Job Description

Join Velocity Work's Client Services team to deliver a world-class experience for law firm owners investing in strategic growth. The team strives to know every client inside and out - and we need you to match that intensity. This is a high-stakes, client-facing role where you'll be in the room during multi-day strategic planning retreats, supporting our lead facilitator in real-time while managing every operational detail before, during, and after. This isn't a desk job. It's on-your-feet work that demands you know where everything is, anticipate needs, and execute flawlessly under pressure. If you squint, you'll see a lot of inspiration from customer-first standards held by top hotels and restaurants. The Reality of the Role You'll be supporting in-person strategic planning retreats - full-day and multi-day sessions where clients are making critical decisions about their businesses. During these sessions: o You're in the room, taking notes, adjusting spreadsheets (Google) & data presentations (Looker Studio) on the fly, and troubleshooting data issues in real-time o You're learning the client, their business, and their hopes and dreams o You need to locate any client document, business metric, or historical decision within minutes - no fumbling, no delays o You're reading the room, anticipating what our lead facilitator needs before she asks, and ensuring the client experience is seamless o You're managing logistics, technology, materials, and follow-through while staying invisible to the client unless called upon Between retreats, you're maintaining the operational backbone that makes this level of service possible: calendars, communications, data tracking, scheduling, and process documentation. Why This Role Matters Clients are investing significant time and resources to transform their businesses. The quality of their experience - from the clarity of a calendar invite to the precision of data presented in a retreat - directly impacts the value they receive. You'll be part of making that experience exceptional. Responsibilities: Retreat Support & Facilitation Assistance: o Be present (in-person in Denver) for quarterly and annual strategic planning retreats for which clients fly to Colorado to attend. These are intermittent throughout each month, planned well in advance o Be present for any retreats that take place virtually (on Zoom), playing the same role as in-person but remotely, typically from your home o Support the lead facilitator with real-time notes, presentation adjustments, and data retrieval o Manage all retreat logistics: materials, technology setup, client accommodations, meal coordination o Anticipate needs and solve problems before they become visible to the client o Execute immediate follow-up tasks while details are fresh Client Operations & Coordination: o Audit and maintain membership calendars monthly to ensure accuracy o Draft and send client communications: event details, reminders, accommodations, follow-ups o Coordinate scheduling for group calls, coaching sessions, and live events (invites, Zoom links, confirmations) o Support setup and logistics for all quarterly and monthly client touch points o Maintain client data trackers and ensure information is current and accessible Qualifications: What We're Looking For Non-Negotiables: o Exceptional attention to detail and organizational skills o Ability to stay calm and execute under pressure o Proactive communicator who closes loops without being asked o Fast learner who can absorb complex client histories and business contexts o Comfortable being in high-stakes client meetings and maintaining professionalism o Physical ability to be on your feet and present for full-day sessions o Based in Denver, Colorado Attitude & Mindset: o You take ownership - if something matters to the client experience, it matters to you o You don't wait to be told what needs doing o You believe excellence is in the details o You're energized (not drained) by high-intensity, high-impact work About Company: Velocity Work is a strategic consultancy for law firm owners, focusing on business planning, operational efficiency, and growth. We help owners build profitable, sustainable firms through clear, actionable plans and regular accountability. Through a combination of facilitated retreats, personalized coaching, and data-driven insights, we guide law firm owners to streamline operations, optimize team performance, and achieve greater personal freedom.

Skills Required