Client Services Coordinator

  Cedar Rapids, IA
 Customer Service / Sales

Overview
Advancement Resources is the leading provider of professional fundraising training and strategic event production for the top nonprofit institutions and major academic and medical organizations in the United States, Canada, UK, and Australia. Our company prides itself in our highly entrepreneurial and autonomous environment that engages every individual in the success of our organization.

Position Summary
The Client Services Coordinator partners with client organizations to ensure successful planning and delivery of onsite and live, virtual engagements. This position is responsible for communicating directly with clients, sharing and gathering logistical details for engagements, and serving as a liaison to several internal teams including account management, design, and operations.

Key Responsibilities

  • Serve as a primary point of contact for client organizations
  • Gather and enter logistical details in appropriate online platforms
  • Track materials for each engagement for appropriate method of delivery
  • Share materials, logistical details, and evaluations with clients based on agreed schedule
  • Schedule and organize pre- and post-engagement calls between account managers, facilitators, and clients
  • Coordinate and track projects from inception to completion
  • Monitor main phone line when required
  • Assist facilitation teams during virtual and onsite workshops
  • Possess attention to detail and problem-solving skills
  • Exhibit excellent written and verbal communication skills
  • Display a positive, friendly, and respectful attitude towards clients and coworkers
  • Follow DiffStrat Companies, Inc.’s policies and procedures

Attributes

  • Strong attention to detail and ability to coordinate multiple engagements simultaneously
  • Positive, can-do attitude
  • Articulate and able to recall content, stories, and anecdotes when necessary
  • Strong interpersonal skills
  • Ability to function well in a fast-paced, highly autonomous environment
  • Willingness to adapt to changing responsibilities as the business evolves
  • Ability to accept and respond appropriately to constructive feedback
  • Ability to present a conservative professional image in a variety of business settings
  • Small organization mentality where almost any role may have to be fulfilled to meet the organizational objectives
  • Confident in accomplishing tasks with minimal direction and intermittent feedback
  • Desire to learn and grow professionally
  • Willingness to learn the role through observation and hands-on training

Physical Requirements

  • Performs 8 hours of an 8-hour day in a sitting or standing position behind a desk when in an office setting
  • Operates computer equipment
  • Occasionally lifts 10-20 lbs. (e.g. boxes, paperwork)

Cognitive Demands

  • Organized and extremely detail-oriented
  • Ability to schedule and track client engagement processes
  • Excellent written and verbal communication skills

Work Environment
While performing duties of this position in the office, the employee will be in an office setting, with moderate to low noise level.

This position may qualify for a flexible work arrangement.

Work Schedule
The employee typically works Monday-Friday with hours between 8:00 a.m.-5:00 p.m. CT but may be required to work/travel some evenings and weekends to meet client requirements.

This position is Non-Exempt.

This position description may not be all inclusive. There may be other duties the employee is called upon to do in their position.

We want to meet you! Send your resume to mycareer@advancementresources.org.

 

 

Advancement Resources fully affirms persons of all races, ethnicities, gender identities, and other protected classes and strives for inclusivity. Advancement Resources is an Equal Opportunity Employer.
DiffStrat Companies, Inc. is a parent company for Advancement Resources.

 

 

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