Client Services Coordinator
⛰️ (Remote, Latin-America)
Join a team that works smart and builds with intention.
We’re Velocity Work, and we’re on a mission to help law firm owners build thriving firms and lives they love. Our company is known for game-changing support, high integrity, and precision in everything we do.
Overview
We're looking for a Client Services Coordinator who thinks independently, takes ownership, and doesn't need hand-holding.
You'll be the operational backbone of our Client Services Team: managing data workflows, supporting strategic retreats, helping with communications and onboarding, and keeping systems running smoothly.
This isn't a role where you'll get step-by-step instructions for everything. You'll need to understand the objective, figure out the approach, and flag issues before they become fires.
We have a lot of this role mapped out in Clickup tasks, but our business evolves throughout the year and we need someone who can handle a certain amount of change, complete work at times without a full roadmap, and most importantly, communicate really well under pressure.
This role is NOT a fit if you:
- Need detailed instructions for every task
- Wait to be told what to do next
- See problems but don't speak up
- Struggle when processes aren't perfectly documented
This role IS a fit if you:
- See a gap and communicate to the team what you’re seeing
- Take a high-level objective and figure out the execution yourself
- Ask smart questions when something's unclear, then remember the answer
- Continuously improve how you work
- Take pride in being reliable and thorough
What You'll Do
Client Data & Reporting (~40%)
- Manage monthly data update cycles across 20+ client accounts
- Review data entry, update Looker (data viz) dashboards and presentations, coordinate follow-ups
- Track and chase responses from team members and clients
- Maintain accuracy in spreadsheets and reporting tools
Client Services Support (~30%)
- Coordinate retreat logistics: prep materials, Zoom whiteboards, post-retreat deliverables
- Support client onboarding from signed proposal through first 90 days
- Log client communications in HubSpot
- Schedule and track client birthday gifts
Operations & Administration (~30%)
- Manage calendar audits and Zoom link hygiene
- Organize and move Loom recordings to appropriate workspaces
- Run weekly system checks (Looker, Fireflies, ClickUp)
- Post reports to Slack (Clockify hours, etc.)
- Handle email campaign scheduling and approvals
Requirements
Must Have:
- Strong critical thinking and problem-solving skills (you can figure things out)
- Proactive communication (you surface issues, ask clarifying questions, keep people informed)
- Reliability and follow-through (when you say it's done, it's done correctly)
- Comfort with ambiguity (not everything will be spelled out)
- Fast, stable internet connection (required for video calls and screen sharing)
- Professional presence on video (we run regular virtual retreats and team meetings)
- Fluent English (written and verbal)
- Experience with modern SaaS tools
Our Tech Stack (familiarity with some preferred, willingness to learn all required):
- ClickUp (project/task management)
- Slack (team communication)
- Google Workspace (Docs, Sheets, Drive)
- Looker (dashboards/reporting, connected to our spreadsheets)
- HubSpot (CRM)
- Zoom, Loom, Figma, Fireflies.ai, Ongoody, Clockify
Nice to Have:
- Experience in client services, account management, or operations
- Background working with professional services firms
- Experience in a fast-paced small business environment
Work Setup
📍 Location: Remote (Latin America preferred for timezone overlap with US Eastern/Central)
⏰ Hours: Full-time, 40 hours/week with core hours overlapping US business hours
💵 Compensation: $1,000–$1,250 USD/month depending on experience
Here’s what to do 👇
Fill out the application at this link...
You’ll be asked to upload...
- A 1-minute video introducing yourself and sharing why this role at Velocity Work speaks to you - no need for fancy production on the video - just be yourself.
- Your resume.
- Any strengths/personality test you'd like to add to your application
We're looking for someone who wants to grow with us: not just execute tasks, but contribute ideas, improve processes, and become a true partner to our team.