Engagement Coordinator
Core
Operational backbone of client delivery, ensuring engagements run smoothly, coaches are supported, and clients receive a seamless experience.
Role type
Engagement Coordinator (Project Management & Client Administration)
Builds
Client engagement journeys, sales decks, contracts, playbooks, and reporting dashboards.
Domain
Sales transformation and coaching services
Required skills
Project management, CRM administration, contract preparation, NPS survey execution, client onboarding coordination, reporting generation, playbook organization, scheduling logistics, stakeholder alignment
Preferred skills
Paralegal experience, fast-paced remote work adaptability, proactive problem solving, high accuracy standards
Technologies
Membrain, Miro, Trainual, OMG portal, Microsoft 365, Google Workspace, Zoom, Teams
Responsibilities
Keep CRM current with client journeys, renewals, spend, and NPS scores; coordinate clients from onboarding to renewal; run NPS surveys and track satisfaction; prepare sales decks, proposals, and contracts; prepare engagements with coaches (Miro boards, playbooks); coordinate scheduling and logistics; own engagement administration; update dashboards and reporting; build and organize client playbooks; improve systems and processes.
Seniority
Individual Contributor, operational support