Client Onboarding Coordinator

Mentor Program Coordinator

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.

You 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.

Your performance directly impacts client retention, mentor utilization, program satisfaction, and long-term revenue continuity.

• Contact new corporate clients within 24 business hours to schedule onboarding sessions.
• Manage onboarding calendars to ensure efficient scheduling and seamless transitions.
• Conduct structured onboarding calls that clearly outline expectations, program structure, and next steps.
• Submit platform access forms for clients requiring system reinstatement (e.g., CEO access).
• Attend 7-Figure and Thursday Mentorship calls to stay aligned with program updates and action items.

• Track mentor allocations to ensure clients are matched within 24–48 business hours.
• Assign advocacy calls to available mentoring agents based on calendar capacity.
• Follow up on unresponsive clients to restore communication and maintain engagement.
• Ensure smooth coordination between clients and mentors during program initiation.

• Monitor client accounts to confirm active enrollment and payment status.
• Notify appropriate teams of payment discrepancies or accounts requiring follow-up.
• Inform Coaching and Mentoring teams when chargebacks occur to pause services immediately.
• Track and manage client pause requests, ensuring timely reactivation of mentoring services.
• Maintain accurate opportunity sheets and renewal tracking documentation.
• Flag clients nearing renewal and coordinate follow-up efforts to support retention and revenue continuity.

• Sort and prioritize incoming Zendesk communications, escalating urgent matters appropriately.
• Ensure client inquiries are handled promptly and documented accurately.
• Maintain clear communication across departments regarding client status updates and action items.

• Partner with Sales, Finance, Coaching, Platform, and Community/Event teams to ensure seamless service delivery.
• Coordinate with Community and Events teams to identify high-performing clients suitable for testimonials or success stories.
• Communicate recurring client trends or operational inefficiencies to leadership for process improvement.

• De-escalate client concerns with professionalism and empathy.
• Provide clear, structured, and solution-oriented communication throughout onboarding and program coordination.
• Exercise sound judgment when balancing company policy with client satisfaction.

• Experience in client relations, program coordination, onboarding, or customer support roles.
• Presentation or onboarding facilitation experience preferred.
• Exposure to mentoring, coaching, or sales-support environments is beneficial.

• Strong written and verbal communication skills.
• Professional phone presence and confident client engagement ability.
• Ability to manage multiple workflows and competing priorities effectively.
• Strong organizational discipline and follow-through.
• Competent problem-solving skills with sound judgment.
• Technical aptitude and ability to learn internal systems quickly.
• Proficiency in Google Workspace (Drive, Sheets, Docs).
• Experience with Hub Spot or other CRM platforms preferred.
• Working knowledge of Microsoft Office, Google Suite, and Mac operating systems.
• Typing speed of approximately 40+ words per minute.