Builder Lead Converter

Client Operations and Account Support Coordinator

Company Overview

Builder Lead Converter is a Software-With-a-Service (SwaS) company serving remodelers and home builders across the United States. We help our clients generate leads, run marketing campaigns, nurture their databases, and convert opportunities into sales using structured systems and measurable processes.

We are a process-driven, growth-focused company committed to delivering results through accountability, structured communication, and consistent client engagement.

The Opportunity

The Client Operations and Account Support Coordinator is a full-time, entry-level role that sits at the heart of our client experience. You will ensure that meetings are prepared, follow-ups are completed, tickets are managed, and no client communication falls through the cracks.

By strengthening our client operations infrastructure, you enable Account Managers to focus on strategic growth conversations, product implementation, and client retention. For high performers, this role offers a clear growth path toward Junior Account Manager and, over time, full Account Manager responsibilities.

What You'll Do

• Coordinate account management activities by scheduling recurring monthly and quarterly client meetings, maintaining a consistent meeting cadence, and sending reminders.
• Prepare for client meetings by creating agendas, pulling CRM metrics, and, when needed, joining calls to capture structured notes and action items.
• Log post-meeting follow-ups and assign action items within 24 hours, ensuring client records are accurate and up to date in our CRM systems.
• Manage customer support operations by updating a high volume of tickets, monitoring shared inboxes and queues, and tracking tickets to maintain SLA compliance.
• Support client onboarding by preparing accounts, maintaining accurate setup documentation and checklists, and coordinating handoffs between onboarding and account management.

What Success Looks Like

• All assigned client meetings are scheduled on time, with agendas and key metrics prepared in advance, and no recurring meetings are missed.
• Meeting notes, follow-ups, and action items are captured accurately and logged within 24 hours, with clear ownership and next steps.
• Support tickets and shared inboxes are consistently up to date, correctly categorized, and escalated when needed, helping the team meet or exceed SLA targets.
• Onboarding tasks, documentation, and client records are complete, accurate, and easy for Account Managers and Support to rely on for smooth client interactions.

What We're Looking For

• Strong written and verbal English communication skills, with confidence participating in video calls with clients and internal teams.
• Organized, detail-oriented, and process-driven, with strong follow-through and the ability to manage multiple tasks without losing track.
• Comfort using online tools such as CRM platforms and ticketing systems; experience with Jira or similar software, SaaS support, customer service, virtual assistance, or digital marketing is a plus.
• Calm, solutions-focused, reliable, and accountable, with a genuine interest in long-term growth within account management in a structured, performance-driven environment.

Compensation and Benefits

• Entry-level role with clear growth path: Account Support → Client-Facing Support → Junior Account Manager → Full Account Manager.
• Opportunity to build foundational skills in account management, customer support, and onboarding within a process-driven SaaS environment.
• Full-time position.

How to Apply

If this role aligns with your skills and growth goals, please submit your resume and a brief note explaining why you are interested in the Client Operations and Account Support Coordinator position at Builder Lead Converter.