Customer Service Associate

Join Velocity Work's Client Services team to deliver a world-class experience for law firm owners investing in strategic growth. The team strives to know every client inside and out – and we need you to match that intensity.

This is a high-stakes, client-facing role where you'll be in the room during multi-day strategic planning retreats, supporting our lead facilitator in real-time while managing every operational detail before, during, and after.

This isn't a desk job.

It's on-your-feet work that demands you know where everything is, anticipate needs, and execute flawlessly under pressure.

If you squint, you’ll see a lot of inspiration from customer-first standards held by top hotels and restaurants.

You'll be supporting in-person strategic planning retreats – full-day and multi-day sessions where clients are making critical decisions about their businesses. During these sessions:

• You're in the room, taking notes, adjusting spreadsheets (Google) & data presentations (Looker Studio) on the fly, and troubleshooting data issues in real-time
• You're learning the client, their business, and their hopes and dreams
• You need to locate any client document, business metric, or historical decision within minutes – no fumbling, no delays
• You're reading the room, anticipating what our lead facilitator needs before she asks, and ensuring the client experience is seamless
• You're managing logistics, technology, materials, and follow-through while staying invisible to the client unless called upon

Between retreats, you're maintaining the operational backbone that makes this level of service possible: calendars, communications, data tracking, scheduling, and process documentation.

Clients are investing significant time and resources to transform their businesses. The quality of their experience – from the clarity of a calendar invite to the precision of data presented in a retreat – directly impacts the value they receive.

You'll be part of making that experience exceptional.

• Be present (
  in-person in Denver
  ) for quarterly and annual strategic planning retreats for which clients fly to Colorado to attend. These are intermittent throughout each month, planned well in advance
• Be present for any retreats that take place virtually (on Zoom), playing the same role as in-person but remotely, typically from your home
• Support the lead facilitator with real-time notes, presentation adjustments, and data retrieval
• Manage all retreat logistics: materials, technology setup, client accommodations, meal coordination
• Anticipate needs and solve problems before they become visible to the client
• Execute immediate follow-up tasks while details are fresh

• Audit and maintain membership calendars monthly to ensure accuracy
• Draft and send client communications: event details, reminders, accommodations, follow-ups
• Coordinate scheduling for group calls, coaching sessions, and live events (invites, Zoom links, confirmations)
• Support setup and logistics for all quarterly and monthly client touch points
• Maintain client data trackers and ensure information is current and accessible

• Exceptional attention to detail and organizational skills
• Ability to stay calm and execute under pressure
• Proactive communicator who closes loops without being asked
• Fast learner who can absorb complex client histories and business contexts
• Comfortable being in high-stakes client meetings and maintaining professionalism
• Physical ability to be on your feet and present for full-day sessions
• Based in Denver, Colorado
• You take ownership – if something matters to the client experience, it matters to you
• You don't wait to be told what needs doing
• You believe excellence is in the details
• You're energized (not drained) by high-intensity, high-impact work

$68,000 yearly

Velocity Work is a strategic consultancy for law firm owners, focusing on business planning, operational efficiency, and growth.

We help owners build profitable, sustainable firms through clear, actionable plans and regular accountability.

Through a combination of facilitated retreats, personalized coaching, and data-driven insights, we guide law firm owners to streamline operations, optimize team performance, and achieve greater personal freedom.