Client Operations Specialist.

Full Job Description

About Inception LegacyWe help business owners eliminate six-figure tax bills and

redirect those savings into generational wealth. Our clients make

hundred-thousand to half-million-dollar decisions. When they reach out, they

expect fast, flawless service. We're scaling from fifty to five hundred clients in two

thousand twenty-six. Our founder focuses on closing deals and building

relationships. We need someone who ensures nothing falls through the cracks.

The Problem We're Solving Last year we closed twenty-five deals worth five million

dollars. We left another five million on the table because our pipeline

management died in slow months. We need someone obsessed with

follow-through—someone who sees a stalled deal and moves it forward without

being asked.

What This Role Actually Is You're not here to wait for instructions. You're the

operations backbone. When the founder is in client calls or networking, the

business keeps moving because you're managing it. You own:

One-hundred-person

pipeline staying warm year-round

Zero

missed follow-ups or forgotten clients

Document

prep and CPA coordination

Weekly

pipeline reporting and trend spotting

Process

improvements

Job Responsibilities

What This Role Actually IsYou're not here to wait for instructions. You're the

operations backbone. When the founder is in client calls or networking, the

business keeps moving because you're managing it.You own:

One-hundred-person

pipeline staying warm year-round

Zero

missed follow-ups or forgotten clients

Document

prep and CPA coordination

Weekly

pipeline reporting and trend spotting

Process improvements 

Job Requirements

Job Requirements: Technical Skills:

CRM experience (Pipedrive, Asana, Monday, Airtable, or similar)

Strong written and verbal communication

Document preparation and organization

Basic financial/business terminology comfort

Email management and scheduling tools

Work Requirements:

Full-time availability: 9am-5pm Eastern, Monday-Friday

Reliable internet connection and workspace

Self-managed workflow (minimal supervision)

Ability to learn complex tax strategy concepts

Personal Attributes:

Obsessive follow-through (hates things falling through cracks)

Proactive problem-solver (fixes before being asked)

Detail-oriented without perfectionism paralysis

Independent decision-maker with good judgment

Professional relationship management skills

Experience Preferred:

1-2 years in operations, admin, or client coordination roles

Pipeline or sales support experience

Experience working with financial advisors, CPAs, or tax professionals (bonus, not required)

Non-Negotiables:

Can commit to full-time schedule

Responds within 24 hours to messages

Takes ownership of results, not just tasks

Willing to work on performance-based compensation structure

Skills Required

• Wordpress - Beginner
• Lead Generation - Intermediate
• CRM - Intermediate
• Digital Marketing - Intermediate

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