Job Description
The Client Services Coordinator will:
- Assist with the prospect quoting process by preparing, tracking, and updating quote data.
- Maintain and update Google Sheets, Airtable, and Karbon workspaces.
- Collaborate with internal stakeholders across finance, client services, and operations.
Additionally:
- The coordinator will organize, maintain, and analyze historical quote data.
- They will coordinate and analyze team availability and utilization.
- They will support various administrative and operational tasks for client service teams.
They will also:
- Identify opportunities to streamline workflows.
- Automate manual steps.
- Recommend process improvements.
About Burkland
Burkland’s core purpose is to Accelerate Dreams, helping startups focus on their companies, products, and value-add with their expertise.