Business Development and Client Services Coordinator
3 weeks ago
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 environmentSelf starter Meticulous about details and effeciency #J-18808-Ljbffr
-
San Diego, United States Optima Office Full timeBusiness 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...
-
Business Development Coordinator
14 hours ago
San Diego, United States Morrison Foerster Full timeOverview Ready to write your story? Join MoFo as a BUSINESS DEVELOPMENT COORDINATOR on our Marketing team. This role can be based in San Francisco or San Diego. About The Role The Business Development Coordinator partners closely with the business development team to support the Sustainability + Corporate Responsibility and Social Enterprise + Impact...
-
Client Services Coordinator
14 hours ago
San Diego, United States Tax & Financial Group Full timeJoin Our Team as a Client Services Coordinator! At Tax & Financial Group(TFG), we have been dedicated to empowering clients toward long-term financial security for 55 years. Our commitment to personalized service and expertise has allowed us to help countless individuals and families achieve their financial goals. Why TFG? We pride ourselves on our...
-
Client Services
7 days ago
San Diego, United States JAMIS Software Corporation Full timeJAMIS Software Corporation Client Services & Administrative Coordinator JAMIS Software Corporation is a leading provider of ERP software solutions designed specifically for government contractors and other project-focused organizations. Our growth is driven by delivering real results for our clients and supported by a culture that values individual...
-
Client Services Coordinator
3 weeks ago
San Diego, United States California Staffing Corporation Full timeClient Services Coordinator A well-established organization is seeking a highly organized and service-oriented Client Services Coordinator to act as the operational hub between clients and internal teams. This role is perfect for someone who excels at coordination, communication, and delivering a consistently high-quality client experience. Position...
-
Client Services Coordinator
3 weeks ago
San Diego, United States California Staffing Full timeClient Services CoordinatorA well-established organization is seeking a highly organized and service-oriented Client Services Coordinator to act as the operational hub between clients and internal teams. This role is perfect for someone who excels at coordination, communication, and delivering a consistently high-quality client experience.Position Overview:...
-
Business Development Executive
7 hours ago
San Diego, United States Military, Veterans and Diverse Job Seekers Full timeAbout the job Business Development Executive Responsibilities Because of our incredible growth, we are looking to add an experienced Business Development Executive to join our Commercial Sales organization. The ideal candidate will be comfortable using a consultative approach to sell technology-managed services, security tools, and compliance support to...
-
Business Development
2 weeks ago
San Diego, United States Branding Innovation Full timeA full service marketing agency is seeking a Business Development Manager to lead efforts in growing the business and maintaining client relationships. The ideal candidate will have at least 2 years of experience in marketing or website development, strong interpersonal and communication skills, and a proven ability to close sales. Responsibilities include...
-
Business Development
2 weeks ago
San Diego, United States Branding Innovation Full timeA full service marketing agency is seeking a Business Development Manager to lead efforts in growing the business and maintaining client relationships. The ideal candidate will have at least 2 years of experience in marketing or website development, strong interpersonal and communication skills, and a proven ability to close sales. Responsibilities include...
-
Client Services Coordinator
14 hours ago
San Diego, United States CBRE Full timeOverview Client Services Coordinator Job ID | Posted 20-Jan-2026 | Service line: Advisory Segment | Role type: Full-time Location: San Diego, California, United States About the Role: As a CBRE Client Services Specialist you will provide administrative support to an office or group of sales professionals. This job is part of the Sales Operations function....
