Client Experience Coordinator at Metcalf & Company LLC

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Profit sharing
• Training & development
• Tuition assistance
• Company parties
  
  
  

ABOUT THE ROLEMetcalf Management Company PC is hiring a Client Experience Coordinator to serve as the warm, professional first point of contact for Metcalf & Company LLC, a growing CPA and advisory firm serving business owners across the Southeast. This role is ideal for someone friendly, polished, organized, and committed to delivering an exceptional client experience. You are the voice and face of the firm and ensure every interaction—phone, in-person, or scheduled—is handled smoothly and professionally.

ABOUT METCALF MANAGEMENT COMPANY PCMetcalf Management Company PC employs all staff and leases them to Metcalf & Company LLC. This structure provides centralized HR and operations while supporting a dynamic, client-facing accounting and advisory practice. The Client Experience Coordinator supports Tax Advisory, Client Advisory, Legal Advisory, Sales, and Operations by managing first-touch communication and ensuring the front desk runs efficiently.

MISSION OF THE ROLEYour mission is to:

• Provide a consistently warm, professional first impression
• Improve call routing and scheduling accuracy
• Support the Sales Department with coordinated scheduling and communication
• Increase intake efficiency using routing forms and internal processes
• Reduce administrative bottlenecks across TAS, CAS, LAS, and Sales
• Serve as interim scheduling support until the Appointment Setter is hired
• Provide coordination support once that role is filled
  
  
  

You are the anchor of the client experience and the gatekeeper of firm communication.

KEY RESPONSIBILITIES Client Interaction & Communication

• Answer phones promptly with a warm, professional demeanor
• Greet clients and visitors with courtesy
• Manage calls, emails, and messages accurately
• Direct inquiries to TAS, CAS, LAS, or Sales
• Maintain professionalism and calm under pressure
  
  
  

Scheduling & Routing Support

• Schedule and confirm appointments in Go High Level
• Work with the Sales Department to schedule consultations, follow-ups, and client appointments
• Support intake using routing forms and SOPs
• Monitor voicemail and missed calls, ensuring timely follow-up
• Coordinate communication between departments during busy seasons
• Support the Appointment Setter once hired
  
  
  

Administrative Excellence

• Maintain a clean, organized reception area
• Assist with document collection and secure handling of confidential materials
• Perform light admin tasks (scanning, email follow-ups, routing forms)
• Maintain communication logs to ensure no tasks are missed
• Assist Operations with small administrative tasks