Are You Great With People—and Even Better at Follow-Through?
Are you the person who remembers the details, follows up without being asked, and makes sure nothing falls through the cracks?
Do you communicate confidently with successful professionals, enjoy building relationships, and take pride in delivering an exceptional client experience?
The CORE Training, Inc. is looking for a Client Success Coordinator to support our coaching clients and coaching team.
This is not a call-center, receptionist, or traditional customer service position. This is a proactive, relationship-focused role for someone who can confidently communicate with mortgage lenders and real estate professionals, track their progress, coordinate with their coaches, and help keep clients engaged and accountable to their goals.
If you’re organized, polished, proactive, and energized by helping others succeed, we’d like to meet you.
About The CORE Training
Since 2001, The CORE Training, Inc. has helped mortgage lenders and real estate professionals build stronger businesses, create wealth, develop successful teams, and reach ambitious goals.
Our coaching team includes top-producing leaders with real-world experience in the mortgage and real estate industries. We believe in accountability, results, exceptional service, and helping people perform at their best.
What You’ll Do
As a Client Success Coordinator, you’ll help create an outstanding coaching experience from behind the scenes and directly with our clients.
You’ll be responsible for:
- Proactively connect with assigned clients each week to provide support, track progress, and maintain strong relationships.
- Prepare client information and materials for coaching sessions.
- Track client goals, activity, progress, and follow-up items.
- Communicate with clients by phone, email, and Zoom.
- Respond promptly to client requests and provide coaching resources.
- Support coaches with client communication, preparation, and administrative needs.
- Follow up with clients on commitments and action items.
- Maintain accurate client information in our CRM.
- Help facilitate Zoom coaching calls.
- Ask satisfied clients for referrals when appropriate.
- Assist with company events, including travel approximately 2–3 times per year.
What We're Looking For
We're looking for someone who:
- Communicates professionally and confidently.
- Is comfortable initiating phone conversations with clients.
- Is highly organized and attentive to detail.
- Follows through consistently on commitments and deadlines.
- Takes initiative and works well independently.
- Can manage multiple priorities in a fast-paced environment.
- Builds positive professional relationships.
- Learns new technology and processes quickly.
- Is receptive to feedback and motivated to grow.
Qualifications
You do not need previous mortgage, real estate, or coaching experience.
However, candidates must have:
- High school diploma or equivalent.
- Strong verbal and written communication skills.
- Professional and confident phone presence.
- Strong organization and attention to detail.
- Basic proficiency with Microsoft Office or similar business software.
- Comfort learning Zoom, CRM systems, and other technology.
- Ability to work full-time, in person, Monday–Friday.
- Ability to travel 2–3 times per year for company events.
- A track record of reliability, responsibility, and follow-through.
Preferred Qualifications
We’d especially like to hear from candidates who have experience in:
- Customer service.
- Hospitality.
- Front desk or administrative support.
- Retail leadership or sales.
- Banking or financial services.
- Inside sales.
- Recruiting.
- Real estate or mortgage offices.
- College internships.
- Office or executive support.
- Other roles involving frequent communication, organization, and responsibility.
If you've learned how to communicate professionally, solve problems, stay organized, and take care of people, we'd like to hear from you.
This position probably isn’t the right fit if you:
- Prefer primarily email-based communication and don’t enjoy talking with clients by phone.
- Want a traditional receptionist or reactive customer-service position.
- Need frequent reminders to complete follow-ups or stay organized.
- Are uncomfortable initiating conversations or holding people accountable.
- Prefer working remotely.
- Don’t enjoy working in a fast-paced, performance-focused environment.
We want candidates to understand the role before applying—and we want the person we hire to genuinely enjoy this type of work.
Compensation & Benefits
Starting salary: $45,000/year + bonus opportunities
Benefits include:
- 100% employer-paid health insurance after 90 days.
- 401(k) with company match. Must be 21 years of age or older and have 3 months of continued service.
- Annual performance and compensation review.
- Opportunity for performance-based salary increases annually.
- Paid vacation and sick time after 90 days.
- 8 company-paid holidays.
- Life insurance.
- Parental leave after 12 months of continued service.
- Free on-site meals and snacks.
- A growth-focused, results-driven team environment.
Ready to Apply?
If you’re a strong communicator who loves building relationships, staying organized, following through, and helping people achieve their goals, we’d like to hear from you.
Please submit your resume along with brief answers to the following questions:
1. How comfortable are you making proactive outbound calls to professional clients? Give us an example from a previous role.
2. This role requires following up with clients and encouraging them to complete commitments. How would you approach a client who repeatedly wasn’t following through?
3. Why does this particular role at The CORE Training interest you?
Final Step
Candidates selected to move forward may be asked to complete a brief phone screening so we can learn more about your communication style and experience.
Job Type: Full-time
Work Location: In person
Schedule: Monday–Friday
Starting Compensation: $45,000/year + bonus opportunities
Pay: $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Work Location: In person
