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Workflow & client experience specialist

Tepoztlán, Mor
Sadie Kaufman Method (Skm)
Publicada el 8 diciembre
Descripción

At skm, we are a growing startup helping people take control of their health through personalized nutrition and in-depth metabolic evaluations based on blood tests.
we are looking for someone with a strategic mindset and bilingual (english and spanish), who can lead improvements in internal operations and client experience, supporting our company's growth trajectory.
we're looking for someone who's organized, proactive, and great with people to join us in a hybrid role focused on workflow and client experience.
you'll guide clients through their journey, keep systems running smoothly, and help improve processes as we grow.
*what you'll be doing*
you'll be the link between our founder, the internal team, and our clients—making sure workflows are efficient, communication is clear, and clients feel cared for throughout their journey.
*workflow & client experience*
- guide clients step by step through onboarding: lab tests, payments, appointments.
- track client progress, follow up on pending items, and ensure accurate records.
- schedule discovery calls and reconnect with quiet leads.
- respond to client feedback and challenges with empathy, clarity, and accountability.
- translate clinical notes and create personalized supplement & diet protocols.
- keep systems and data updated: crm, asana, google drive, stripe, offer pipeline, finances.
- assign and follow up on tasks (charts, transcriptions, interns, etc.).
- create and maintain templates, guides, and client-facing materials.
- manage logistics: research supplements, track orders, fulfill protocols.
- organize daily internal check-ins and prepare talking points for sessions with the founder.
*strategic contribution*
- spot inefficiencies and recommend improvements to simplify or scale workflows.
- proactively suggest and lead initiatives to help skm grow sustainably.
- document internal processes to support onboarding and system continuity.
- contribute to the hiring and onboarding of interns or new roles as needed.
*what you'll need (requirements)*
- language skills:
- to succeed in this role, you must be fluent in both written and spoken english and spanish, as our work involves daily communication with clients and team members in both languages.
- organizational skills:
- highly organized and detail-oriented
- effective time management, focusing on priorities and daily goals
- professionalism:
- willingness to learn and a strong commitment to the role
- excellent presentation and interpersonal skills
- *tech setup*
- a computer and workspace fit for video calls.
- a strong and stable internet connection for smooth communication.
*what we offer*
- fixed monthly pay (honorarios / fee-based contract in mxn pesos).
- full-time schedule: monday to friday, 9 am-6 pm (with 1-hour lunch break).
- fully remote (with occasional in-person meetings in morelos).
- time off from *dec 24 to jan 1* each year
- free metabolic analysis and custom protocol just for you.
- 15% discount on skm diagnostics for close family.
- training in the *sadie kaufman method* and our internal systems.
tipo de puesto: tiempo completo
sueldo: $20,* al mes
beneficios:
- descuento de empleados
- teléfono de la empresa
- trabajo desde casa
- vacaciones adicionales o permisos con goce de sueldo
tipo de jornada:
- lunes a viernes
pregunta(s) de postulación:
- what would make your work better than anyone else's if we chose you?
/ what sets you apart?
- please describe 3 strengths you possess, both personally and professionally
- please describe 3 weaknesses or areas where you feel less proficient, both personally and professionally
- why would you like to work at skm?
escolaridad:
- licenciatura trunca o en curso (deseable)
idioma:
- español (1st language) (obligatorio)
- inglés (proficiency) (obligatorio)
lugar de trabajo: remoto híbrido en *, tepoztlan, mor.

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