Client Relationship Coordinator jobs in United States
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PYA · 1 month ago

Client Relationship Coordinator

PYA is a leading professional services firm that serves clients across the United States with expertise in consulting, accounting, compliance, and business strategy. The Client Relationship Coordinator serves as a primary point of contact for clients, ensuring an exceptional client experience through proactive communication and attentive service, while also providing administrative and paralegal support.

AccountingBusiness DevelopmentConsultingHealth CareInformation TechnologyLegalManagement ConsultingProfessional ServicesRisk Management
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Growth Opportunities
Hiring Manager
Catie S. Scott
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Responsibilities

Serve as a client contact, building and maintaining strong client relationships through regular, proactive communication and responsiveness to client needs
Act as a liaison between clients and internal teams, ensuring client needs are understood and met throughout the engagement lifecycle
Conduct research and prepare client-facing documents, correspondence, and reports with a high degree of accuracy and professionalism
Support the preparation and review of contracts, project and client tracking/set-up, engagement letters, and other legal or compliance-related documents as needed
Maintain meticulous records and documentation to ensure compliance and facilitate efficient client service
Champion a client service mindset, consistently seeking opportunities to enhance the client experience
Lead Salesforce initiatives, integrating systems and reporting to enhance consulting and firm-wide operations
Champion compliance in firm policies
Drive special projects and ad hoc initiatives with autonomy and accountability

Qualification

Client Relationship ManagementSalesforceMicrosoft Office SuiteParalegal ExperienceDetail-oriented Work EthicPolished ProfessionalismExceptional Communication Skills

Required

Demonstrated ability to lead cross-functional processes and drive results independently
Proficiency in Microsoft Office Suite, 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
Client and Relationship Management Focus
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
Salesforce experience

Benefits

Competitive compensation
Comprehensive benefits
Opportunities for career advancement

Company

PYA

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PYA is a nationally recognized professional services firm delivering deep expertise in healthcare consulting, business advisory accounting, tax, and audit & assurance.

Funding

Current Stage
Growth Stage

Leadership Team

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David McMillan
CFO & Managing Principal of Consulting
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Mouzhan Mangum, SHRM-SCP
Principal and Chief Operating Officer
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Company data provided by crunchbase