Client Project Coordinator – Contractor

🕒 May 26

🏄 California, Colorado, +5 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🌽 Illinois – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $37 - $53 / hour

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

👷‍♀️ Project Manager

🦅 H1B Visa Sponsor

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Wheel

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2018

⚕️ Healthcare Insurance

☁️ SaaS

📡 Telecommunications

Healthcare Insurance • SaaS • Telecommunications

Wheel is a leading platform for consumer-centric virtual care, designed to provide personalized, convenient, and comprehensive healthcare. Wheel offers a seamless virtual care solution for both companies and clinicians, enabling businesses to easily grow their healthcare offerings and deliver high-quality care at scale. For clinicians, Wheel provides a flexible and rewarding platform that allows them to work with multiple companies under one schedule and contract, all while operating remotely. The company partners with digital health companies, health plans, life sciences companies, and retailers to offer services including convenience care, urgent care, and condition-specific care programs. Trusted by Fortune 50 companies and supported by a robust clinician network, Wheel has facilitated over five million patient visits and maintains a high clinician satisfaction rate.

📋 Description

• Build comprehensive pre-meeting briefing documents for every enterprise client call, including account history, open items, health indicators, recent activity, and talking points • Prepare and distribute agendas, capture detailed meeting notes, and produce action item summaries with clear owners and due dates • Maintain and update shared client project trackers (Monday.com, Google Suite) before and after every client interaction so records are always current and accurate • Own the full follow-up loop on open Jira tickets tied to client requests—tracking status, surfacing blockers, escalating stalled items, and communicating ETAs back to the VP/AM. • Triage and route inbound client requests from Zendesk and email to the correct internal teams (Product, Engineering, Support, Billing), confirming receipt and tracking to resolution • Chase outstanding internal deliverables proactively, ensuring commitments made to enterprise clients are fulfilled on time • Serve as the connective tissue between the VP/AM and internal stakeholders, reducing friction and keeping initiatives moving • Maintain accurate, up-to-date records in Salesforce for all enterprise accounts: contact information, activity logs, opportunity stages, and renewal timelines • Log all client interactions, internal handoffs, and resolutions to ensure a complete and auditable account history • Generate standard CS reports and dashboards from Salesforce, Looker, and Monday.com to support weekly reviews and leadership updates • Flag data gaps or inconsistencies in account records and drive cleanup efforts across the team's book of business • Document all coordination workflows, follow-up cadences, meeting prep routines, and recurring task patterns in a structured, reusable format in Confluence • Build and maintain an operational playbook for the CS team that captures how strategic accounts are managed day-to-day • Identify patterns in recurring tasks and proactively flag opportunities for process improvement, templating, or automation

🎯 Requirements

• 2–4 years of experience in a client associate, customer success coordinator, project coordinator, account management support, or executive support role • Hands-on experience with Salesforce • Proficiency with CRM, project and task management tools, and wiki-knowledge based tools for document capture: Monday.com, Jira, Salesforce, Confluence, Google Workspace, or equivalent • Exceptionally organized with the ability to manage multiple high-priority workstreams simultaneously • Proactive, clear communicator—written and verbal—who surfaces the right information at the right time without being asked • Comfortable operating independently in a fast-paced environment and making sound judgment calls with limited hand-holding. • Prior experience supporting a senior leader in a client-facing B2B environment (Customer Success, Account Management, Consulting, or Professional Services) • Familiarity with enterprise client dynamics—understanding of stakeholder mapping, executive relationships, and renewal cycles • Experience writing SOPs, process documentation, or runbooks • Interest in AI and process automation—curiosity about how operational work today becomes the foundation for intelligent systems tomorrow

🏖️ Benefits

• Wheel is committed to equal employment opportunities for all team members. Every decision we make regarding employment is solely based on merit, competence, and performance. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.