qualifications

• Must have strong written and verbal communication skills.
• Should be organized and detail-oriented.
• Experience with CRM platforms and online tools is required.

Responsibilities

• Coordinate client meetings, including scheduling and reminders.
• Prepare for client calls by creating agendas and capturing notes.
• Log meeting follow-ups and manage client records.

Skills

Strong written and verbal English communication

Organized

Detail-oriented

Process-driven

Experience with CRM platforms

Experience with Jira or similar software

Job description

Builder Lead Converter

Client Operations and Account Support Coordinator

Company Overview

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.

The Opportunity

This entry-level Client Operations and Account Support Coordinator role is a chance to build a career in account management while learning the inner workings of a modern SwaS business. You will be the operational backbone of our client relationships, making sure meetings, follow-ups, tickets, and communication are consistently organized and executed.

By strengthening our client operations infrastructure, you enable Account Managers to focus on high-value strategic conversations, product implementation, and client retention. For high performers, this role offers a clear path toward Junior Account Manager and ultimately full Account Manager responsibilities.

What You\'ll Do

• Coordinate and maintain recurring monthly and quarterly client meetings, including scheduling, reminders, and calendar management.
• Prepare for client calls by creating agendas, pulling CRM metrics, and joining meetings when needed to capture structured notes and action items.
• Log meeting follow-ups within 24 hours, assign tasks to the right team members, and keep client records up to date in CRM systems.
• Monitor and manage a high volume of support tickets and shared inboxes, ensuring issues are categorized, documented, and escalated appropriately.
• Support onboarding by preparing client accounts and checklists, confirming setup documentation is accurate, and coordinating handoffs between onboarding and account management.

What Success Looks Like

• Within the first 3–6 months, client meetings consistently start well-prepared, with clear agendas, current performance data, and accurate notes captured after each call.
• Support tickets and client inquiries are tracked and updated daily, with documentation that makes it easy for the team to resolve issues and maintain SLA expectations.
• Onboarding tasks for new clients are completed on time, with complete and accurate setup information that allows Account Managers to transition into strategic conversations quickly.
• Recurring operational gaps, repeated questions, or process breakdowns are identified and translated into updated documentation, Loom walkthroughs, or suggested process improvements.

What We\'re Looking For

• Strong written and verbal English communication skills, with confidence participating in video calls with clients when needed.
• Organized, detail-oriented, and process-driven, with a focus on follow-through and keeping tasks from slipping through the cracks.
• Comfortable navigating CRM platforms and online tools; experience with Jira or similar ticketing software is a plus.
• Calm and solutions-focused under pressure, reliable and accountable, and genuinely interested in growing into client-facing account management over time.

Compensation and Benefits

• Pay and benefits discussed during the interview process.
• Clear growth path from Account Support to Client-Facing Support, Junior Account Manager, and Full Account Manager for strong performers.
• Full-time role with structured, performance-driven expectations.
• Collaborative work with Account Management, Support, and Onboarding leaders.

How to Apply

If this role aligns with your skills and your desire to grow into account management, please submit your resume and a brief note explaining why you are interested in the Client Operations and Account Support Coordinator position at Builder Lead Converter.