Client Project Coordinator, Wheel
Contractor
: $37-$53 USD per hour
More information about location
Virtual care platform
Be an early applicant
Virtual care platform
201-500 employees
Be an early applicant
: $37-$53 USD per hour
More information about location
201-500 employees
Company mission
To put great care within everyone's reach.
Role
Who you are
- 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
- 2–4 years of experience in a client associate, customer success coordinator, project coordinator, account management support, or executive support role
- Hands-on experience with Salesforce
- Proficiency with CRM, project and task management tools, and wiki-knowledge based tools for document capture: Monday.com, Jira, Salesforce, Confluence, Google Workspace, or equivalent
- Exceptionally organized with the ability to manage multiple high-priority workstreams simultaneously
- Proactive, clear communicator—written and verbal—who surfaces the right information at the right time without being asked
- Comfortable operating independently in a fast-paced environment and making sound judgment calls with limited hand-holding
- 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 cycles
- Experience writing SOPs, process documentation, or runbooks
- Interest in AI and process automation—curiosity about how operational work today becomes the foundation for intelligent systems tomorrow
What the job involves
- As 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 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
- Enterprise 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 points
- Prepare and distribute agendas, capture detailed meeting notes, and produce action item summaries with clear owners and due dates
- Maintain and update shared client project trackers (Monday.com, Google Suite) before and after every client interaction so records are always current and accurate
- Internal Coordination & Cross-Functional Follow-Up
- Own 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 resolution
- Chase outstanding internal deliverables proactively, ensuring commitments made to enterprise clients are fulfilled on time
- Serve as the connective tissue between the VP/AM and internal stakeholders, reducing friction and keeping initiatives moving
- CRM & Data Hygiene
- Maintain accurate, up-to-date records in Salesforce for all enterprise accounts: contact information, activity logs, opportunity stages, and renewal timelines
- Log all client interactions, internal handoffs, and resolutions to ensure a complete and auditable account history
- Generate standard CS reports and dashboards from Salesforce, Looker, and Monday.com to support weekly reviews and leadership updates
- Flag data gaps or inconsistencies in account records and drive cleanup efforts across the team's book of business
- Documentation & Process Development
- Document all coordination workflows, follow-up cadences, meeting prep routines, and recurring task patterns in a structured, reusable format in Confluence
- Build and maintain an operational playbook for the CS team that captures how strategic accounts are managed day-to-day
- Identify patterns in recurring tasks and proactively flag opportunities for process improvement, templating, or automation
Our take
In an age where digitisation is transforming the way we interact with healthcare providers, Wheel brings together tech infrastructure and clinicians to power virtual care and telehealth. The company is focused on improving patient access to care and simultaneously addressing an urgent need for clinician empowerment.
The company has created a telemedicine platform that allows companies to provide services to patients under their own brand, with Wheel handling all the back-end technology and providing an easy-to-use interface for healthcare providers to treat people.
With Wheel, not only can prospective patients be connected to the best healthcare provider for their specific needs, but the improvements to efficiency for practitioners contribute to tackling the epidemic of clinician burnout. Past funding has allowed the company to broaden its services and improve its integrations, as it pursues the ultimate goal of better health outcomes for all.
Steph
Company Specialist at Welcome to the Jungle
Insights
103% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Jan 2022
$150m
SERIES C
May 2021
$50m
SERIES B
Total funding: $217.6m
Company benefits
- Medical, vision, and dental insurance
- Flexible PTO policy
- $5250 personal growth stipend
- $500 home office stipend
- Flexible WFH policy
- Paid parental leave
Company HQ
Civic District, Austin, TX
Leadership
Michelle Davey
(Co-Founder & CEO)They started their career as an Associate at Medtronic, before roles at International Biomedical and Google. They served as Manager of Favor Delivery and Head of Global Talent at Medici prior to founding RecruitHere in 2016 and Wheel in December of the following year.
Griffin Mulcahey
(Co-Founder)Having spent a year at the Department of Health and Human Services, they worked as an Epstein Becker & Green Associate for over 3 years. They left their role as VP of Strategy at Medici in December 2016 to co-found Wheel in December 2017.
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