Client Operations & Delivery Coordinator

Complete Legal; Chicago (IL); Sur place; USD 42 000 - 52 000; Plein temps

Avantages offerts par ce poste

401(k)

401(k) matching

Dental insurance

Health insurance

Vision insurance

PTO

Résumé du poste

Complete Legal in Chicago seeks a Client Operations Coordinator for an in-person, client-facing role. You'll partner with the sales team to ensure client satisfaction with products and services, reporting to the Document Services Manager and collaborating with Account Managers.

This role involves diverse tasks and constant movement, with opportunities for advancement. The ideal candidate thrives in a fast-paced environment, enjoys multitasking, and demonstrates strong communication,

Qualifications

• Knowledge of or willingness to learn HubSpot for daily schedule management and capturing client data.
• Demonstrate the ability to excel at multi-tasking, prioritizing, and managing your time efficiently and effectively.

Responsabilités

• Answering phone calls, picking up projects, gathering work instructions, understanding the client’s deadlines, and ensuring the project is delivered 100% correctly.
• Build sustainable relationships of trust with our clients through open and interactive communication, listening to their needs, and going the extra mile for them.
• Work as part of a team while growing as an individual contributor.
• Support Account Managers where needed.
• Proactively maintaining communication channels with clients via phone, email, or face-to-face meetings.
• Promptly return phone calls and emails, sometimes outside of regular working hours.
• Acting as the point of contact for clients to access our services and have a strong understanding of our services and communicate what we do for our clients.
• Driving a company van to pick up and deliver documents, boxes, and project materials to client locations on schedule
• Loading, unloading, and securing materials in the van, using dollies and carts as needed.
• Planning and managing daily routes and delivery schedules in HubSpot.
• Confirming deliveries and pickups and keeping accurate records (signatures, timestamps, chain of custody if the materials are confidential).
• Performing basic pre-trip vehicle checks, keeping the van clean, and reporting maintenance issues or incidents.
• Other duties, as assigned.

Connaissances

Multi-tasking

Time management

Teamwork

Communication

Detail-oriented

Client relations

Dependable

Initiative

Organizational skills

Outils

HubSpot

Description du poste

About us

Complete Legal helps attorneys and legal teams manage information involved in lawsuits, investigations, and other legal matters. From emails and text messages to hard-copy documents and data stored in the cloud, we help clients organize, review, and produce digital evidence accurately, securely, and efficiently. While our work happens behind the scenes, it plays an important role in helping our clients succeed.

Headquartered in Kansas City, with offices in St. Louis, New York, and Chicago, and remote employees nationwide, Complete Legal continues to grow while maintaining the collaborative culture that defines who we are. We’ve been recognized as one of America’s fastest-growing private companies on multiple prestigious growth lists, including the most recent Inc. 5000 list of America’s fastest-growing private companies, as well as the Kansas City Business Journal and Ingram’s rankings of the fastest-growing companies headquartered in the Kansas City region.

Just as important as the work is the team behind it. At Complete Legal, we hire great people, invest in their growth, and treat them well. We are committed to our core values - Trust, Growth, Execution, Teamwork, and Fulfillment - and they guide how we work every day.

We believe doing excellent work and enjoying the journey should go hand in hand. We celebrate our successes, support one another, and create an environment where people can make an impact while growing in a career they love.

Position Overview & Description

The Client Operations Coordinator is an in-person, client-facing role; the ideal candidate has a service-orientated personality and a desire to find a challenging and rewarding career. As a Client Operations Coordinator, you will partner with the sales team to ensure clients are satisfied with the products and services they’ve received. You will report directly to the Document Services Manager and collaborate closely with Account Manager(s), where you will receive direction, including daily tasks and ongoing mentorship. While you will have a desk and a computer, this is not exclusively a desk job. This job requires someone who never wants to have the same day twice and loves going from task to task. There are endless possibilities for career advancements.

Job Responsibilities

• Answering phone calls, picking up projects, gathering work instructions, understanding the client’s deadlines, and ensuring the project is delivered 100% correctly.


• Build sustainable relationships of trust with our clients through open and interactive communication, listening to their needs, and going the extra mile for them.


• Work as part of a team while growing as an individual contributor.


• Support Account Managers where needed.


• Proactively maintaining communication channels with clients via phone, email, or face-to-face meetings.


• Promptly return phone calls and emails, sometimes outside of regular working hours.


• Acting as the point of contact for clients to access our services and have a strong understanding of our services and communicate what we do for our clients.


• Driving a company van to pick up and deliver documents, boxes, and project materials to client locations on schedule


• Loading, unloading, and securing materials in the van, using dollies and carts as needed.


• Planning and managing daily routes and delivery schedules in HubSpot.


• Confirming deliveries and pickups and keeping accurate records (signatures, timestamps, chain of custody if the materials are confidential).


• Performing basic pre-trip vehicle checks, keeping the van clean, and reporting maintenance issues or incidents.


• Other duties, as assigned.

Knowledge, Skills, and Abilities

• Knowledge of or willingness to learn HubSpot for daily schedule management and capturing client data.


• Demonstrate the ability to excel at multi-tasking, prioritizing, and managing your time efficiently and effectively.


• Motivated to be a part of a team.


• Stellar organizational and time management skills.


• Excellent interpersonal, oral, and written communication skills.


• Responsible and dependable.


• Ability to work with little supervision.


• Ability to take initiative.


• Strong attention to detail.


• Ability to build long-lasting and meaningful relationships with clients.

Physical Demands and Other Requirements:

• Ability to lift, carry, and move boxes weighing up to 65 pounds each.


• Ability to frequently bend, stoop, kneel, reach, and perform other physical movements necessary to handle files, records, and project materials.


• Ability to safely move and transport heavier boxes and materials using carts, dollies, and other appropriate equipment.


• Ability to work in both office and storage/file room environments as required.


• Reliable transportation.


• Working smartphone for business communications and work-related activities as required.


• Clean driving record.


• Must be able to pass a background check.

Benefits:

• 401(k)


• 401(k) matching


• Dental insurance


• Health insurance


• Vision insurance


• PTO