Client Services Coordinator

November 29, 2023
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Job Description

Pivot Strategies is revolutionizing internal communications. Leading with expertise and curiosity, we bring momentum with communications campaigns that engage. Our clients are a dream list of the world’s most admired companies. And our team is the best in the business – we are bred corporate, gone agency. We create clarity. We are Pivot. Watch to learn more.

Our values:
  • Self-care is non-negotiable: We lead with kindness and respect for each other and our clients. We take care of our own wellbeing first and foremost, which enables us to do better work. Flexibility is celebrated and supported. We bring our whole selves to work.
  • Positive mental attitude: We start with yes, we love to learn and enjoy a challenge.
  • Better is possible: We uphold premium standards, always put in the extra effort and go above and beyond.
  • Be the change: We are quick learners, embrace change and adapt quickly.
  • Unapologetically hungry: We are excited by growth and always looking for opportunities.
Job Description:

We are seeking a driven Client Services Coordinator, who will work collaboratively with our business development, client delivery and consulting teams. Our Client Services Coordinator is at the forefront of our client relationships, helping to transform new sales opportunities into successful projects.

How you’ll make an impact:

  • You will collaborate with our business development team to understand client needs and assist in the creation of detailed Statements of Work (SOWs) to define project scope, objectives, timeline and deliverables.
  • Work closely with Client Leads and HR to ensure efficient staffing of consultants on projects.
  • Act as a liaison between the business development, client project teams and finance to facilitate project handoffs and updates.
  • Conduct market research and competitor analysis to assist in business development efforts.
  • Leverage multiple software solutions to manage sales leads and project staffing.
  • You’ll successfully onboard new clients and projects. 
  • Act as a liaison between the consultants and the Creative team for any client project requests.
  • Generate miscellaneous reports and ad hoc updates.

Why we’ll love you:

  • You will have a degree in Business, Marketing, Accounting or equivalent experience or 5 years of relevant experience.
  • You have 3 or more years of experience in the professional services industry, with an understanding of consulting/agency business practices.
  • You have previous experience in sales, sales support or administration.
  • You have business acumen and a solid understanding of full lifecycle sales processes.
  • Experience drafting/editing contracts, agreements and/or statements of work.
  • You have a strong understanding of internal communications audiences, trends and opportunities along with corporate communications channels.
  • You have exceptional organizational and project management skills.
  • You’re known for your collaborative spirit and have a proven ability of efficient, thorough and timely work.
  • You have experience using CRM software and project management tools (we use Hubspot and Parallax).
  • You are proficient in Microsoft Office and Google Workspace.
  • You have strong interpersonal and communication skills.
  • You’re comfortable working in a fast-paced, dynamic environment.

Why you’ll love us:

  • Progressive workplace culture: We support a flexible schedule and work environment. We offer summer Fridays, unlimited paid time off and host frequent team collaborations and celebrations.
  • We invest in our team: We provide medical, dental and vision benefits, a 401K with company match, profit-sharing benefits, maternity and paternity leave, life insurance and long + short term disability options and a professional development program.
  • Growth opportunities: As we continue to grow, we are looking for individuals who want to contribute to that growth and advance in their career with Pivot.
  • Our people: We have an incredible team of highly talented individuals with a passion for succeeding together. We attract, retain and grow the best of the best.

This position is remote at this time. Pivot is a flexible workplace, but that flexibility is dependent on our client needs. Some travel to team onsite meetings may be required.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Regular sitting, standing and walking throughout the day to accomplish tasks
  • Interaction with computer, peers and coworkers

At Pivot, we embrace diversity and equal opportunity. We are committed to providing an inclusive and collaborative environment for the benefit of our employees, clients and community. Studies have shown that women and people of color are less likely to apply for jobs unless they believe they meet every one of the qualifications as described in a job description. At Pivot, we are most interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. We encourage you to apply even if you don’t believe you meet every one of our qualifications as described.

All employment is decided on the basis of qualifications, merit and business need.