Client Services Coordinator Jobs

Features of the Position:

• The Client Relations Coordinator will report directly to the Director of Operations and the CEO

• High level of interaction and exposure to clients and business leads from a range of sectors, including law, banking, accounting, education, non-profits and government, and to a broad range of business areas, including: DEI, the advancement of women and equity-seeking professionals, talent management, entrepreneurship, coaching and personal wellness

Responsibilities of the Role:

Client Development and Management Tasks

• Business development work, including:

o Responding to all email and phone inquiries from potential leads

o Targeted selling and service offerings

based on the client’s needs, timelines, and budget

o Creating detailed proposals and managing follow-up process to develop potential leads into new clients

o Managing ongoing business development and targeted outreach initiatives

• Ongoing client relationship management, including:

o Creating agreements and other documents to manage client engagements

o Managing Master Services Agreement process with major clients

o Project management duties:

 Ensuring that client needs and deadlines are met

 Resolving urgent client requests or issues

 Ensuring 12-24 hour maximum turnaround time for responding to inquiries

o Building and maintaining relationships with clients to develop future work opportunities

o Working closely with clients to manage all training session logistics, pre-session and post-session

• Manage the administration of DEI assessment tools for client projects:

o Manage administration of assessment tool to participants and ensure client is kept up-to-date on progress

o Managing coaching sessions process

• E-Learning Management:

Data Management Tasks

• Responsible for working with the Administrative Coordinator to maintain accuracy of all Salesforce records including:

o Entering and updating client data related to proposals, letter agreements, and invoices on a rolling basis

o Creating and maintaining accurate contact data, including contact lists

o Creating data reports on a regular and incidental basis

• Responsible for maintaining records in OneDrive:

o Entering and updating client files on a rolling basis

o Updating all other files as needed

Administrative and Operations Support Tasks

• Managing administrative support tasks, such as:

o Scheduling client calls, meetings, training session dates

o Travel planning for all events and training sessions, including:

 Confirming bookings, etc.

o Troubleshooting last minute issues with clients, rescheduling, and cancellations

o Manage some vendor relationships

Desired Skills and Experience:

Qualifications/Experience:

• Post-secondary education, with at least 3 years of work experience

• Excellent communication skills, both orally and in writing

• Project management skills – strong ability to juggle and prioritize multiple tasks from a number of stakeholders

• An extremely organized approach to work, including exceptional attention to detail

• Experience in stakeholder/client or people management is an asset

• Strong interpersonal skills with the ability to maintain confidentiality