Client Experience Coordinator

Primary Function:

Provide administrative and service support in day-to-day operations for the Consulting Team. Foster environment of teamwork and collaboration. Enhance client experience through project correspondence and engagement. Maintain a positive and helpful attitude with an enthusiastic team.

Studies have shown that women and people of color are less likely to apply for jobs unless they believe they meet every one of the qualifications as described in the job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. We encourage you to apply, even if you don’t believe you have met every one of our qualifications.

Duties & Responsibilities:

-Create and update presentation and engagement templates, RFPs, etc., for various types of vendors and clients.
-Compile, distribute and receive proposals.
-Manage and distribute detailed meeting minutes.
-Be present and participate in meetings, site visits, etc. to grow knowledge base and back-up teammates.
-Coordinate, write and distribute internally and externally facing emails and reports.
-Organize and schedule in-person and virtual meetings
-Provide general support to in person and virtual visitors .
-Assist in the preparation of regularly scheduled reports.
-Update and manage projects in CRM.
-Project setup and documentation.
-Review invoices and coordinate with accounting. Follow up on pending payments.
-Provide support for project budgets and schedule, distribute as needed

-Assist with project close out and client appreciation.
-Order food for lunches and meetings, both internal and client facing.
-Plan social events with outside vendors.
-Assist in social media presence and updates.
-Promote a culture of helpfulness and cooperation between departments.
-Coordinate and oversee moves/adds/changes associated under the direction of Project Managers