*Key Responsibilities:*

- Monitor and update project boards (e.g., Monday.com) to track client progress and project status.

- Ensure the efficiency of automations, such as reflecting new purchases and payments on client records, in collaboration with the tech team.

- Oversee the uploading of fulfillment forms, contracts, and other necessary documents.

- Communicate with copy, design, and onboarding teams to ensure timely delivery of services.

- Identify and follow up on any missing documents or issues in the process.

- Regularly reach out to clients via calls, texts, and emails to ensure satisfaction and address any concerns.

- Handle reporting on refund requests and collaborate with accounts receivable to resolve payment issues.

- Maintain clear communication with various internal teams (tech, sales, finance) to ensure alignment and efficiency.

- Manage and update client communication records and project status on relevant platforms.

*Additional Responsibilities:*

- Coordinate and handle partner projects, such as co-author programs, PR & branding, and client pitch programs.

- Manage email communication channels (e.g., HelpScout) to support clients and resolve inquiries.

- Attend weekly team calls and provide reports on program statuses and fulfillment processes.

- Review team tasks and Standard Operating Procedures (SOPs) to enhance team efficiency and process flow.

- Provide event support when necessary and assist in coordinating logistics.

*Qualifications:*

- Experience in handling client-related documentation, contracts, and support processes.

*Work Environment:*

- Full-time position, with regular team meetings and client interaction.

- The role may involve occasional support for events and special programs.

This position offers an opportunity to work closely with a variety of teams and projects, ensuring smooth and efficient fulfillment of client services.