Reynolds Defense Firm · 17 hours ago
Client Experience & Operations Lead
Portland, Oregon, United States
Full-time
Onsite
Entry Level
1+ years expReynolds Defense Firm is partnering with Window of Clarity, a mission-driven company that supports individuals during pivotal life moments. The Client Experience & Operations Lead will be responsible for managing client interactions and operational processes to enhance the client experience and support business growth.
Law EnforcementLegalLegal Tech
Responsibilities
Serve as a primary point of contact for prospective clients exploring Window of Clarity
Lead compassionate, consultative conversations to help individuals understand our programs and determine the right next step
Guide clients through enrollment with clarity, care, and professionalism—never pressure
Maintain accurate lead tracking, follow-ups, and outcomes within the CRM
Continuously look for ways to improve the intake and early client experience
Coordinate scheduling for consultations, coaching sessions, and internal meetings
Maintain clean, accurate systems across CRM, calendars, and internal tools
Support client onboarding by preparing materials, workflows, and communication templates
Track and organize operational data to support informed decision-making
Provide social media and growth support, including scheduling content and identifying engagement opportunities
Support growth initiatives such as partnerships, events, outreach efforts, and new program launches
Identify opportunities to improve systems, streamline processes, and support scalability
Collaborate closely with leadership to shape internal operations as the company evolves
Qualification
Required
High school diploma or equivalent required
Minimum of one (1) year customer service or sales experience
A strong, empathetic communicator who builds trust quickly
Organized, detail-oriented, and comfortable managing multiple priorities
A self-starter who takes ownership and follows through without micromanagement
A critical thinker who anticipates needs and offers thoughtful solutions
Comfortable holding meaningful conversations around sensitive life transitions
Tech-comfortable with CRM and with the Microsoft ecosystem and quick to learn new tools
Adaptable, flexible, and energized by growth and change
Preferred
Previous experience working in the service industry preferred
Previous legal experience and familiarity with terminology a plus but not required
Experience with CRM software preferred
Company
Reynolds Defense Firm
Reynolds Defense Firm is a law office that exclusively practices DUI defense, criminal defense law, legal & personal consequences services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase