Remote Client Project Coordinator (Contractor)

Job Title: Client Project Coordinator (Contractor)Location: Remote USA, Preferred locations include Bay Area, CA, Austin, TX, and secondary locations are Chicago, IL, Atlanta, GA, Boston, MA, New York City, Denver, CO and Seattle, WAAbout the CompanyWheel is evolving the traditional care ecosystem by equipping the nation's most innovative companies with a premier platform to deliver high-quality virtual care at scale. We offer proven strategies and cutting-edge technologies to foster consumer engagement, build brand loyalty, and maximize return on investment. Wheel solutions include configurable virtual care programs, an intuitive consumer interface, and access to a nationwide network of board-certified clinicians. Discover how Wheel is transforming the future of healthcare by visiting www.wheel.com.About the RoleAs a Client Project Coordinator, you will own the full operational and coordination layer of enterprise account management: meeting preparation, internal follow-up, cross-functional escalation, and meticulous documentation. You will work across Salesforce, Jira, Zendesk, Confluence, Monday.com, and Google Workspace daily. This role is ideal for someone who thrives in a fast-paced environment, communicates proactively, and takes genuine pride in making internal stakeholders and clients feel supported at every touchpoint.This is a high-visibility, high-impact contract role embedded directly with our VP of Customer Success. You will serve as the operational backbone supporting our largest and most strategic enterprise client relationships - ensuring the VP and Account Managers are prepared, informed, and free to focus on building trust with clients and driving strategic outcomes. You should be deeply curious about using AI, automation, and scrappy workflows to automate yourself out of repetitive tasks so you can focus on higher-judgment, people-facing work.What You’ll DoEnterprise Meeting & Client Preparation:Build comprehensive pre-meeting briefing documents for every enterprise client call, including account history, open items, health indicators, recent activity, and talking pointsPrepare and distribute agendas, capture detailed meeting notes, and produce action item summaries with clear owners and due datesMaintain and update shared client project trackers (Monday.com, Google Suite) before and after every client interaction so records are always current and accurateInternal Coordination & Cross-Functional Follow-UpOwn 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 resolutionChase outstanding internal deliverables proactively, ensuring commitments made to enterprise clients are fulfilled on timeServe as the connective tissue between the VP/AM and internal stakeholders, reducing friction and keeping initiatives movingCRM & Data HygieneMaintain accurate, up-to-date records in Salesforce for all enterprise accounts: contact information, activity logs, opportunity stages, and renewal timelinesLog all client interactions, internal handoffs, and resolutions to ensure a complete and auditable account historyGenerate standard CS reports and dashboards from Salesforce, Looker, and Monday.com to support weekly reviews and leadership updatesFlag data gaps or inconsistencies in account records and drive cleanup efforts across the team's book of businessDocumentation & Process DevelopmentDocument all coordination workflows, follow-up cadences, meeting prep routines, and recurring task patterns in a structured, reusable format in ConfluenceBuild and maintain an operational playbook for the CS team that captures how strategic accounts are managed day-to-dayIdentify patterns in recurring tasks and proactively flag opportunities for process improvement, templating, or automationWho You Are2–4 years of experience in a client associate, customer success coordinator, project coordinator, account management support, or executive support roleHands-on experience with SalesforceProficiency with CRM, project and task management tools, and wiki-knowledge based tools for document capture: Monday.com, Jira, Salesforce, Confluence, Google Workspace, or equivalentExceptionally organized with the ability to manage multiple high-priority workstreams simultaneouslyProactive, clear communicator—written and verbal—who surfaces the right information at the right time without being askedComfortable operating independently in a fast-paced environment and making sound judgment calls with limited hand-holdingAdditional Core Competencies: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 cyclesExperience writing SOPs, process documentation, or runbooksInterest in AI and process automation—curiosity about how operational work today becomes the foundation for intelligent systems tomorrowCompensationPay Range: $37-$53 per hour.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. Research shows that underrepresented groups typically apply only if they meet 100% of the criteria listed. At Wheel, we encourage women, people of color, and LGBTQ+ job seekers to apply for positions even if they don’t check every box for the role.