Builder Lead Converter
Client Operations & Account Support Coordinator (Entry-Level)
Account Management | Customer Support | Onboarding
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.
Learn more: https://www.builderleadconverter.com/
Role Overview
We are seeking a Client Operations & Account Support Coordinator to primarily support our Account Management team, while also assisting Customer Support and Onboarding as needed.
This full-time, entry-level role focuses on operational excellence -- ensuring client meetings are prepared, follow-ups are tracked, tickets are managed properly, and no communication falls through the cracks.
The purpose of this role is to strengthen our client operations infrastructure so Account Managers can focus on strategic growth conversations, product implementation, and client retention.
This position reports to the Account Manager and works closely with the Support Lead and Onboarding Manager. The role includes a clear growth path toward Junior Account Manager and eventually full Account Manager for high performers.
Key Responsibilities
Account Management Support (Primary Focus)
Schedule recurring monthly and quarterly client meetings
Maintain consistent meeting cadence and reminders
Prepare agendas and pull CRM metrics prior to meetings
Attend client calls when needed to take structured notes
Log follow-ups and assign action items within 24 hours
Assist in preparing client performance or growth reports
Maintain accurate client records in CRM systems
Customer Support (Secondary but Significant)
Manage and update a high volume of tickets in Jira or similar systems
Monitor shared inboxes and support queues
Ensure tickets are categorized, documented, and escalated appropriately
Track open tickets and help maintain SLA compliance for timely resolution
Maintain accurate documentation of client interactions
Onboarding Support
Prepare client accounts and onboarding checklists
Ensure setup documentation is accurate and complete
Support coordination between onboarding and account management teams
Documentation & Process Improvement
Record Loom walkthrough videos to answer client questions
Create clear written guides and documentation
Identify recurring issues and suggest improvements to processes
Ideal Candidate
Strong written and verbal English communication skills
Comfortable participating in video calls with clients
Experience using Jira or similar ticketing software preferred
Comfortable navigating CRM platforms and online tools
Organized, detail-oriented, and process-driven
Strong attention to detail and follow-through
Calm and solutions-focused under pressure
Reliable and accountable
Interested in long-term growth within account management
Entry-level candidates are welcome. Experience in SaaS support, customer service, virtual assistance, or digital marketing is a plus.
Growth Path
Account Support → Client-Facing Support → Junior Account Manager → Full Account Manager
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