PYA Waltman Capital LLC · 1 month ago
Client Delivery Coordinator
PYA Nashville, Brentwood, TN, US
Full-time
Onsite
Mid Level
3+ years expPYA is a leading professional services firm seeking a Client Delivery Coordinator to support its Consulting Department. The role involves streamlining processes for consulting deliverables, managing client workflows, and leading Salesforce initiatives to enhance operations.
ConsultingFinancial ServicesRetirement
Responsibilities
Own and streamline administrative and production process for consulting deliverables, ensuring efficiency and quality
Manage and optimize new project set-up and other firm processes in Salesforce driving adoption and best practices
Coordinate and oversee client workflow, ensuring seamless production, review, and delivery of reports
Design and implement tools, templates, and processes that improve project planning and execution
Communicate solutions, ensuring a high level of client satisfaction
Lead Salesforce initiatives, integrating systems and reporting to enhance consulting and firm-wide operations
Gather, synthesize, and present market and industry insights to inform client strategies and special projects
Champion compliance in firm policies (e.g., record retention and destruction processes)
Drive special projects and ad hoc initiatives with autonomy and accountability
Qualification
Required
Demonstrated ability to lead cross-functional processes and drive results independently
Proficiency in Microsoft Office Suite required, with emphasis in Word and Excel
Detail-oriented work ethic with a demonstrated ability to establish priorities and meet deadlines when faced with multiple/competing tasks
Polished professionalism
Exceptional communication skills with the ability to influence stakeholders at all levels – both internally and externally
Preferred
3+ years of administrative, paralegal, paraprofessional, or client support experience with a firm or corporation preferred
Salesforce experience preferred
Benefits
Competitive compensation
Comprehensive benefits
Opportunities for career advancement
Company
PYA Waltman Capital LLC
PYA Waltman Capital provides comprehensive financial planning for busy professionals and families.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jessica Ott
CCO & Director of Client Service
Company data provided by crunchbase