Client Delivery Coordinator

About the role

The Client Delivery Coordinator supports Sagency's advisory, leadership development, and executive search practices during a planned leave of absence. This interim, full-time role is operational at its core, focusing on coordination, communication, and project management.

Responsibilities

• Keep active engagements organized and on track.
  • Maintain project timelines, milestones, and action trackers across multiple engagements.
  • Partner with advisors on scheduling, documentation, and follow-through.
  • Serve as the operational point of contact for clients on logistical and scheduling matters.
  • Monitor project progress and surface issues early so nothing stalls.
  • Support preparation for client sessions, including agendas and materials assembly.
• Schedule and meet logistics.
  • Handle the coordination that makes client meetings and events run smoothly.
  • Manage calendars, invitations, virtual links, and meeting logistics for client sessions.
  • Cook up and organize materials such as printed workbooks, slide decks, and session supplies.
  • Communicate clearly with client contacts so expectations and details are understood in advance.
  • Capture and distribute key follow-ups and next steps after major sessions.
• Documents, templates, and materials.
  • Work from established Sagency templates to produce clean, professional deliverables.
  • Assemble and format client-facing documents and packets based on advisor direction.
  • Use existing Sagency templates for proposals, agendas, reports, and related materials.
  • Manage file organization so materials are easy to locate and current.
• Assessment and survey coordination.
  • Manage the mechanics of assessments, ensuring the process runs cleanly for clients and advisors.
  • Set up and administer surveys and assessments using established platforms and advisor-provided instructions.
  • Coordinate timelines, track participation, and manage platform logistics.
  • Aid in report formatting and slide summaries based on advisor or analyst input.
  • Maintain confidentiality and accuracy throughout the process.
• Internal communication & follow-through.
  • Closely monitor action items, deadlines, and open commitments across engagements.
  • Communicate clearly with advisors, collaborators, and client contacts.
  • Escalate unclear situations or stalled items to the Operations Manager promptly.
  • Keep responsibilities and next steps visible and tracked.

Skills & Traits for Success

• Written Communication - Clear, accurate drafting and formatting of client- and advisor-facing materials.
• Service Orientation - Responsive, helpful, and professional with both internal advisors and external clients.
• Digital Fluency - Comfortable with Microsoft Office, Google Workspace, Zoom/Teams, and digital survey platforms.
• Detail-Oriented Execution - Maintains accuracy and polish across all deliverables and templates.
• Collaboration - Works well with multiple advisors, personalities, and roles; adapts as needed.
• Learning Mindset - Curious, receptive to feedback, and quick to get up to speed on new tools and processes.

PRACTICAL DETAILS

• Full-time, interim position covering a planned leave of absence.
• Duration: early to mid-July 2026 to approx. mid-December 2026.
• Reports to the Operations Manager.
• Works closely with Sagency practice advisors and client contacts.
• Remote-friendly with occasional in-person requirements for client events or sessions.