About the Role

Do you thrive on delivering exceptional client experiences and keeping things organized in fast-paced environments? Join Red Wagon Club as a Client Engagement & Scheduling Specialist and help families across the country access life-changing estate planning education.

Based out of our Pittsburgh office , you'll be the first point of contact for individuals registering for our in-person seminars in 12 cities nationwide. You'll coordinate scheduling, manage communications, and ensure each client receives outstanding service from the first call to seminar check-in.

Responsibilities

• Answer incoming calls from individuals responding to seminar invitations and marketing

• Schedule attendees for seminars using our CRM system

• Make outbound calls, send texts and emails to confirm attendance and minimize no-shows

• Maintain accurate and up-to-date records in the CRM

• Participate in hands-on training, including CRM instruction with Blake and live call shadowing with Tim's team

• Work with internal and outreach teams to ensure seminars are fully booked and smoothly executed

Qualifications

• Experience in a call center, client scheduling, or high-volume customer service role preferred

• Excellent verbal and written communication skills

• Comfortable using CRM platforms, phone systems, texting tools, and email

• Highly organized, detail-oriented, and process-driven

• Fast learner who is open to feedback and thrives in a team environment

• Must be available to work on-site in Pittsburgh, PA

Why Work with Red Wagon Club?

• Competitive pay: $20–$22 per hour

• Comprehensive onboarding and training

• Supportive and team-oriented workplace culture

• Gain real-world experience with CRM software and professional communication tools

• Contribute to a meaningful mission helping families make informed legal decisions

Schedule

• Monday – Friday

• Full-time hours

• In-office role (Not remote)

Location

Red Wagon Club
Pittsburgh, PA

Apply Today

If you're a proactive communicator who thrives in a dynamic, mission-driven environment, we want to hear from you. Apply now and help us make estate planning more accessible across the country.