100 Degrees Consulting

Compensation

Full Description

About 100 Degrees Consulting At 100 Degrees Consulting, we help nonprofit organizations analyze, translate, and transform financial information and processes to more effectively utilize limited resources and make a more powerful impact on the people and communities they serve. We show up for our clients with deep expertise, genuine care for their mission, and a dependable, approachable style that builds lasting trust. Our values - excellence, kindness, curiosity, and grit - guide everything we do. We’re a fast-paced, high-performing team that thrives on collaboration and purpose-driven work, and we’re excited to welcome a Client Operations Coordinator who shares our values and energy. Job Summary: We are seeking a tech-savvy, systems-minded Client Operations Coordinator to serve as the operational backbone of our client experience. This person will ensure that every new nonprofit client is onboarded smoothly, their systems are set up efficiently, and ongoing client operations run like clockwork. By combining exceptional attention to detail with a love of streamlining processes, you’ll play a critical role in protecting margins and supporting the company’s growth. In this role, you’ll own and optimize the client onboarding and offboarding processes, manage client system access and operational tasks, and identify opportunities to automate and simplify workflows across the client lifecycle. You’ll collaborate closely with the Director of Client Services to ensure clients feel supported from day one. The ideal candidate is deeply comfortable with technology and AI tools, loves finding ways to save time through automation, and thrives in a fast-paced environment where precision matters. This is not a traditional administrative role — you’ll be encouraged to think critically, propose smarter systems, and help modernize how we serve clients. Client Operations Coordinator Key Responsibilities: Prospective Client Coordination • Coordinate discovery call scheduling and follow-up, supporting the Director of Client Services with timely communication and smooth logistics. • Manage proposal logistics, including preparing and sending proposals, tracking responses, and following up as needed. Client Onboarding • Own the client onboarding process from proposal signature to kickoff, ensuring a smooth and professional client experience. • Prepare, coordinate with internal teams, and lead client kickoff calls to ensure alignment and readiness for a successful engagement. • Build and maintain Monday.com boards, checklists, and workflows for a seamless client journey. • Create automations using tools like Zapier and Monday.com to streamline client preparation (folder creation, Toggl setup, CRM tagging), update client agreements, and create check-in sequences. • Monitor onboarding timelines and coordinate with internal stakeholders to keep projects moving efficiently. • Develop tailored onboarding plans and ensure seamless handoff to client service teams. Client Success: • Support the Director of Client Services with client relationship initiatives, including check-ins, surveys, and gifting programs. • Assist with tracking team capacity and profit margins, providing data and insights to support operational efficiency. • Support annual price increase management, ensuring timely communication and accurate updates across systems and client agreements. Client Offboarding: • Coordinate the client offboarding process, ensuring a smooth and organized transition at the close of engagements. • Oversee removal of client access, archiving of files, and updates to internal records and systems. • Ensure all accounts are properly cleaned up and closed out, maintaining security and data integrity. Client Access & Account Management • Manage 100DC’s primary client LastPass account, ensuring credentials are securely stored and systematically organized. • Set up initial client access to all relevant systems and platforms. • Resolve ongoing login issues, password resets, and technical access issues. • Add new team members to client accounts and remove departing staff as needed. • Maintain user permissions and access levels across firm-owned client systems (e.g., Bill.com, ADP, Gusto). • Implement standardized access protocols (e.g. accountant logins, read-only permissions, 2FA strategies) to reduce troubleshooting volume and manage risk Invoicing & Billing Oversight • Support invoicing setup in Ignition for new clients during onboarding to ensure services and pricing are accurately reflected in internal systems. • Prepare and send hourly client billing invoices each month, ensuring accuracy and timeliness. • Build and maintain automations to conduct weekly and monthly reviews of client invoicing to ensure accuracy and compliance with service agreements. • Identify and escalate any discrepancies to the Director of Client Services. Automation & Process Optimization • Identify manual, repetitive tasks within the client journey and propose or build automations to streamline workflows • Use tools like Zapier, Monday.com, Kit, Keeper, Toggl, AI, and Google Workspace to create scalable workflows • Partner with leadership to prioritize and implement new automations each quarter • Document and maintain SOPs for onboarding, access, and invoicing