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.
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
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
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 StageLeadership Team
Recent News
2025-01-27
Company data provided by crunchbase