Client Portal & Digital Experience Coordinator (Volunteer)

Client Portal & Digital Experience Coordinator (Volunteer)

Remote | 20–25 Hours Weekly

About LoopRoots Foundation

LoopRoots Foundation is a growing nonprofit organization dedicated to supporting justice-impacted individuals, families, survivors, and underserved communities through transportation assistance, housing support, workforce development, food access, wellness services, survivor support programs, and community-based initiatives.

Position Overview

LoopRoots Foundation is seeking a highly motivated Client Portal & Digital Experience Coordinator to lead the development and implementation of our client-facing portal experience.

This is a priority, time-sensitive project that is critical to the organization's growth and service delivery. The individual selected for this role will work closely with leadership, program staff, and the technology team to help design, build, test, and launch a centralized client portal that improves communication, case management, document collection, and service accessibility.

The goal is to create a seamless client experience where individuals can complete an intake form, automatically create a secure portal account, complete onboarding requirements, upload documents, communicate with staff, track requests, monitor case status, schedule appointments, and access available resources through a single platform.

This volunteer position requires approximately 20–25 hours per week and is expected to move forward with urgency. We are seeking someone who can dedicate consistent time and attention to the project and help accelerate development and implementation.

Key Responsibilities

• Lead client portal planning and development efforts.
• Work closely with the technology team to implement portal functionality and workflows.
• Develop the intake-to-portal onboarding experience.
• Ensure clients are automatically prompted to create a portal account following intake submission.
• Assist with development of secure document upload and document management features.
• Support implementation of client messaging and communication tools.
• Help develop case status tracking and service request management functionality.
• Assist with appointment scheduling and resource access workflows.
• Support implementation of transportation requests, housing requests, and program enrollment tracking.
• Conduct testing, quality assurance, and user experience reviews.
• Identify opportunities to improve the client experience and increase accessibility.
• Assist in documenting workflows, procedures, and portal requirements.

Planned Portal Features

The individual selected for this role will help support development and enhancement of features such as:

• Client registration and login
• Secure client dashboard
• Intake-to-onboarding workflow
• Case and service request tracking
• Program enrollment status
• Secure document upload and retrieval
• Appointment scheduling
• Internal messaging and support requests
• Notifications and updates
• Resource center access
• Transportation request management
• Housing and emergency assistance requests
• Workforce development program access
• Client profile management

Preferred Qualifications

• Experience with customer portals, client portals, member portals, or case management systems
• Experience with Zoho, CRM platforms, client management systems, or workflow automation tools
• Familiarity with user experience (UX) and user interface (UI) principles
• Strong organizational and problem-solving skills
• Ability to collaborate with technical and non-technical team members
• Experience gathering requirements and translating them into workflows and user experiences
• Passion for using technology to improve access to services and support communities

Why This Role Matters

This role will directly contribute to one of LoopRoots Foundation's most important technology initiatives. The portal will become the primary digital experience through which clients access services, communicate with staff, upload documents, complete onboarding, track requests, and receive support from the organization.

How to Apply

We are looking to fill this position immediately and begin work on this project as soon as possible.

The selected volunteer will be expected to participate in our weekly organizational update meetings held every Monday at 11:00 AM MST beginning the week following onboarding.

Interested candidates should submit their resume and a brief statement of interest outlining their relevant experience and why they would like to support this initiative.

Applications should be sent to:

Info@looproots.org

Qualified candidates who wish to continue through the selection process may be invited to participate in a follow-up discussion with leadership to review project goals, expectations, and next steps.

We are seeking an individual who can commit 20–25 hours per week and help move this critical project forward with urgency.

If you are passionate about technology, client experience, workflow design, and building systems that make a real impact in people's lives, we would love to hear from you.