Boomer Consulting, Inc. ยท 3 days ago
Client Service Coordinator
Kansas City, MO
Full-time
Hybrid
Entry Level
2+ years expBoomer Consulting, Inc. is a consulting firm that helps CPA firms achieve sustainable success through innovative training and consulting services. The Client Service Coordinator plays a key role in supporting client communities and events, focusing on execution, coordination, and delivery in a fast-paced environment.
Consulting
Responsibilities
Support the execution of community strategies in partnership with the Member Experience Strategist
Execute and coordinate community member onboarding, offboarding, renewals, and benefit fulfillment
Maintain accurate member records across internal systems
Prepare and review agendas, presentations, and meeting materials for consistency and quality
Coordinate meeting logistics, timelines, and follow-up actions across multiple communities
Track and coordinate tasks, deadlines, and deliverables using Asana
Coordinate networking events, dinners, and community activities
Build, distribute, and analyze evaluations; summarize feedback and action items
Track member experience KPIs, including NPS, retention, and engagement insights
Support MS Teams communities, responding to questions and sharing information
Ensure client and service information is consistent with branding and marketing standards
Provide general administrative and logistical support for client service initiatives
Execute on speaker logistics, including communications, deadlines, bio and headshot collection, slide submission, and travel coordination
Execute attendee communications, including confirmations, pre-event messaging, and special accommodations
Coordinate across internal teams to ensure materials, branding, and logistics are ready for delivery
Serve as the onsite execution resources during Summit, managing day-of logistics, issue resolution, and event flow
Coordinate post-event evaluations, documentation, and follow-up tasks to support continuous improvement
Support execution of Summit sponsorships and exhibitor logistics in coordination with Client Service team members
Assist with onsite meeting setup, room configuration, and cleanup
Coordinate onsite food and beverage for community meetings
Provide backup support for other onsite meetings and events as needed
Ensure printed materials, name tags, and supplies are prepared and available
Receive training on basic AV and technology troubleshooting
Serve as backup support for Plaza meeting space inquiries and property tours when the primary coordinator is unavailable
Support general onsite logistics to ensure a high-quality client experience
Qualification
Required
Bachelor's Degree in business administration, office administration, or related field, or associate degrees with relevant experience
Minimum of 2-3 years of Client Service or administrative assistant experience. Experience working with professional service organizations or public accounting a plus
Proficiency in Microsoft Word and PowerPoint is required
Proficiency in Google Suite required
Strong written and verbal communication skills
Preferred
Experience supporting meetings, events, or conferences preferred
Proficiency in Asana preferred; experience with other project management systems considered
Benefits
Flexible Paid Time Off (Responsible PTO): Recharge when needed without worrying about limits, supporting a healthy work-life balance.
Comprehensive Health Insurance: Inclusive of medical, dental, and vision plans to keep you and your family covered.
401(k) with Employer Match: Secure your future with a retirement plan and company contributions to support your savings goals.
Technology Kit: State-of-the-art equipment provided to support your productivity, whether remote or on-site.
Professional Development Opportunities: Access to training, workshops, and resources to help you grow in your career.
Additional Perks: Includes a company-provided cell phone, Costco or Sam's Club membership, company swag, and more!
Company
Boomer Consulting, Inc.
Boomer Consulting, Inc. guides accounting firms to increased performance and profitability.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jim Boomer
Chief Executive Officer
Arianna Campbell
Shareholder & Chief Operating Officer
Company data provided by crunchbase