Coach Matching & Placement Specialist

Ferry International; Santa Ana (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Ferry International in Santa Ana, CA, is seeking a Client Placement Specialist who understands that the right coach can make all the difference. You will use assessments and client needs to connect clients with the best match among our coaches.

You’ll manage placements and transfers, maintain the Coach Availability Log, identify trends, and help improve the matching process. The role offers a collaborative environment and opportunities to test new approaches.

Qualifications

• Bachelor’s degree or 3+ years relevant experience.
• Excellent follow-up and detail orientation.
• Ability to collaborate and manage multiple priorities using Salesforce and other systems.

Responsibilities

• Match clients with the right coach using client needs, assessments, and preferences.
• Manage placements and transfers with timely coordination.
• Maintain the Coach Availability Log and ensure data accuracy.
• Identify trends from placement data and share insights with mentors and leadership.
• Contribute ideas to improve the client placement experience and test new approaches.

Skills

Attention to detail

Follow-up skills

Collaboration

Communication

Time management

Independent judgment

Education

Bachelor’s degree or 3+ years of experience

Tools

Salesforce

Microsoft Excel

CRM systems

Job description

Ferry International in Santa Ana, CA, is seeking a Client Placement Specialist who understands that the right coach can make all the difference. You will use assessments and client needs to connect clients with the best match among our coaches.

You’ll manage placements and transfers, maintain the Coach Availability Log, identify trends, and help improve the matching process. The role offers a collaborative environment and opportunities to test new approaches.