Do you thrive on delivering exceptional client experiences and keeping things organized in fast-paced environments? Join Red Wagon Club as a Client Engagement & Scheduling Specialist and help families across the country access life-changing estate planning education.
Based out of our Pittsburgh office , you'll be the first point of contact for individuals registering for our in-person seminars in 12 cities nationwide. You'll coordinate scheduling, manage communications, and ensure each client receives outstanding service from the first call to seminar check-in.
Answer incoming calls from individuals responding to seminar invitations and marketing
Schedule attendees for seminars using our CRM system
Make outbound calls, send texts and emails to confirm attendance and minimize no-shows
Maintain accurate and up-to-date records in the CRM
Participate in hands-on training, including CRM instruction with Blake and live call shadowing with Tim's team
Work with internal and outreach teams to ensure seminars are fully booked and smoothly executed
Experience in a call center, client scheduling, or high-volume customer service role preferred
Excellent verbal and written communication skills
Comfortable using CRM platforms, phone systems, texting tools, and email
Highly organized, detail-oriented, and process-driven
Fast learner who is open to feedback and thrives in a team environment
Must be available to work on-site in Pittsburgh, PA
Competitive pay: $20–$22 per hour
Comprehensive onboarding and training
Supportive and team-oriented workplace culture
Gain real-world experience with CRM software and professional communication tools
Contribute to a meaningful mission helping families make informed legal decisions
Monday – Friday
Full-time hours
In-office role (Not remote)
Red Wagon Club
Pittsburgh, PA
If you're a proactive communicator who thrives in a dynamic, mission-driven environment, we want to hear from you . Apply now and help us make estate planning more accessible across the country.
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