Operations & Member Success Coordinator

$41,600 - $47,840/Yr

Unclassified - Monterey, CA

Full-time - Entry Level

Monterey, CA

About the position

The Pearl Works is seeking a dynamic Operations & Member Success Coordinator to support the growth and success of both The Pearl Works and TreeHouse Mortgage Group, located in Monterey, CA. This is an in-person role in a shared workspace where you will work closely with multiple organizations, primarily focusing on creating a positive and engaging experience for members, clients, and guests. The Pearl Works is a coworking and meeting space that emphasizes human connection and focus, while TreeHouse Mortgage Group is a women-led mortgage company dedicated to creating meaningful experiences. In this role, you will be responsible for ensuring smooth business operations while keeping the community experience at the forefront. Your day-to-day tasks will vary, making it essential for you to thrive in a dynamic environment. You will play a vital role in managing physical operations, tech systems, lead conversion, and member onboarding. Your contributions will help create a welcoming and efficient atmosphere that enhances the overall experience for everyone involved. If you are someone who enjoys engaging with people, improving systems, and thinking on your feet, this position is perfect for you. You will work closely with the founders to ensure that operations run smoothly and that the community remains vibrant and connected. Join us in making a real impact in our community!

Responsibilities

• Open and close the coworking space.
• Manage mail processing and respond to client requests daily.
• Maintain a clean, peaceful, and welcoming coworking environment.
• Ensure supplies are stocked and coordinate property maintenance.
• Create and manage trackable marketing links and maintain event calendars.
• Develop and maintain CRM, member portals, and client databases for both businesses.
• Schedule social media posts and create signage for events using Canva.
• Handle monthly expense preparation and reporting for the bookkeeper.
• Manage support tickets with software companies and troubleshoot issues for clients.
• Provide warm and personalized greetings to members and visitors.
• Ensure positive and responsive interactions with virtual mail clients and in-person members.
• Handle phone inquiries, build rapport, and guide potential clients through the sales cycle.
• Lead tours of the coworking space that highlight its value and convert visitors into members.
• Seamlessly onboard new members onto tech platforms, physical space, and community (welcome emails, Slack invites, etc.).
• Schedule and host onboarding meetings to introduce new members to the space and its resources.
• Ensure virtual mail clients are confident in using the tech systems to manage their mail.

Requirements

• Experience in customer service and creating positive experiences for clients.
• Proficiency in software troubleshooting and tech-savvy skills.
• Ability to manage multiple tasks and prioritize effectively.
• Strong attention to detail and operational mindset.
• Experience with Canva for creating marketing materials and signage.

Nice-to-haves

• Experience in a coworking space or similar environment.
• Familiarity with CRM systems and event management tools.
• Ability to adapt to changing environments and work flexibly.

Benefits

• Opportunity to work in a dynamic and supportive community.
• Potential for professional growth and development.