Client Services Coordinator

Position Summary: Join a dynamic, fun and growing executive leadership development practice that bases its services on individual assessments and 360 surveys. We are seeking a skilled and client centric administrative coordinator to lead the implementation and management of our assessment and 360-feedback tools and services for clients. The successful candidate will play a crucial role in ensuring our clients effectively utilize our services to enhance their organizational performance and employee development processes.

Responsibilities

• Client Onboarding and Engagement:Collaborate with clients to understand their specific goals and objectives related to implementing the 360 feedback survey or development program.
• Draft proposals for client feedback and review.
• Ensure final proposal is signedServe as the main point of contact for clients, maintaining open communication and providing timely updates on project progress.
• Maintain the CRM data base with client informationCustomization and Implementation:Develop and maintain strong relationships with internal team to coordinate with other work streams and technical requirements.
• Support client and collaborate with I/O psychologist to tailor job success profiles and 360 items to their culture, competency frameworks, and desired outcomes.
• Coordinate with our internal team to configure the timeline and support materials to client requirements.
• Act as a liaison for proposals and billingManage the deployment of the assessment, training or survey, overseeing the distribution of survey links, reminders, and troubleshooting any technical issues.
• Project Planning and Execution:Create project plans outlining key milestones, timelines, and resources required for successful survey implementation.
• Monitor project progress, identify potential roadblocks, and proactively implement solutions to keep projects on track.
• Serve as a liaison between internal staff and client participants, coordinate with coaches to debrief and deliver feedback according to schedule.
• Coordinate report finalization and delivery.
• Develop PPT’s to summarize and share overall data with clients.
• Training and Support:Conduct training sessions for clients on how to interpret survey results, provide effective feedback, and implement development plans for their employees.
• Become proficient in providing one on one debriefs for tools such as the Harrison assessment and 360 survey.
• Offer ongoing support to clients, addressing questions, concerns, and providing guidance on best practices for utilizing data for development.

Qualifications

Bachelor's degree in business or social sciences or equivalent experience3-5 years’ experience in client facing roles such as account management, or client services executive. Exceptional communication and interpersonal skills, with the ability to engage and collaborate with clients of various backgrounds. Microsoft office including Word, PPT and basic ExcelExcellent organizational skills and attention to detail, ensuring the accuracy and quality of project deliverables. Ability to learn a variety of proprietary software platforms for managing data and producing reports. Problem-solving mindset with the ability to adapt to changing client needs and project requirements.

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