Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Profit sharing

Training & development

Tuition assistance

Company parties

ABOUT THE ROLE

Metcalf Management Company PC is hiring a Client Experience Coordinator to serve as the warm, professional first point of contact for Metcalf & Company LLC, a growing CPA and advisory firm serving business owners across the Southeast. This role is ideal for someone friendly, polished, organized, and committed to delivering an exceptional client experience. You are the voice and face of the firm and ensure every interaction—phone, in-person, or scheduled—is handled smoothly and professionally.

ABOUT METCALF MANAGEMENT COMPANY PC

Metcalf Management Company PC employs all staff and leases them to Metcalf & Company LLC. This structure provides centralized HR and operations while supporting a dynamic, client-facing accounting and advisory practice. The Client Experience Coordinator supports Tax Advisory, Client Advisory, Legal Advisory, Sales, and Operations by managing first-touch communication and ensuring the front desk runs efficiently.

MISSION OF THE ROLE

Your mission is to:

Provide a consistently warm, professional first impression

Improve call routing and scheduling accuracy

Support the Sales Department with coordinated scheduling and communication

Increase intake efficiency using routing forms and internal processes

Reduce administrative bottlenecks across TAS, CAS, LAS, and Sales

Serve as interim scheduling support until the Appointment Setter is hired

Provide coordination support once that role is filled

You are the anchor of the client experience and the gatekeeper of firm communication.

KEY RESPONSIBILITIES

Client Interaction & Communication

Answer phones promptly with a warm, professional demeanor

Greet clients and visitors with courtesy

Manage calls, emails, and messages accurately

Direct inquiries to TAS, CAS, LAS, or Sales

Maintain professionalism and calm under pressure

Scheduling & Routing Support

Schedule and confirm appointments in Go High Level

Work with the Sales Department to schedule consultations, follow-ups, and client appointments

Support intake using routing forms and SOPs

Monitor voicemail and missed calls, ensuring timely follow-up

Coordinate communication between departments during busy seasons

Support the Appointment Setter once hired

Administrative Excellence

Maintain a clean, organized reception area

Assist with document collection and secure handling of confidential materials

Perform light admin tasks (scanning, email follow-ups, routing forms)

Maintain communication logs to ensure no tasks are missed

Assist Operations with small administrative tasks