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 signed
- Serve 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 information
- Customization 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 billing
- Manage 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 experience
- 3-5 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 Excel
- Excellent 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.