Client Onboarding Coordinator

Job Description

Overview
The Mentor Program Coordinator is responsible for ensuring a seamless and structured onboarding experience for new corporate clients entering the mentoring ecosystem. In a fast-paced, mission-driven environment, this role plays a critical part in transitioning clients from point of sale to active participation with clarity, confidence, and operational precision.\n
\nYou will serve as a central liaison between Sales, Finance, Coaching, Platform, and Community teams—ensuring clients are activated efficiently, matched appropriately with mentors, and supported throughout the early stages of engagement. This role requires strong organization, proactive communication, and the ability to manage multiple workflows while maintaining a client-first mindset.\n
\nYour performance directly impacts client retention, mentor utilization, program satisfaction, and long-term revenue continuity.\n
Key Responsibilities Client Onboarding & Program Activation
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• Contact new corporate clients within 24 business hours to schedule onboarding sessions.
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• Manage onboarding calendars to ensure efficient scheduling and seamless transitions.
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• Conduct structured onboarding calls that clearly outline expectations, program structure, and next steps.
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• Submit platform access forms for clients requiring system reinstatement (e.g., CEO access).
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• Attend 7-Figure and Thursday Mentorship calls to stay aligned with program updates and action items.
  
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Mentor Allocation & Program Coordination
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• Track mentor allocations to ensure clients are matched within 24–48 business hours.
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• Assign advocacy calls to available mentoring agents based on calendar capacity.
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• Follow up on unresponsive clients to restore communication and maintain engagement.
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• Ensure smooth coordination between clients and mentors during program initiation.
  
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Account Oversight & Retention Monitoring
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• Monitor client accounts to confirm active enrollment and payment status.
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• Notify appropriate teams of payment discrepancies or accounts requiring follow-up.
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• Inform Coaching and Mentoring teams when chargebacks occur to pause services immediately.
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• Track and manage client pause requests, ensuring timely reactivation of mentoring services.
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• Maintain accurate opportunity sheets and renewal tracking documentation.
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• Flag clients nearing renewal and coordinate follow-up efforts to support retention and revenue continuity.
  
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Inbound Support & Workflow Management
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• Sort and prioritize incoming Zendesk communications, escalating urgent matters appropriately.
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• Ensure client inquiries are handled promptly and documented accurately.
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• Maintain clear communication across departments regarding client status updates and action items.
  
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Cross-Department Collaboration
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• Partner with Sales, Finance, Coaching, Platform, and Community/Event teams to ensure seamless service delivery.
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• Coordinate with Community and Events teams to identify high-performing clients suitable for testimonials or success stories.
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• Communicate recurring client trends or operational inefficiencies to leadership for process improvement.
  
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Client Experience & Conflict Resolution
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• De-escalate client concerns with professionalism and empathy.
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• Provide clear, structured, and solution-oriented communication throughout onboarding and program coordination.
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• Exercise sound judgment when balancing company policy with client satisfaction.
  
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Qualifications Experience
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• Experience in client relations, program coordination, onboarding, or customer support roles.
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• Presentation or onboarding facilitation experience preferred.
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• Exposure to mentoring, coaching, or sales-support environments is beneficial.
  
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Skills & Competencies
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• Strong written and verbal communication skills.
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• Professional phone presence and confident client engagement ability.
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• Ability to manage multiple workflows and competing priorities effectively.
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• Strong organizational discipline and follow-through.
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• Competent problem-solving skills with sound judgment.
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• Technical aptitude and ability to learn internal systems quickly.
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• Proficiency in Google Workspace (Drive, Sheets, Docs).
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• Experience with HubSpot or other CRM platforms preferred.
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• Working knowledge of Microsoft Office, Google Suite, and Mac operating systems.
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• Typing speed of approximately 40+ words per minute.
  
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Personal Attributes
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• Positive, service-oriented mindset aligned with a growth-driven culture.
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• Calm and composed under pressure.
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• Detail-oriented and highly accountable.
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• Proactive communicator who drives clarity across teams.
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• Team-oriented with strong cross-functional collaboration skills.
  
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Success in This Role
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• Clients are onboarded within established service timelines.
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• Mentor assignments occur promptly and accurately.
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• Payment and renewal issues are identified early and addressed proactively.
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• Zendesk inquiries are resolved efficiently with strong documentation.
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• Client engagement remains strong due to structured onboarding and consistent follow-up.
  
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Why This Role Stands Out
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• Direct impact on mentor utilization, client activation, and retention.
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• Cross-functional visibility across Sales, Finance, Coaching, and Events teams.
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• Opportunity to influence revenue continuity and client success outcomes.
  
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Clear growth pathway within Client Relations, Program Management, or Operations leadership.\n
\n10X TOTAL REWARDS\n
\nWe offer a comprehensive benefits package for full-time employees that includes:\n
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• Medical, dental, and vision for employees and their dependents
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• Paid Time Off policy that increases based on tenure with the company
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• Employee Assistance Program through Mutual of Omaha
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• 401k with company match
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• Pet Insurance through MetLife for your 10X pets
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• Company Paid Employee wellness initiatives through BeyondMed
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• Professional Development through Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
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• Uncapped Commission Potential: all team members have the opportunity to sell our Products/Services (and are trained on how to do so)
  
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COMMITMENT TO DIVERSITY\n
\nAs an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Grant Cardone Enterprises recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.