Project Coordinator & Brotherhood Account Manager

At The Elliott Group, we don’t just manage clients—we cultivate relationships. We’re looking for a Brotherhood Account Manager & Project Coordinator to serve as the central point of contact for our Brotherhood clients while supporting internal project management for our high-ticket offers. This role ensures our clients feel seen, supported, and valued while keeping operations seamless across one of our most elite divisions.

What You’ll Own

1. Brotherhood Client Management (Front-Facing)

• New Client Onboarding—Lead welcome calls, walk-throughs, group placement, calendar orientation, and contract confirmation.
• Payment Tracking – Monitor payment plans, auto-drafts, and failed payments. Create weekly payment status reports.
• Collections/Recovery—Confidently contact clients regarding overdue payments, following our SOPs with professionalism and grace. Keep detailed documentation of all attempts and outcomes.
• Proactive Client Support—Manage the Brotherhood support phone line (calls, texts, WhatsApp). Resolve issues directly or route internally to coaches/support.
• Internal Communication Before Collections—Notify coaches if clients are slipping to add context or assist.
• Event Notifications & Reminders—Manage communication touchpoints for Brotherhood meetups, sending 30-, 14-, 7-, 3-, and 1-day reminders, managing confirmations, and special requests.

2. Brotherhood Calendar Management

• Maintain the master calendar for events, calls, and deadlines.
• Sync updates across internal team and client-facing platforms.
• Ensure no conflicts between team travel, coach calls, or meetups.

3. Project Management Support (Internal-Facing)

• Track payment plans for high-ticket projects: Built-to-Scale, Business Mastery, and Private clients.
• Execute collection calls and ensure contracts are current.
• Maintain internal updates in Monday.com / CRM, track deliverables, assign next steps, and follow up to prevent dropped balls.

4. Additional Responsibilities

• Client Retention – Conduct quarterly check-ins, track satisfaction, and report red flags.
• Community Engagement – Light moderation of Brotherhood WhatsApp community, identify disengaged members, and spotlight wins.
• VIP Experience Management – Manage guest lists, special accommodations, and pre/post-event follow-up.
• Revenue Protection & Forecasting – Build weekly reports on collected, outstanding, and at-risk accounts; maintain renewal tracking dashboards and flag upcoming renewals 60–90 days out.
• Escalation Management – Serve as first line of defense for client concerns, de-escalate issues before they reach senior leadership.
• Systems Maintenance – Keep onboarding SOPs, event instructions, and CRM/Monday boards up to date.

Who Will Win in This Role

This is not a 9-5 job. We need someone who is:

• Extremely organized – Can manage 50–150 high-level clients without dropping balls.
• Coachable – Accepts feedback instantly, without ego.
• Action-oriented & fast – Thrives in an elite, high-pace environment.
• Emotionally intelligent – Can handle high-level business owners with ease.
• Comfortable with money conversations – Confident in discussing payments and collections.
• High ownership mentality – Identifies and solves problems proactively.
• Tech competent – Comfortable with Monday.com, CRM systems, Stripe, internal communication tools, and calendar platforms.
• Discrete & trustworthy – Handles sensitive client information with care.

Apply Now to build a career with purpose, pressure, and payoff.