processes • Provide feedback on internal processes and tools to improve efficiency and the overall client experience. Cross-Functional Collaboration • Partner with leadership to refine client acquisition, onboarding, and operational processes. • Act as a bridge between business development and client services, ensuring smooth handoffs. • Maintain clear documentation and communication in internal systems (e.g., Monday.com, CRM, Slack) to ensure visibility across teams. • Provide general administrative support to the Director of Client Services as needed to ensure smooth day-to-day operations. • Identify opportunities to improve the client journey from first contact through long-term engagement. Qualities We’re Looking For: • You’re tech native - AI-powered tools, smart automation platforms like Zapier, and collaborative workspaces like Monday.com are your go-to, not spreadsheets • You love designing clean systems, automations, and workflows that save time • You thrive in a fast-paced, entrepreneurial environment and love bringing order to complexity • You have impeccable attention to detail and clear communication skills • You’re excited about supporting a mission-driven company as it scales Required Skills/Abilities: • Demonstrated experience setting up automations using Zapier or similar tools • Strong skills with Google Workspace, Monday.com (or similar), and basic AI workflows (e.g. ChatGPT, Otter.ai, Fireflies) • Excellent organizational and project management skills with the ability to juggle multiple priorities • Available 25 hours per week with overlap during business hours of 9am - 5pm ET Bonus Skills/Abilities: • Familiarity with Keeper.app, LastPass, Ignition, QuickBooks Online, and Kit • Experience in nonprofit or consulting environments • Comfortable with basic API concepts or no-code tools (e.g. Make, Airtable, Notion, Monday.com) Education and Experience: • 3+ years in operations, client services, or systems coordination (preferably in professional services) • Experience supporting mission-driven organizations or professional services firms preferred. Physical Requirements: • Prolonged periods of sitting at a desk and working at a computer • Repeated and coordinated use of your hands, wrists, and fingers to use and type on a computer keyboard, requiring the use of fine motor skills • Close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus • Ability to stand for extended periods during the annual team retreat Schedule: • Remote - part-time position • Available 25 hours per week with consistent daily hours, Monday through Friday, overlapping with business hours (9am–5pm Eastern). • This role requires frequent Zoom meetings, including multiple client and internal team meetings per week to ensure effective communication and collaboration. Benefits: • Medical, Dental, and Vision Insurance with monthly $800 company contribution toward total health insurance premium • 401(k) Savings Account with up to 4% company match • Annual Remote Work Stipend • Unlimited PTO • Unlimited Sick Leave • 13 Paid Company Holidays Per Year • Annual In-Person Team Retreat • Continuing Professional Development • Client Referral Bonus • Employee Referral Bonus • Half-Day Fridays from Memorial Day to Labor Day Logistics: • This is a part-time, non-exempt, W2 employee position. • We offer a flexible, remote work environment. • You must be available to respond to client communication and take meetings during regular business hours in the US, closely aligned with a 9am-5pm Eastern schedule. • You have your own computer and stable internet access. • You maintain a workspace free of unnecessary distractions where client and internal calls may be taken in a professional manner. • You are able to be on video chat for scheduled meetings. Interview Process: • 30-minute screening interview with Director of Operations • Assessment • 30-minute interview with Director of Client Services (manager of this role) • Reference Checks • 30-minute interview with CEO • Background check Equal Opportunity: 100 Degrees Consulting is an equal opportunity employer and we strongly encourage and seek applications from women, people of color, immigrant, bilingual, and bicultural individuals, as well as members of the LGBTQIA+ communities. 100 Degrees is firmly committed to complying with all federal, state, and local equal employment opportunity laws and strictly prohibits discrimination against any employee or applicant for employment because of the individual’s race, creed, color, sex, religion, national origin, age, sexual orientation, height, and/or weight, disability, gender identity or expression, medical condition including acquired immune deficiency syndrome or AIDS-related conditions, marital status, partnership status, genetic predisposition or carrier status, military status, arrest record and any other characteristic protected by law. Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process. Please advise in writing of your accommodation request at the time of application. While performing the responsibilities of the job, reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job. Salary Range: $32,000 - $38,000 The final salary will be determined based on several factors including experience, education, qualifications, as well as the need to maintain internal equity within the company.