Client Operations Specialist

About Us

Cardinal Education is a premier educational consulting firm based in the San Francisco Bay Area that provides world-class academic coaching, test preparation, and admissions advising. The Connect Division, the team concerned with client operations, is central to our service delivery model, coordinating logistics, managing relationships, and ensuring that every family experiences the highest level support and impact.

Role Overview

We are seeking a Client Operations Specialist to own and manage ongoing relationships with families receiving our educational services. You will serve as the operational and relational hub for each client account, from onboarding through ongoing support, ensuring each family’s experience is seamless, responsive, and high-value.

You’ll work closely with academic coaches, consultants, billing teams, and cross-functional leaders to deliver timely service, address concerns, and retain long-term clients.

Key Responsibilities

• Serve as the primary point of contact for families after the initial onboarding, managing ongoing service delivery and communication.

• Conduct regular client check-ins and provide timely, personalized support to maintain high levels of satisfaction and engagement.

• Track client engagement and service quality, maintain accurate records, and recommend additional support to improve outcomes and retention.

• Coordinate service launches and scheduling by aligning with internal teams, maintaining updated documentation, and addressing any issues to ensure a smooth client experience.

• Identify opportunities to improve or automate recurring workflows and help implement process improvements across the client operations lifecycle.

• Work closely with Sales and Marketing to align messaging, share client insights, and support continuous improvements to the client experience.

Experience We’re Looking For

• Willing and able to work a dedicated night shift schedule aligned with US Pacific Standard Time (PST) hours.

• At least 2 years of hands-on experience in a client-facing or process-driven role - Account Management, Customer Success, Operations Coordination, Project Coordination, Implementation, or a similar individual-contributor capacity.

• This role is best suited to candidates who've spent most of their career actively managing accounts, processes, or projects themselves.

• Exceptional written and verbal communication skills.

• Strong organizational skills and attention to detail.

• Empathetic, service-oriented mindset with a bias toward action and follow-through.

• Ability to multitask and manage multiple client relationships in a fast-paced environment.

We're especially interested in candidates who bring

• Salesforce experience - a strong plus, and a skill we actively hire for.

• A track record of operations and process improvement, including building or streamlining workflows (not just following them).

• Project management software experience, particularly hands-on work in Monday.com (building boards/workflows, not just updating tasks), as well as Asana or Notion.

• Comfort working across multiple platforms (Google Workspace, CRM/billing systems, etc.).

• Familiarity with AI tools such as ChatGPT or Claude is a nice-to-have, not required.

Benefits

• Competitive salary

• Ongoing compensation reviews and merit-based increases

• Fully remote work environment with structured team support

• Collaborative, high-performing team culture with cross-functional exposure

• Hands-on mentorship and career development opportunities

• Mission-driven work that directly impacts students and families

• Company events and virtual team-building activities

• Opportunities to grow within client operations, education services, and beyond