Business Development and Client Services Coordinator bei Optima Office

Description

Business Development and Client Services Coordinator San Diego, CA | 30-40 hours per week | $25-28/hour

About Optima Office

Optima Office is a female-owned firm providing Fractional CFO, Accounting, and HR services to 300+ companies nationwide. Recognized as Inc. 5000 fastest growing and a San Diego Best Place to Work, we prioritize our team with various incentives, including flexible schedules and fun in person events.

The Role

Support our growth and client retention through business development, client services, and office coordination. This on-site position is critical to our sales pipeline, client onboarding, and daily operations.

Key Responsibilities

Business Development

• Maintain HubSpot CRM: update leads, pipelines, and deal stages
• Support outbound sales: prospect research, cold outreach, meeting coordination
• Attend networking events and represent Optima at business associations
• Assist with proposals, engagement letters, and sales follow-up

Client Services

• Coordinate new client onboarding and consultant assignments
• Maintain client records and track feedback/retention metrics
• Support client check-ins and relationship management
• Assist with cross-sell opportunities and client surveys

Office Operations

• Manage reception: answer calls, greet visitors, maintain office organization
• Coordinate events, gifting, and company culture initiatives
• Support meeting prep, scheduling, and administrative tasks

You're a Great Fit If You're:

• A proactive communicator with strong follow-through
• Detail-oriented and able to manage multiple priorities
• Comfortable with CRM systems and sales support
• A self-starter who thrives in a collaborative team environment

Schedule: Monday-Friday, on-site at our San Diego office. Flexible hours: arrive between 7:30am-10:30am and work your scheduled hours (departing between 2:30pm-7:30pm). Occasional remote work available, possibly a day a week and for appointments with notice.

Requirements

• Bachelors degree preferred
• Excellent technical skills; expert MS OFFICE skills
• 2 years of experience in a business development or client services role 
• Working knowledge of CRM technology; Hubspot preferred
• Excellent communication skills
• Ability to work in a fast paced environment
• Self starter
• Meticulous about details and effeciency