Client Experience and Growth Coordinator

Client Experience and Growth Coordinator Carr, Riggs & Ingram, LLC - 3.2 Huntsville, AL Job Details 1 day ago Benefits Paid parental leave Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Parental leave Snacks provided Vision insurance Qualifications Record keeping Microsoft Excel Client onboarding Mid-level Event vendor coordination 3 years Administrative experience Social media platforms Schedule management Accounting firm experience Sales pipeline management Marketing campaign management CRM system proficiency Productivity software monday.com Communication skills Progress tracking (project management tasks) Consulting firm experience Full Job Description

CLIENT EXPERIENCE AND GROWTH COORDINATOR

At CRI Simple Numbers, your career path is just that—yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI Simple Numbers can help you reinvent your career path and shape your future. We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts. We're looking for a highly organized, client-first coordinator who loves keeping things moving. This role is client-facing and serves as a key bridge between sales and operations helping prospects stay on track during the sales process, then becoming the primary point of contact once a client says "yes" to ensure a smooth, confident onboarding into our services. You'll support light marketing execution (especially design coordination and campaign logistics), run point on webinars/calls/presentations for our client community, coordinate masterminds and conferences, and keep onboarding billing transitions accurate and timely. If you're the kind of person who enjoys calendars, checklists, follow-through, and making clients feel taken care of this is for you.

Essential Functions:

Client Onboarding & Ongoing Client Coordination Serve as the main point of contact for new clients after the engagement is sold—guiding them through onboarding steps, timelines, and expectations. Manage onboarding checklists and ensure required forms/data are collected, organized, and routed to the right internal team members. Coordinate kickoff scheduling and any prep calls/sessions.

Maintain clear client communication:

what's next, what we need, and by when. Track onboarding progress and proactively resolve bottlenecks. Sales Administration & Pipeline Follow-up Track prospects and opportunities: stage, status, next steps, and follow-up dates. Support the sales process with scheduling, reminders, recap notes, and handoffs. Help ensure no leads fall through cracks by maintaining clean, current records in the CRM/tracking system. Community Model Programming (Webinars, Calls, Presentations) Coordinate recurring community activities (webinars, coaching calls, peer group sessions, presentations, etc.). Handle scheduling logistics, invites, reminders, basic run-of-show support, and follow-up communications. Support a high-quality client experience through consistent execution and responsiveness.

Events:

Masterminds, Conferences, and Special Programs Coordinate logistics for masterminds and conferences: timelines, vendors, venues, speaker/support needs, attendee communications, and on-site details. Partner with marketing to support promotion, registration workflows, and post-event follow-up. Marketing Support (Light Design, Campaign Logistics) Assist with marketing campaigns (coordination, scheduling, asset management, basic production support). Support graphic design workflows (working with internal/external designers, gathering requirements, managing versions, ensuring deadlines are met). Help maintain organized access to marketing assets and event collateral. Billing & Service Change Coordination Coordinate with the internal bookkeeping/billing contact to ensure new clients are set up correctly for billing. Communicate and track requests to pause/cancel services, ensuring internal systems and trackers are updated. Confirm completion back to the internal team and, when appropriate, the client.

Qualifications:

3+ years of experience Experience in a CPA or Consulting Firm preferred Excellent written and verbal communication skills Proficient in Microsoft Office (Excel and Word) Experience with Monday.com, Pandadoc, Canva, and social media platforms preferred Highly proactive with a high energy level Well-developed interpersonal skills. Ability to get along well with diverse personalities; tactful, mature, and flexible. Ability to operate independently and self-manage projects. Ability to perform several tasks concurrently with ease and professionalism. Sound administrative skills. Ability to establish credibility and be decisive, but able to recognize and support the Partners' preferences and priorities. Comfortable performing multifaceted projects in conjunction with normal activities. Applicants for positions with CRI must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position or future positions. CRI offers innovative technology and tools to allow team members access to all available resources 24/7, and to work efficiently from remote locations. Onsite Consultants, enjoy a new and modern workspace, and well-stocked kitchen. We also offer a flexible professional schedule. CRI offers a generous benefits package, which includes 21 days of PTO, nine paid holidays, company paid long-term disability and life insurances. Plus, employee paid BCBS medical insurance, dental, vision, and short-term disability insurance. As well as, two weeks paid parental leave, flex-spending accounts, and a 401(k) retirement plan. #LI-LA1 #LI-Onsite