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Client Experience & Operations Lead

Reynolds Defense Firm
locationPortland, OR, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionSalary: $22 - $26 per hour

Are you someone who has a growth mindset, enjoys ownership, variety, and problem-solving? Do you excel at marketing, operations, and helping people understand services that you truly believe in? Are you comfortable speaking with people from all walks of life who are going through a difficult time? Then this role is for you. If you are fluent in Spanish, even better!


TheClient Experience & Operations Lead is a cornerstone role at Window of Clarity. In this role, you will sit at the intersection of client connection (including sales and marketing), enrollment conversations, and day-to-day operationsensuring people feel supported from their very first interaction, while also building the structure that allows the business to grow.


Client Experience & Enrollment (Approx. 50%)

  • Serve as a primary point of contact for prospective clients exploring Window of Clarity
  • Lead compassionate, consultative conversations to help individuals understand our programs and determine the right next step
  • Guide clients through enrollment with clarity, care, and professionalismnever pressure
  • Maintain accurate lead tracking, follow-ups, and outcomes within the CRM
  • Continuously look for ways to improve the intake and early client experience


Operations, Growth & Administrative Leadership (Approx. 50%)

  • Coordinate scheduling for consultations, coaching sessions, and internal meetings
  • Maintain clean, accurate systems across CRM, calendars, and internal tools
  • Support client onboarding by preparing materials, workflows, and communication templates
  • Track and organize operational data to support informed decision-making
  • Provide social media and growth support, including scheduling content and identifying engagement opportunities
  • Support growth initiatives such as partnerships, events, outreach efforts, and new program launches
  • Identify opportunities to improve systems, streamline processes, and support scalability
  • Collaborate closely with leadership to shape internal operations as the company evolves


Who You Are

  • A strong, empathetic communicator who builds trust quickly
  • Organized, detail-oriented, and comfortable managing multiple priorities
  • A self-starter who takes ownership and follows through without micromanagement
  • A critical thinker who anticipates needs and offers thoughtful solutions
  • Comfortable holding meaningful conversations around sensitive life transitions
  • Tech-comfortable with CRM and with the Microsoft ecosystem and quick to learn new tools
  • Adaptable, flexible, and energized by growth and change
  • Fluent Spanish-speaker preferred


Education and Experience

  • High school diploma or equivalent required
  • Minimum of one (1) year customer service or sales experience
  • Previous experience working in the service industry preferred
  • Previous legal experience and familiarity with terminology a plus but not required
  • Experience with CRM software preferred


What We Offer

  • 100% employer-paid medical, dental, and life insurance
  • Generous PTO: 3 weeks' vacation (increases with tenure) + 40 hours sick time
  • 401(k)with 3% employer contribution after 1 year
  • Employee Assistance Program
  • Work-life balance and an upbeat, team-first culture committed to service and growth
  • Hybrid schedule opportunity


About Window of Clarity

Window of Clarity supports people at pivotal momentswhen life intersects the law. We provide, at that exact right time, step-by-step, coach-led, and scientifically validated transformational courses.


We are a mission-driven, growing company building thoughtful systems and meaningful human connections. Whether someone is navigating a divorce, facing a DUI, or moving through another legal transition, our coach-supported programs help individuals slow down, gain perspective, and move forward with clarity, accountability, and intention at a time when they are often most receptive to making lasting life changes.


Learn more about us atWindow of Clarity.


Window of Clarity is partnering on this role with one of the premier DUI law firms in the Pacific Northwest - Reynolds Defense Firm. This position will be a full-time W-2 employee of Reynolds Defense Firm and will be considered a "leased employee" at Window of Clarity.


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