Nonprofit Client Success & Onboarding Coordinator

Eddy; Mesa (AZ); Vor Ort; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

Legacy Offices in Mesa, AZ is seeking a Client Coordinator to be the primary liaison for nonprofit clients. You’ll guide intake and onboarding, maintain clear, timely communication, and ensure nothing is missed between clients and our team.

You will help manage client files, compliance items, and SOP development to standardize workflows. You’ll schedule, coordinate appointments for executives, and support ongoing client relationships with detailed, organized processes.

Qualifikationen

• Strong written and verbal communication skills, with a professional tone.
• 2+ years in a client-facing coordinator, administrative, or customer service role.
• Experience working with nonprofits, foundations, or professional services is a plus.
• Very organized and able to manage many client relationships and calendars at once.
• Detail-oriented and comfortable following checklists and deadlines.
• Able to write SOPs or training materials is a plus.

Aufgaben

• Run intake calls with prospective nonprofit clients to learn their goals and needs.
• Lead onboarding for new clients to ensure a smooth, organized transition.
• Hold regular calls with current clients to check progress and next steps.
• Draft and respond to client emails promptly and professionally.
• Answer calls, route to the right person, and make outgoing calls as needed.
• Serve as the link between clients and internal staff and follow up until questions are answered.
• Keep internal communication clear and share schedules, office happenings, and coordinating updates.
• Manage multiple schedules and calendars for executives and teams.
• Enter and update client requests, notes, and details in the ERP system.
• Support compliance by tracking documents and deadlines, sending reminders.

Kenntnisse

Client coordination

Communication

Calendar management

Process documentation

CRM/ERP familiarity

Tools

ERP system

Email

Scheduling tools

Jobbeschreibung

Legacy Offices in Mesa, AZ is seeking a Client Coordinator to be the primary liaison for nonprofit clients. You’ll guide intake and onboarding, maintain clear, timely communication, and ensure nothing is missed between clients and our team.

You will help manage client files, compliance items, and SOP development to standardize workflows. You’ll schedule, coordinate appointments for executives, and support ongoing client relationships with detailed, organized processes.