Wheel
healthcare
ClientProjectCoordinator(Contractor)
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Project Coordinator (Contractor) at Wheel. Skills: Client Project Coordination, Cross-functional Coordination, Documentation, CRM Management. Own operational and coordination layer of enterprise account management. Prepare for meetings, follow up internally, escalate cross-functionally”
Industry & Context.
surfaces the right information at the right time without being asked; making sound judgment calls with limited hand-holding
What They're Looking For.
Must Have
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
Nice to Have
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 You'll Do.
Own operational and coordination layer of enterprise account management
escalate cross-functionally
Document meticulously
Build pre-meeting briefing documents
Prepare and distribute agendas
Capture detailed meeting notes
Produce action item summaries
Maintain and update shared client project trackers
Own follow-up loop on open Jira tickets
Triage and route inbound client requests
Chase outstanding internal deliverables
Serve as connective tissue between VP/AM and internal stakeholders
up-to-date records in Salesforce
Log all client interactions
Generate standard CS reports and dashboards
Flag data gaps or inconsistencies
Document all coordination workflows
Build and maintain an operational playbook
Identify patterns in recurring tasks
How You'll Work.
Team & Collaboration
Work across Salesforce, Jira, Zendesk, Confluence, Monday.com, and Google Workspace daily; Make internal stakeholders and clients feel supported; Support VP of Customer Success; Serve as operational backbone supporting enterprise client relationships; Ensure VP and Account Managers are prepared, informed, and free to focus; Serve as the connective tissue between the VP/AM and internal stakeholders; Reducing friction and keeping initiatives moving; Route inbound client requests to correct internal teams; Confirm receipt and track to resolution; Ensure commitments made to enterprise clients are fulfilled; Drive cleanup efforts across the team's book of business
Communication Scope
communicates proactively; clear communicator—written and verbal
Process & Methodology
manage multiple high-priority workstreams simultaneously, project coordinator, project management tools, task management tools
Full Job Description
Job Title: Client Project Coordinator (Contractor) Location: Remote USA, Preferred locations include Bay Area, CA, Austin, TX, and secondary locations are Chicago, IL, Atlanta, GA, Boston, MA, New York City, Denver, CO and Seattle, WA About the Company Wheel is evolving the traditional care ecosystem by equipping the nation's most innovative companies with a premier platform to deliver high-quality virtual care at scale. We offer proven strategies and cutting-edge technologies to foster consumer engagement, build brand loyalty, and maximize return on investment. Wheel solutions include configurable virtual care programs, an intuitive consumer interface, and access to a nationwide network of board-certified clinicians. Discover how Wheel is transforming the future of healthcare by visiting www.wheel.com http://www.wheel.com. About the Role 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 http://Monday.com, and Google Workspace daily. 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. 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. What You’ll Do - Enterprise Meeting & Client Preparation: -
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